Insightly Software


Insightly is a customer relationship management (CRM) solution that provides businesses with a way to manage projects and track contacts, communications, sales, projects, tasks and documents in a single platform. It is available via the web and on mobile devices.

Designed to integrate with many popular applications, Insightly connects users to online applications such as Google Calendar, Gmail and Docs, Outlook 2013, MailChimp, Evernote, Box, Dropbox, QuickBooks Online, Xero, and more. Mobile apps offer users access to information from anywhere and support the iPhone, Android and tablets such as the iPad and Google Nexus.

Insightly’s dashboard provides real-time information via a task dashboard and opportunity reports. Insightly's Advanced Reports allow the creation of custom, tabular reports. Opportunity reports offer details such as the responsible user, pipeline and pipeline stage, close date, probability of winning and value.

Insightly also offers integrated project management functionality. Once a deal is closed, users can track and manage follow-up project commitments directly from within the CRM. The Insighly Sidebar also saves emails directly from Gmail, giving users access to the history of their conversations and allowing them to link all correspondence to projects and events.



376 Reviews of Insightly

Overall rating

4.0 / 5 stars

Showing 1 - 20 of 376 reviews

December 2018

Frederic from Luxury Beard

Company Size: 11-50 employees

Review Source: GetApp


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

December 2018

A multifunctional selling instrument

Pros

We are concerned that Insightly has a lot of pluses. Firstly, of course, it is the service’s easiness of usage. You don’t need to watch some videos or turn to support team, because everything is clear. Secondly, we like the function of tracking emails and calls. We can stay in touch with our clients day-to-day, so we can be sure that everything is fine. In addition, all information is saved and sound at software’s storage.

Cons

Unfortunately, there are some obvious drawbacks of Insightly service. An email function is a little bit buggy, so it causes some discomfort to us. The same thing is with navigation and mobile application because their functionality is in the doldrums.

December 2018

Emmanueliza from Suyen Corporation

Company Size: 201-500 employees

Review Source


Ease-of-use

5 of 5

Functionality

5 of 5

December 2018

Awesome Software to use

Pros

Easy to use. The interface is good and very reliable. I can easily track down different data and records.

Cons

Customer support are sometimes slow to respond. Hoping for better support of the vendor.

December 2018

Anonymous

Verified Reviewer

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

5 of 5

Customer support

3 of 5

Functionality

3 of 5

December 2018

Customizable Features

Pros

Insightly has many customizable features, which makes it a good option for organizations with unique CRM needs. Also, there are integrations with Zapier to make the tool even more powerful.

Cons

The free version of Insightly is all but disappearing, as more features are continually move to the paid version only.

December 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Functionality

4 of 5

December 2018

Insightly CRM

It's a nice tool which accuartly shows our team where clients are in the pipeline. The CRM is useful. Cost is prohibitive for us to get our entire firm on the system, so we've started tracking client data in our project management platform.

Pros

We use this platform to track prospective clients and our sales pipeline. We then use custom reports to generate a weekly pipeline report that our team reviews. It's nice that it's a completely customizable CRM, that is pretty easy to use. It's one of the few platforms that we haven't replaced in our firm in the past 5 years, which is saying alot.

Cons

When we set up the system, I don't think we accounted for certain reporting limitations based on customized fields, which has resulted in a very fragmented export / reporting process for us. For example, contacts and organizations aren't linked in an export, so I have to do a vLookup to get a client list by organization. Quite a pain, but I'm guessing it was our own doing.

December 2018

Anonymous

Verified Reviewer

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

4 of 5

Functionality

3 of 5

December 2018

Much better options out there

Was my first try at a crm, used only the free version, but never really got the use out of it. Perhaps because it wasn’t an enjoyable/intuitive experience I was going for

Pros

Lots of features and you’re able to have quite a bit on the free version.

Cons

Was kind of clunky, design and user experience not great. I’m now using HubSpot crm(completely free) and it is much better suited and simple to use.

December 2018

Nicholas from Edge One Media

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Functionality

3 of 5

December 2018

Really Good For Small Businesses

We started using Insightly as a very small company when we recognized we needed a way to keep track of our clients as a team. We had outgrown email chains and had a growing client list and team, and Insightly was a free way to get started. Since then, we have upgraded plans with Insightly twice and they still do a very good job of keeping track of customers, projects, sales, and pipelines.

Pros

Keeping track of clients is easy, email integration is solid, and workflow setup is improving.

Cons

I wish there were a little more sophisticated automation for marketing purposes.

December 2018

Tim from Profound Development

Company Size: 1 employee

Review Source


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

5 of 5

December 2018

Great CRM for a small or mid-size business

I would recommend this to any SMB company. Great for a startup, and I think the software grows well with a small company.

Pros

Insightly is very easy to get started on and set up. It allows for customized fields for information specific to your needs. It also integrates into MS Outlook, to allow you to capture email messages and schedule followups.

Cons

I have no real complaints on the software. I originally really wanted a way to sub-categorize within a company, i.e. Sales, Marketing, Client Support - but I was able to create my own fields to do that.

December 2018

Jackie from Brazos Valley Center for Independent Living

Company Size: 11-50 employees

Review Source


Ease-of-use

5 of 5

Value for money

2 of 5

Customer support

4 of 5

Functionality

2 of 5

December 2018

InSightly for Non-Profit Use

Pros

Easy user interface
The InSightly University provides lots of quick, well made instructional videos
Free for a limited number of users
Great for tracking grants, related documents, & timelines

Cons

If you have over a certain number of records the platform begins to charge a fee - this would be fine if there was an easy way to delete "records". For example, if I'm working on a grant that is finite and generates 200 "records" -- if I only desire to keep the final project and do not need the records generated along the way; I have to go in and delete each one. As a non-profit with a relatively small budget, this is a great tool, but is too time-consuming to go back and individually delete. Right now, we are a small growing non-profit. I would pay for this service eventually but cannot do so at this time. So freeware platforms will end up with my business now where InSightly delivers on quality - affordability isn't there.

December 2018

Sanket from Caymus Technology ventures

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

2 of 5

Customer support

3 of 5

Functionality

3 of 5

December 2018

Good CRM for established companies

Insightly is perfect for well established companies who can spend on a CRM. The pricing is quite high as compared to new entrants in the market and support is very basic (only email). Recommended if a dedicated team can be assigned.

Pros

1. Integrations with 3rd party software
2. Workflow automation
3. Clear division of contacts, leads, opportunities, projects

Cons

1. Limited record count
2. Customer support is average
3. Interface is too complex for average users
4. Reports, dashboards also complex

December 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

December 2018

Exactly what we needed

After using for three years, I'd go back and do it all over again without hesitation.

Pros

Ease of use combined with affordability - a winning combination. The tiered pricing levels allow your investment to grow with your business. The pipeline features where tasks can be assigned to certain project types is a phenomenal timesaver as is the ability to associate emails with records of organizations or individuals while still using your email client.

Cons

A small learning curve, but a minimal inconvenience for the power Insightly delivers. And the help menus are incredibly easy to locate and helpful to implement.

December 2018

Kyle from Computer Software

Company Size: 1 employee

Review Source


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

December 2018

Great Small Medium Sized Business CRM

Pros

This was a great tool for me to use while working with my consulting company. I was able to quickly log potential customers in the system and determine what actions I wanted to take on an automated follow-up schedule. The app was very helpful and thoughtfully designed!

Cons

The pricing structure was not really good for me to work my business model into. While a great product, it wasn't a great product for me.

November 2018

Narasimhan (Nari) from National Energy Technology Laboratory

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

4 of 5

Functionality

4 of 5

November 2018

Excellent software for email marketing, customer relations management and task management

Decent low cost CRM software compared to the pricier software that set the industry standard. So insightly is good for small biz folks starting out.

Pros

Integration with gmail, customer tracking with notes and excellent task management and reminders. Great dashboard features for use.

Cons

I had issues with Google sync of the software data.

November 2018

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

5 of 5

November 2018

Insightly - Punching above its weight

We manage our business in Insightly and integrate it via their API into other systems. As such it is a real boost to our productivity.

Pros

We have been using Insightly for many years and have seen it grow. While there is now a lot of very advanced functionality on it, the application is still simple and intuitive to use. It still appeals to small businesses but at the same time has a lot of functionality that you would expect on a much larger CRM system. For example it is possible to create custom objects and pages in order to adapt Insightly to your business' needs. There is a an API that allows for integrations with other applications and a workflow module to apply longer running processes.

Cons

Insightly started out targeting smaller businesses but can see the value in larger paying clients. As such the development contributions made to the lower tier subscriptions appear to be lacking. There has been a lot of new functionality aimed at the higher subscriptions whereas a few smaller but obvious wins have been ignored. This irritates the longer term loyal but smaller client base.

November 2018

H Kent from Due Process International, LLC

Company Size: 2-10 employees

Review Source


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

3 of 5

Functionality

3 of 5

November 2018

Simple to use software which allows easy storage of documents and files

For the price this is a good CRM program for general contact management and storage of documents.

Pros

It is a good organizing software for files, documents and contact information. It is a relative inexpensive first CRM program

Cons

cumbersome in utilizing email storage features and connectivity, it is very generic and not particularly customizable

November 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

3 of 5

Functionality

5 of 5

November 2018

My favorite CRM for startups

I love them and the app, I have no complaints

Pros

I love that the barrier to entry is so low and you can use this when you first start a business

Cons

That the processes are hard to automate sometimes but customer service is helpful

November 2018

Anonymous

Company Size: 2-10 employees

Review Source: GetApp


Ease-of-use

5 of 5

Functionality

3 of 5

November 2018

Easy to use and can save time

Pros

The price point is affordable. It's a fairly powerful CRM and very easy to use. I really enjoy the to-do list.

Cons

I'm having issues syncing it with google and customer service seems to be hard to access when requesting assistance

November 2018

Margaret from Flooring USA & VHR

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

3 of 5

Functionality

4 of 5

November 2018

Great for lead management

Pros

I love it for lead management, easy to send and track emails, but only if you agree to thier branding on all of your communications

Cons

There wasn’t much difference between this and social hub and the free crms. But twice a day annoying phone calls and upsell emails.

November 2018

Brian from Rankshape

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

5 of 5

Functionality

4 of 5

November 2018

Extremely Good Software for Single-Member LLCs/Solo Business Owners

Overall, I'd really recommend considering Insightly. It has made a significant difference in my small business and has certainly kept me more organized. As my company grows, Insightly grows with me--and that's something I really value in a software solution.

Pros

Insightly does everything I need a CRM to do without paying a single dollar. For a solo business owner like me, that's huge. It lets me keep track of my customers and prospects without limiting functionality or putting up a pay wall. It's also worth noting that I originally chose Insightly because it integrates with a lot of other software I currently use or plan to use in the future.

Cons

If you haven't used a CRM system before, it can be a little confusing to use. I imagine Insightly will be a first CRM system for many entrepreneurs/freelancers, so just be aware of that.

November 2018

Joe from ChurchTrain.uk

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

4 of 5

Functionality

5 of 5

November 2018

Full featured CRM, always improving

There's usually a way to achieve what you want in Insightly, even if it's not always immediately obvious - it has a very full set of features.

Pros

The Zapier integration is so helpful - meaning that the power of Insightly can be connected to the other tools we use as a business.

Cons

It could be more intuitive - it's quite hard to onboard staff members to using the app.

November 2018

Kevin from DOERS.coffee

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

4 of 5

Functionality

3 of 5

November 2018

Frustrating to get started

Overall, I don't think Insightly is the right tool for me due to it's complex setup which I think can improve if there a bit more videos in their help-section. The walkthrus for basic setup are good, but I'd love to see more videos or improvements in workflow automation. I only trialed the software so I can't speak on it as if I were an expert, but I think Insightly has some benefits but just not the right tool for me.

Pros

I was looking for a G-Suite CRM and stumbled upon Insightly. I decided to give it a go and try out the free trial upon reading a few reviews. The main area I was interested in and found to be good was Insightlys e-mail tracking. I sent a test e-mail to both Gmail and Yahoo e-mails and found the tracking to be accurate. I can see how Insightly would be a value add for monitoring sent e-mails, and then creating an automation workflow to auto-add any leads who reply to a pipeline, but I wasn't able to figure out a workflow for it. I do believe it's possible however to not only add to a pipeline but even export the contacts who replied and save to perhaps something like Mailchimp for another customer-journey.

Cons

My first thought was that it looked really in terms of the feature set but I was a bit overwhelmed with the setup and it took me about 2 times to connect to GSuite although, it could have been a bug on my end rather than theirs. After connecting my GSuite account, I started to play around right away, setting up the leads section as I plan to use Insightly for Sales Tracking and lead scoring. I found the UX/UI a bit sluggish, and creating pipelines with custom attributes a bit cumbersome. I was hoping for a rich data-enrichment where all Company/People info would be filled out, but that aspect wasn't there.