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.

 

Insightly - Contacts
 
  • Insightly - Contacts
    Contacts
  • Insightly - Lead Activity
    Lead Activity
  • Insightly - Reports
    Reports
  • Insightly - Opportunities
    Opportunities
  • Insightly - Project Activity
    Project Activity
Supported Operating System(s):
Web browser (OS agnostic)

369 Reviews of Insightly

 

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Software Advice Reviews (122)
More Reviews (247)

Showing 1-20 of 122

Jackie from Brazos Valley Center for Independent Living
Specialty: Non-Profit
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2018

December 2018

InSightly for Non-Profit Use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

Review Source
 
 

Kyle from Automotive
Specialty: Consulting
Number of employees: 1 employee Employees number: 1 employee

December 2018

December 2018

Great Small Medium Sized Business CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

Review Source
 
 

H Kent from Due Process International, LLC
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Review Source
 
 

Cory from Meridian One
Specialty: Property Management
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

November 2018

November 2018

Pleasing UI For that Basic User

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

UI is definitely easy on the eyes. What I like is that it integrates with the Google suite so that makes things super easy for that entrepreneur.

Cons

For new business I find that it can be expensive for what it does out of the box even on the smallest plan for it removes alot of the interface capabilities.

Review Source
 
 

James from Hospitality Services
Specialty: Food / Beverage
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2018

October 2018

Great at what it does

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

Insightly has an easy to use interface and is very customizable. Also, it allows for a lot of integration.

Cons

I would like to be able to see custom reports and dashboards like other CRMs. It is also a little more pricey than Apptivo and others.

Review Source
 
 

Nick from Envest Microfinance
Specialty: Other services
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Affordable, but ultimately not useful

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

For a small team without need for workflows or advanced contact management, Insightly may do the trick. If you're really aiming to get systems in place, it's probably not for you.

Pros

- On the cheaper end of the spectrum
- Easy to get started, manage users
- Lots of add-ins
- Video tutorials

Cons

- Not very customizable
- Continual upselling
- Without additional features, basically glorified "to-do list"

Review Source
 
 

Danny from Marketing and sales
Specialty: Retail
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Flexible and Functional

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pros

I've been using Insightly now for several months, and while there are still more features I haven't quite dug into yet, I very much like how it works to keep track of your contacts, and I love how it very easily integrates with Google drive as well. I use Google spreadsheets to keep track of invoices for my customers, so that is very convenient.

Cons

I have yet to encounter a significant drawback, honestly. There are actually more features in the software than I think I will ever need, which is not a bad problem to have!

Review Source
 
 

Andrew from North River Marketing
Specialty: Advertising
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Solid Leads Manager

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

This product easily keeps track of my contacts and leads. I love that it integrates with MailChimp too.

Cons

The integration with MailChimp is complex, and honestly a little clunky. That said, once it’s setup, it works well.

Review Source
 
 

John from East Bank Chiropractic
Specialty: Healthcare / Medicine
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

Free trial without limitations

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Great product.

Pros

This product has a wide array of CRM tools and applications to work with including Google suite, Gmail, Docs, MailChimp, Outlook, Evernote, QuickBooks and more. The mobile accessibility was incredibly useful for on the go client relation management and is compatible with iPhone, Mac products, and Android phones and tablets as well.
When navigating the "dashboard" Insightly offers real time reports and even probability of gaining new business and the value of specified clients. The project management function is fantastic. Once you've opened an account with a client, you can manage follow-ups and track progress on commitments and business along with history of conversations and specific details that can be utilized in the future for personable experiences. Insightly does a great job at distinguishing leads from clients, it's highly customizable, and removes the requirement of other project management tools you may be utilizing. The layout is similar to Facebook.

Cons

Some additional features that are highly useful need to be payed for in addition to the software. Transparency on this would have been useful. If you're in healthcare, you may run into an issue with HIPPA compliance.

Review Source
 
 

Christophe from CX Group
Specialty: Consulting
Number of employees: 201-500 employees Employees number: 201-500 employees

September 2018

September 2018

STAY AWAY FROM INSIGHTLY IF YOU USE MULTIPLE CURRENCIES

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

This is a very normal CRM system. The UX is acceptable as it is. However, see below if you are using multiple currency

Cons

BIG DISAPPOINTMENT !
We chose Insightly because of the multi currency capabilities. So it does indeed allow you to use multiple currencies. BUT...the conversion doesn't work and as a result all the reports are aggregating the amounts, regardless of the currency. To fix this, INSIGHTLY is proposing a costly development and asking us to take a higher plan for more users. ABSOLUTELY SHAMELESS !

Review Source
 
 

Rosemarie from Splash Corp.
Specialty: Manufacturing
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

September 2018

September 2018

Great features

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

It is very helpful and easy to use. Its features is really great for our organization.

Cons

Sometimes it slows down a little bit but that happen to me only once.

Review Source
 
 

Qiang from AEchem Scientific Cooperation
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

A good CRM software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

This software is fairly easy to use and the price is reasonable for a small/medium business. It is also very easy to set up and implement it.

Cons

In order to get additional features/functions, you will have to pay much more for that. And the customer support is not that great.

Review Source
 
 

Cheryce from Leisure, Travel & Tourism
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

Awesome Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Overall, a very good CRM application, easy to use and available on Android and IOS devices. I totally recommend this to everyone that needs a good CRM.

Pros

This web-based application is extremely handy, The application is easy to use and easily accessible. This is a good CRM system to use for any business that has a high customer inflow. You are able to even had custom fields to your CRM database to customize it to your liking. You can also integrate other apps to have all your customer info like sales etc all in one area. You can also add tasks and set reminders. This would work very well for salespeople as you are able to track projects and sales pipelines, pull reports and track emails to customers.

Cons

This application is free for a team of 2 with limitations of 2500 records, however, for a paid version you can access a lot more.

Review Source
 
 

Andres from atiko7
Specialty: Software / IT
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Easy to use CRM for small to medium businesses

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

Easy to setup. Free tier gives you great tools and could be great for small businesses and entrepreneurs.

Cons

User Interface could be improved. You’ll need to complement it with other tools to automate all the process.

Review Source
 
 

Carl from Big Bear Vacations
Specialty: Property Management
Number of employees: 51-200 employees Employees number: 51-200 employees

August 2018

August 2018

This UI is very clunky. I could not get anyone on my team to adopt it.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

After trying for a month to get my team to adopt this tool they all complained. I contacted Insightly to request a pro-rated refund but they refused. The free version does not offer the full capability to assess and the paid version is non-refundable. A typical SW scam.

Pros

Combined CRM and Project Management Tool. The video training is good and useful. Tool seems to do what you want until you actually try to use it.

Cons

The User Interface is extremely hard to use. I would NEVER recommend this tool for managing projects. It is nearly impossible to figure out the status of a project. Everything is hidden.

Review Source
 
 

John from Turning Winds Academic Institute
Specialty: Healthcare / Medicine
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2018

August 2018

I contacted Insightly and went through their demo with a sales specialist and no one ever pursued creating the custom features that we had discussed during the demo.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I followed up with the sales specialist three times before she actually acknowledged that we were working together. The last thing that I heard is that wh was going to get back with me. It has been three weeks and I have sent two additional emails without any response...very poor customer service:-(.

Pros

It seems like it would be a good platform for lead generation...I just wished that someone from their team would have contacted me.

Cons

I cannot overstate how important customer service is...I still have not heard back from the sales specialist who worked with me.

Review Source
 
 

Nicj from Flow
Specialty: Consulting
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2018

August 2018

Growing up: Insightly

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Insightly would be a great beta. However, if you are looking for a developed and smooth interface without a huge learning curve it is not the best choice.

Pros

Seemingly easy to navigate, though using its full feature set will require some passionate googling. Also, seems to integrate with Google well (ish). The ability to customize the CRM with project management is nice.

I like the idea of project management being right next to the CRM. It's wonderful. There are opportunities to automate some of this.

The initial price is great, however, the extras are a bit pricey.

Cons

Insightly relies on tired party apps/integrations to create its streamlined workflows. Syncing contacts from Google requires an extra per user from a third party. I was surprised at the lack of basic function there.

Setup interface is more of a giant control panel which is a bit overwhelming. Knowing where settings live takes a lot of click and hope.

The interface is kindly described as clunky. Think google groups vs Trello. This app is more on the google groups side. It's functional.

Insightly's feature set is somewhat deceptive when they are in sales mode. Yes it can do what it says. But, it's not as easy as it looks. As in, time can go die in their settings panels.

Review Source
 
 

James from Technology intelligence Agency
Specialty: Software / IT
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2018

July 2018

Very easy to use and love the to-do list!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I like this program. I really do. I mean, that to-do list is so handy not only in theory but also in practice. The features make the program so easy to use and the fact that there is support on hand to explain any issues that the training videos did not cover is such a big bonus. We’ve had times during training where we were unsure of the functions, but one quick call to support cleared everything up. We feel like pros! However, the cost almost negates the good features. We are a small business and it’s difficult to justify the cost when there are so many cheaper or free CRMs available. Maybe they’ll come out with a small business version that isn’t quite as expensive but has the features you need to run your day-to-day tasks.

Pros

I absolutely love the to-do list. It makes it so much easier to assign tasks to my employees. I always prefer to have tasks written down to verbal tasks, so this program helps so much in that aspect. I also really like the clean, efficient look to this program. It makes it very easy to use and is not as cluttered as other similar programs. I loved the training videos that helped my employees learn the ins and outs of the program. The fact that there is tech support readily available is also a plus. I hate having only email or only phone support available, but Insightly has both!

Cons

It’s rather pricey. The free version does not provide all of the features that make this product worthwhile over the competitors’. To get all of the features, you have to pay more, which makes sense, just not for small business owners. The fact that a higher plan is required to forward emails is a big minus. It’s something that almost all businesses need but paying the amount for the professional version is not necessarily a cost that can be justified. I believe that if this program were a little bit less expensive it would be more useful for small and new businesses.

Review Source
 
 

Desirae from ClientsFirst Consulting
Specialty: Consulting
Number of employees: 51-200 employees Employees number: 51-200 employees

July 2018

July 2018

Insightly

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Overall this is a solid CRM system that offers a great Project Management piece with it and at a great price. I am a Salesforce Consultant with some experience with Dynamics 365 and I personally am considering Insightly for my home business should it continue to grow to a point that I need a CRM.

Pros

Insightly's price point is far more palatable for smaller companies than the larger and more well known CRMs like Salesforce and Dynamics 365. This alone makes it a great choice. Add in the robustness and flexibility of being able to create custom objects, fields and creating workflow automation, this should elevate it close to the other CRMs. It is simple to setup, implement and train users to use and can often have an organization up and working effectively and efficiently in a shorter time frame than some other CRMs. Definitely worth a look!

Cons

Because this app is slightly less well known, it may not offer as many third party application add ons or integrations.

Review Source
 
 

Bruno from Keal Technology
Specialty: Insurance
Number of employees: 51-200 employees Employees number: 51-200 employees

July 2018

July 2018

Lack of insurance for a insurance BMS

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

It is a CRM with some insurance knowledge.

Pros

Easy to use, the user interface allow to see the client easily
Web based allow you to work from anywhere.

Cons

The insurance part need more features, No CSIO download, No automated edocs filling.
the policies are not managed as policies.

Review Source
 
 
 
Showing 1-20 of 247


December 2018

December 2018

Exactly what we needed

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Narasimhan (Nari) from National Energy Technology Laboratory
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2018

November 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 


November 2018

November 2018

Insightly - Punching above its weight

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 


November 2018

November 2018

My favorite CRM for startups

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

Review Source: Capterra
 

Tierra Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Easy to use and can save time

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
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

Review Source: GetApp
 

Margaret from Flooring USA & VHR
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2018

November 2018

Great for lead management

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
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.

Review Source: Capterra
 

Brian from Rankshape
Number of employees: 1 employee Employees number: 1 employee

November 2018

November 2018

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

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value

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.

Review Source: Capterra
 

Joe from ChurchTrain.uk
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Full featured CRM, always improving

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Kevin from DOERS.coffee
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Frustrating to get started

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Monica Maria from SERACISLTDA
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

November 2018

November 2018

Magnificent CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

simple but efficient, easy to use is a great tool to make business management easier

Cons

It really adapts to the needs of my company, it is imperative I can not take my business without this tool

Review Source: Capterra
 

Jennifer from Prospect Research Institute
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Robust features - except reporting

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I use Insightly for one of my companies. It meets most of my needs for that company, especially around understanding people's relationships to one another and in social media. I've also used the project management feature when managing group activities.

Pros

I really like how it tracks relationships among the records and makes it easy to pull a list using tags. It also has robust features like project management. Data entry is simple and I like the way it uses actions/tasks. And it is very awesome the way it manages social media account information.

Cons

I get frustrated with the poor report features and when I want to download and manipulate in Excel, I get all the tags in one field, so essentially I can view the tag list nicely online but I can't export that (for example to send an email to the group). I'm also frustrated with the limitations on standard contact information. I work with business people and while I start with employment contact, getting personal contact signifies a much deeper relationship. Not having standard personal contact info spots is troublesome.

Review Source: Capterra
 

Wells from Active Online Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Efficient, easy CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

With its short learning curve and fast operation, Insightly save us time. We can track communications with customers, sales and more without feeling bogged down by a ponderous CRM. It includes light-weight project management that, again, doesn't tie you up in complexity.

Pros

Amazingly fast and easy to use and learn. The interface is very well organized. It anticipates what you need to do next and makes it available. You can type a few characters in the Search field and immediately jump to a matching Contact, Deal, etc. It integrates with Drip, a powerful Email Service Provider and works well with any email services like Office 365, webmail, Gmail and others.

Cons

The pricing jumped this year. Our old pricing is still good, but new customers pay the new prices. They also get some powerful new customization features.

Review Source: Capterra
 

Ramon from Consolidated Container Company
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

October 2018

October 2018

Great CRM Software for small businesses

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Although there are many softwares in this category Insightly has incredible tools to grow your business, by means of administering contracts and negotiation companion, it also integrates to social networks taking into account the database of the emails.

Cons

There is not one thing I can say about the cons of this software, it is really good and in a short time it does more than what you can expect.

Review Source: Capterra
 


October 2018

October 2018

A Very Basic CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Since we migrated to another platform, I no longer use this software, but, as mentioned, it is decent for the average small business that doesn’t need any marketing automation.

Pros

Insightly is a CRM, for sure. Customer Relationship Management...so, if you are seeking a glorified “Rolodex” then this software will suite your needs.

Cons

While you can send out e-mails from within Insightly, you really can only do so much with it. It does not have any marketing automation included. This is a huge drawback. We switched to a better CRM solution because of this reason.

Review Source: Capterra
 

Sanket from Caymus Technology Ventures
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Super CRM for SMEs!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

A really good, one stop shop CRM for SMEs. Easy to plan, implement and manage; well done!

Pros

1. Easy to use interface
2. Good support
3. Lots in 1 CRM itself - Lead management, contacts, tasks, opportunities and projects
4. Well defined flow
5. Web to lead/contact forms
6. Integration with Mail chimp and Quikbooks
7. Customized dashboards
8. Task delegation

Cons

1. Too many sections can get confusing at times
2. Applying Filters is tedious

Review Source: Capterra
 

Jaime from Brookfield Properties Retail
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

October 2018

October 2018

Simplicity and Power in one CRM Solution

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Super intuitive to navigate, operate, and optimize. Everything just makes sense. I have worked with other more expensive systems before but none of them can beat the simplicity and functionality that Insightly offers.

Cons

The product continues to improve over time. Most of the things that I didn't like about the system are no longer an issue. For example, Insightly now offers great customizable dashboards.

Review Source: GetApp
 

Cody from Footballshirts4all
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2018

September 2018

Workflow automation, separates leads from contacts, impressive dashboard

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Pros

I’ve been tasked to shortlist a CRM that centralizes lots of aspects of the business. Insightly gets close and I’m growing fond of it as it combines multiple tools into one dashboard, accessible via one page.
Some of my top favourite highlights:
- Lead management: set up workflow automation with the ability to automate the initial response without having to spend time manually contacting each potential customer.
- You can feed the customer and sales data to other apps that you integrate with Insightly
- It removes the need for our other project management tools as it has enough abilities to substitute them.
- Insightly does a good job at separating leads from contacts with its Opportunities category
- Facebook-like layout
- monitor a specific team member's progress
- customizable navigation menu
- you can use HTML code and web forms to pull in leads from the web

Cons

It’s a personal preference, but I prefer to see all info held on a lead on a single screen rather than accessing each piece of info via tabs.

Review Source: Capterra
 

Michael from OrangeWave Creative Media
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

Great features included at no cost

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality

Insightly has really helped my efficiency and ability to keep up with the day-to-day things I have to do to grow my business. I'm hoping that I get enough clients and have enough work to do where I'll have to get one of the paid versions someday!

Pros

I use insightly to help me manage my video production clients and leads. You get a lot of powerful options without having to pay. I currently use their free version and I'm able to do all of the things I need to manage my small company. It helps me stay on track of tasks and manage the clients and projects I have going on.

Cons

Some of the ways to add projects or tasks to projects can be a bit cumbersome and clunky when on my smartphone. Maybe I'm not doing it right, but it seems like you have to go through quite a few steps to get to a pretty top-level function. When I'm on my computer or laptop though I can find everything just fine.

Review Source: Capterra
 

Ted from McKinnon-Mulherin Inc.
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2018

September 2018

Good value for money

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I really enjoy using Insightly, overall. It has helped our team collaborate extensively, and has really cut down on back and forth on account ownership/account coordination/etc. I highly recommend it!

Pros

I really enjoy the ease of use, the collaborative aspect, the customization, the integration with outlook, and the ability to live within the ecosystem. I have experience with other CRM systems (SalesForce, Millenium, Abila, Raier's Edge, etc.), but this one has an easy and functional learning curve.

Cons

Easily the most difficult aspect of the software is the inability to change certain core features. Specifically, the inability to add more than one email address (e.g., add a secondary). I understand that it is this way because of reporting requirements for the hard-baked report options, however it makes certain aspects of the software less intuitive and workable.

Review Source: Capterra
 

Candice from Brooklyn Outdoor
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2018

September 2018

Insightly

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

insightly has been a game changer for our organization. We love the customization features and the fact that it doesn't run us - we run it.

Cons

nothing - we love everything about insightly. the things that we haven't loved - have been addressed

Review Source: Capterra