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)

349 Reviews of Insightly

 

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Software Advice Reviews (116)
More Reviews (233)

Showing 1-20 of 116

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
 
 

Fraser from Ideagen PLC
Specialty: Software / IT
Number of employees: 201-500 employees Employees number: 201-500 employees

July 2018

July 2018

Insightly is very easy to use and has great customer service

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

- it simplifies project management, customer communications and documentation
- it has a very user friendly interface
- the task management tool is particularly useful for me
- ability to integrate with so many different systems is fantastic

Cons

- not the cheapest CRM if you opt for the premium package
- some elements of the software are not as fully realised as others

Review Source
 
 

Jim from Aqua Quest
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2018

July 2018

Don’t waste your time

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I have “tried” to use Insightly for 2 years, I paid for extra service, extra training and increased my software package. 100% Failed! Software is not tested or ready - But they still take your money!

Phone APP duplicates your contacts but the PC Version does not. If you delete 1 of the duplicated mobile contacts you are now deleted all your contacts including PC.

Weak customer service hides behind emails and never answers your questions always looking into it.

What a joke!

Pros

None, it’s Cheap but I would rather pay more to make it work just a little. To leave this message, they require more “pros”

Cons

Everything. You actually lose money after all the time it takes to teach them how to make a real software. 2 years lost! I am changing away from Insightly.

Review Source
 
 

Jenna from International Relief Teams
Specialty: Non-Profit
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2018

June 2018

Great design and easy to use!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Customer service is also a strong point for Insightly...not only is easy to get help via the phone and online, there are also helpful training videos.

Pros

Insightly has a clean, neat design that makes picking it up easy. One of Insightly's strongest features is its to-do list, which makes organizing and assigning tasks to team members simple.

Cons

The email marketing functions could be a little more built out. Compared to other CRMs, there are not as many options for email campaigns.

Review Source
 
 

Jim from Aqua Quest, Inc
Specialty: Other services
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2018

June 2018

Not ready for market

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I’m looking to switch of Insightly.

Pros

Pricing is manageable but that is where it stops. I have paid for upgraded packages and training only to find out the PC & Mobile software don’t work together. 80% of my employees use the mobile app. No Dashboards, duplicates contacts and when you remove 1 of the duplicated contacts, it erases all of them from the Mobile and PC software.

No sense of urgency from Insightly.

Cons

PC software does not work correctly with their Mobile Software. Mobile software duplicates contacts then deletes your contacts.

We paid an up charge for the new package and features only to find out they don’t work on the mobile software??? Smartphones???

Review Source
 
 

Kayla from Howard CM
Specialty: Other
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2018

June 2018

Insightly

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pros

Insightly is a great system when you have certain companies to target. It is very up to date and easy to read information and edit through the app while on the road. Overall a great CRM system.

Cons

The main thing would be that the filters could be more specific and also it is fairly expensive though in comparison to other systems.

Review Source
 
 

Amel from Casapiaui
Specialty: Education
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2018

June 2018

Good crm app but too expensive

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pros

It's a good crm software to have, specially when starting or managing a new venture. Insightly have many tools that helps one to organize all costumer informations which is essential.

Cons

The free version of the software is too limited and the other versions are too expensive, specially to new and small business.

Review Source
 
 
 
Showing 1-20 of 233

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
 

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
 

David from AMG International
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2018

September 2018

Just what is needed to small business

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

Pricing point is excellent and can grown with your business.

Pros

Powerful and diverse features for small business owner. Task management and client relations are top notch.

Cons

The integration point with email could be better. At moment, I need to cc an email related to the project.

Review Source: Capterra
 


September 2018

September 2018

Cost Efficient CRM

Ease-of-use

Functionality

Product Quality

Value for Money

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

The cost is great compared to other CRMs. I has all the basic features that one needs in a basic CRM. Setup and importing data is relatively simple.

Cons

Searches and autofills can be buggy and glitchy sometimes. The API lacks some of the features you'd find in a larger scale CRM

Review Source: Capterra
 

Lawrence from All In The Loop
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2018

August 2018

Very Basic CRM System

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 easy to use for both team members and administrators

Cons

Lacking quite a few features. Maybe not useful for larger organisations with complex sales teams.

Review Source: Capterra
 


August 2018

August 2018

Great CRM for G Suite users

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

For G Suite users, you'll have a CRM directly linked to your inbox. Insightly is easy to use and there are lots of features to allow you to customize the CRM to your liking. Insightly is competitively priced and they also offer a free version.

Cons

I didn't care for the design of Insightly. I also would have liked to have more marketing integrations added to Insightly such as email list integration and landing pages.

Review Source: Capterra
 


August 2018

August 2018

Full Features, Not all are Robust

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

The CRM functions in Insightly have been useful to my business. Overall, I found lots of small issues and bugs, and when I reached out to customer support, I had significant delays in the response time. Most of the time, the bugs would vanish before the support team had a chance to respond to me.

Pros

I liked the level of customization that was available with the Business subscription.

Cons

I didn't like that the software seemed to slow down as I added more leads and companies. Eventually my custom filters stopped working due to "complexity", even though those same filters used to work in the past.

Review Source: Capterra
 

Ryan from OnRamp Data
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Small Business 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

Insightly is a cornerstone of our business, and works well for us right now.

Pros

Insightly manages all of our leads and contacts very well. It comes with filtering that lets us find targeted leads for our clients.

Cons

Slow and clunky. Sometimes buggy when dealing with large amounts of data.
Our team has about 180,000 contacts, and Insightly sometimes can't even deal with filtering for 200-500 contacts.

Review Source: Capterra
 

Bianca from Med Aesthetics Group

August 2018

August 2018

Easy to use software!

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

Recently we switched from Salesforce to Insightly. This is a perfect software for a smaller, growing company. It's extremely easy to use. The cost was much lower than previous softwares we used and it has all the same features we were utilizing.

Cons

When you sign up you only get two trainings where they walk you through the platform and teach you what features you have and how to set them up. If you need anymore you have to pay which I don't agree with. However, as I mentioned before it's extremely easy to use and when I have had questions in the past they have responded right away.

Review Source: Capterra
 

Gordon from imagn Solutions

July 2018

July 2018

Insightly has grown with us quite well.

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

When we first decided on Insightly back in 2016 we fumbled around for a month or two importing leads and creating pipelines that no longer exist now two years later. Insightly now hosts a massive data base of our clients and is our first go to when interacting with them. Our company now depends heavily on Insightly every day and through the years has become ever more familiar and easy to use.

Cons

Just the initial start up and launch as Insightly has many many functions to utilize and improve your customer relations management process, but through trial and error Insightly now easily makes up for the rough start.

Review Source: Capterra
 


July 2018

July 2018

Great CRM For The Price

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

Good collection and organization of data. Powered up with some integrations its a wonderful CRM to get some real business value.

Pros

I like the diversity of the data provided and search capabilities are pretty wonderful too. Leveraging the data is pretty easy across the key departments.

Cons

Flexibility is limited. The drag and drop functionality seems a little more difficult than say other similar drag and drop functions like Tableau. But this isn't the best reporting tool, so it gets the job done for collecting and organizing data.

Review Source: Capterra
 

Adir from SquareLoot

July 2018

July 2018

A solid CRM solution for small 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
Pros

Insightly is a pretty straight-forward platform for managing CRM leads, keeping track of your sales pipeline and evaluating where your company is at.
It's pretty easy to use and get started, and it's a great fit for small start-ups that don't need robust huge platforms that are way too costly.

Cons

Nothing really to say here - it's been a pretty solid platform for us thus far. Pretty happy with it...

Review Source: Capterra
 

Austin from Elemerce
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2018

July 2018

Everything you need, in one place!

Ease-of-use

Functionality

Product Quality

Value for Money

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

Insightly is a great All-in-one tool to help you manage your business. This CRM can do it all. I like how we can keep all of our clients and leads in one place. As well, we can have tasks for day to day operations to be able to stay on top of our work. The amount of things you can do with insightly is incredible.

Cons

With all of the things that are possible with insightly, it can be a little overwhelming when you first start to use it. But, after practice, it becomes very easy to use and navigate.

Review Source: GetApp
 

Leah from Productive Power
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2018

July 2018

Useful tool with a few quirks

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

The searching is pretty simple, it's very easy to search across different fields (search for tasks, contacts, organizations, notes, etc. all at once).

Cons

Sorting your tasks by different filters is a little clunky. There are also places where they missed an opportunity to link to a higher level, like if you're looking at the notes to a task it can be hard to get to the main page for that contact without losing were you were in the task.

Review Source: Capterra