Insightly CRM

Workbooks

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Ratings & Reviews

Reviews are generated by real users. When reviewing a product, users are asked to assess the product’s overall quality, which includes assigning specific ratings for ease of use, value for money, customer support, and functionality.

Overall Rating

3.95 / 5 (482)

4.36 / 5 (102)

Ease-of-Use

4.0 / 5

4.0 / 5

Value for Money

4.0 / 5

4.0 / 5

Customer Support

3.5 / 5

4.5 / 5

Functionality

4.0 / 5

4.5 / 5

Last Reviewed

August 4, 2020

August 6, 2019

Pros/Cons

  • Pros

  • Insightly was very easy to use and had a number of great features. The UI was very practical and easy on the eye..

  • Easy to use, the free version is pretty robust, and there is no “click here to upgrade” clickbait. The iphone and iPad app is really good even on the free version.

  • Cons

  • i really dont have a dislike except for the pricing- but it accomplishes what i need it for

  • It's useful but overall we found it wasn't "easy" enough to use and it wasn't adopted consistently among everyone in our Company.

  • Pros

  • The product is customizable and affordable. The customer service is prompt and thorough.

  • Workbooks is quite easy to use and provide a high level of flexibility and control in reporting and configuration

  • Cons

  • The reporting element can be a little overwhelming but the support received is second to none. Other than that it is great!

  • The only area we would like to see improved is Case handling. I think the software could be a little more intuitive and automated when is comes to customer communications.

Pricing

Pricing Range

What does it cost?

Software pricing is complicated and highly customizable. Let us help you figure out which products are really in your budget.

Advisor Recommendations & User Awards

FrontRunners

N/A

N/A

Number of times our advisors have recommended this product

(in the last 30 days)

N/A

N/A

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Product Demo & Screenshots

Product Demo