Insightly Reviews

Pros

Insightly CRM has the most intimidating interface with easy to understand and quite productive features. It is a perfect tool for the customer relation for mid-size and small organizations. We can easily customize the tool in order to get it properly synchronized with our working and requirements.

Cons

From the initial look, it is not very much professional but rather seems to be a visually appealing tool. The integration with the other tool is also not so easy and reliable and affects the overall performance. The project collaboration tools also gives me a tough time so there needs to be some improvements required.

Pros

That we could customize. We were able to make this software work for our needs, which were a bit different than how the typical sales team might. We can track our orders and do great reporting.
Dashboards are very nice feature. Ability to customize pipelines very helpful and visuals are great. Customer support team is helpful and responsive.

Cons

Integration with our needs was a bit difficult. Our sales person seemed to understand what we needed to accomplish but I don't think the customer care person is as savvy. Customization is great, but if it impacts how you can report items or get most accurate data, user needs to understand that. We got creative in how we used items and where possible, didn't customize, just repurposed so we got the benefit of the connections Insightly makes. In our haste to be up and using, I don't think enough time was spent on that and rework was involved.

Alternatives Considered

Claritysoft CRM, HubSpot Marketing Hub, Salesforce Sales Cloud and Bigin by Zoho CRM

Reasons for Choosing Insightly

Did not like the web version as much as the local and the local had to sync properly. It's better to be in the web and Insightly affords that ease. People were challenged by using Act in some cases and I think just soured on it so sometimes it's best to start fresh.

Switched From

Act!

Reasons for Switching to Insightly

functionality, customization and cost

Pros

One of the things I liked most about Insightly was its comprehensive CRM functionality. The platform provided a user-friendly interface that made it easy to manage and track customer relationships. The contact management features allowed me to store and organize all relevant customer information in one place. I also appreciated the seamless integration with email, allowing me to track and log communications with clients. The task and project management capabilities were robust, helping me stay organized and collaborate effectively with my team. Additionally, the reporting and analytics tools provided valuable insights into my sales pipeline and overall business performance.

Cons

While Insightly had many positive aspects, one thing I liked least was the limited customization options. I found that certain aspects of the platform, such as the dashboard and report customization, were somewhat restricted. It would have been beneficial to have more flexibility in tailoring the system to fit specific business needs. Additionally, the customer support could be improved. There were instances where I encountered technical issues or had questions, and the response time and resolution process could have been more efficient.

Pros

It is relatively intuitive easy to customise, easy to align to specific business needs.

Cons

Effective linkage of the databases that sit behind the product. If i log an activity for a against a contact that is part of an organisation, that activity will not be visible under the organisation. This is a big miss. There needs to be total linkage between all databases that sit within the system. There should be a hierarchy from Organisation to Contact to Project to Opportunity etc etc. This causes significant issues when trying to track client experience.

Reporting
No reports are drillable - they are simply static reports limiting their use. I constantly find myself needing to export a report to Excel so I can build a pivot table to effectively use it.

User interface
The user interface is very old fashioned and clunky. This is not just a statement about look and feel. When i create a report i get a list of objects with certain data that changes on a regular basis. So I need to select the item from within the report and change the value. But I cant do this quickly from within the report. I need to click on the item which then loads a separate page for the record. Then I need to click into that record which show all of the fields for the entire record. Then I need to click on the field in question, change it and then save it. I then need to close that page down and go back to the report page and refresh the page before this change is visible. This is a terrible UI and UX for a modern product today that is now significantly behind the the currently expected standard.

Pros

The self-served ability to customize our pipeline by service offering.

Cons

Service after the sale to help us understand the other suite of services that we are not using well or at all.

Pros

CRM and contact management is fantastic. Our entire team has the mobile app and we can update info on the fly and everyone gets it at the same time. We use the Project Management tool daily to track and organize our work in a variety of areas. Pipelines ensure we don't miss any steps in our standardized processes.

Cons

The learning curve was steeper than we expected. With customer support's help (which has been very good) we are now in a place where the software is saving us time and continually making our work more efficient.

Alternatives Considered

Zoho CRM, Blackbaud Raiser's Edge NXT, Bloomerang, Salesforce Sales Cloud, Basecamp and HubSpot CRM

Reasons for Switching to Insightly

The seamless integration of the CRM part of the tool with with tracking our work in other areas such as projects, events, programs, workshops, etc.. in the project management part of the tool.

Pros

Insightly Helps small and mid business manage their leads and projects online, through a fully fledged cloud based tool that provides an abundance of smart features, including customer insights from internet sources, and structured project/opportunity management platform.

Cons

It is probably requiring some advanced knowledge from our end, but integrating Insightly with e-mail services, social media and other 3rd parties seemed to be complex. We've been using Insightly in its early times, and I'm sure that things went better afterwards with the continuous improvements by Insightly amazing teams.

Alternatives Considered

Vtiger CRM, Zoho CRM, Salesforce Sales Cloud, Salesforce Retail CRM, Bitrix24 and HubSpot CRM

Reasons for Switching to Insightly

In its first launch, Insightly shown more functions for small businesses that attracted me, especially for individuals with no previous experience of online software CRMs. Nevertheless, each of the other competitors on the market has its competitive advantage, and addresses the needs of a particular niche. Each consumer needs to know first what features make sense to their business before choosing a CRM.

Pros

The thing that I like most about Insightly is that it allows me to document everything from start to finish with each customer. For example, if I send an email to a lead/customer, all I have to do is add that as an attachment in Insightly and I can go back at any time and see anything that was linked with that particular person. This helps track progress when passing off to other team members, too. In a sense, Insightly brings all of the "record-keeping" together and puts in one simple platform.

Cons

The project management function is pretty basic. Unlike a couple other CRM software that I've tested, Insightly does not offer many of the graphical views that the others do. Being someone who has an easier time seeing data in the visual realm, this was a feature that I wished Insightly would add.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Switching to Insightly

Salesforce was not transparent in their pricing. Also, my colleague told me that she heard Salesforce is difficult to set up.

Pros

It was an ok product to use before we switched to HubSpot. Helped to manage customers, and projects.

Cons

Couldn’t do as much as Hubspot, though the price is very low

Pros

The search function, to a point.I like that we have a CRM system.

Cons

It doesn't look good. The work flow is clunky. It's so beige. The graphical elements are uninspiring. It is not intuitive.

Pros

I previously used a version of Salesforce for small companies called Salesforce IQ. It didn't link contacts to leads, projects and companies well. It synced too much information from email and most of it wasn't relevant. Insightly solved all of these problems and made it easy to connect the dots between a person, lead, project, etc.

Cons

The software graphics were somewhat childish initially, but they have updated the graphics over time. It would be great if the software provided analysis / charts on some of the data that is stored there without forcing the user to do it themselves manually in excel.

Alternatives Considered

DealCloud, Zoho CRM and Pipedrive

Reasons for Choosing Insightly

Comments above

Reasons for Switching to Insightly

Insightly was best for linking contacts, companies, leads and projects. They also had an email syncing tool which was helpful.

Pros

easy to customise pipeline, good online information support

Cons

unable to customise reports to the extent we need

Alternatives Considered

Trello, Basecamp and Asana

Reasons for Choosing Insightly

hunting for a product that could automate our reports

Switched From

Wrike

Reasons for Switching to Insightly

price was very competitive initially

Pros

Able to connect relationship between different contacts. It has the ability to create reports on a whim. Price is fair for the functionality and ability to customize to fit your industry's needs.

Cons

Not specifically geared towards the real estate industry.

Alternatives Considered

LionDesk

Reasons for Switching to Insightly

I chose Insightly for the ability to customize fields, tags, and reports.

Pros

They offer a free version to evaluate. Since it is without a time limit I used it and gradually became totally dependent on it. During a planning meeting with staff it was determined we could increase our efficiency by adding the professional version that includes email marketing tools and an easy interface with MailChimp. Now they have my paid business. It is with confidence that I agree to pay them for a monthly service that will be used by all members of my company. The program can accommodate the growth curve in a company such as mine. We started out simply needing contact management software. Later as our sales and marketing needs became more our focus adding these features was an easy decision. There are many videos to quickly bring a new user up to speed. The experienced user can use the videos to explore the many functions that may yet be used by a company as needs and goals change. The reporting function has recently become important as we need to know the results of our marketing and sales efforts. The tool is there and ready for us to implement. I think the more our company commits to using Insightly the more our communication between owners and employees improves. We openly share information on Insightly and our feedback has been positive. In the past before Insightly, communication was dispersed informally and sometimes led to bad feelings due to the inefficiency of word of mouth. Insightly is constantly making changes and updates to its software.

Cons

Its not visually pretty. I know that is silly but staff has to look at it all day and they like pretty.
When a new user/employee first looks at program they make the mistake of thinking it is an old program. While I am able to bring them along and show them it isn't true, their first impression is a temporary detriment to their learning curve and acceptance of the program. In order for Insightly to be the awesome tool it is, requires employee and leader acceptance. Everyone on the team has input and others depend on that input to do their job. Sloppy work seems to come from lack of acceptance. Part of this is my responsibility as a leader to insist everyone use the tools as intended but again, if the program had a new interface and pretty colors it might make a difference. Personally I always choose function first and then presentation but input from staff is a factor I have to consider. One other area I would mention is the difference between leads and contacts. They are not intuitive to some people and I think a better explanation and reinforcement in training videos would make it easier for the new user. This confusion has lead to some mistakes by my users that require a bit of corrective action by more experienced users. There is very little for me to find wrong with Insightly that isn't based on personal style and preferences.

Pros

Great CRM and Pipeline Management out the box!
Contact Syncing for Google is great - despite minor issues.
Good simple project lists.
Links nicely to Mailchimp and Xero.

Cons

Very very poor project management. You will need to use other packages for almost anything. No resource management. No Gantt charts. No visibility.

Email integration is rudimentary. Task integration is non-existent.

No Office 365 contact synchronisation.

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.

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.

Pros

Inslightl's interface is intuitive and easy to navigate, making it a great option for small business owners who may not have a lot of experience with CRM software.Customization: The platform is highly customizable, allowing businesses to tailor the solution to their specific needs and workflows.Robust Features: It offers a wide range of features, including contact management, project management, sales management, and more, making it a versatile solution for businesses.Integration: Insightly integrates with many other popular tools, including Google Workspace, Outlook, Mailchimp, and QuickBooks, which can help streamline business workflows.

Cons

Limited Reporting: While Insoghtly does offer some basic reporting features, they may not be sufficient for businesses with more complex reporting needs.Price: Insightly's pricing can be relatively high, especially for small businesses with limited budgets.Limited Automation: While Insightly does offer some automation features, they may not be as extensive as some other CRM solutions on the market.

Pros

The Insightly platform is user friendly and easy to access at an affordable price. It is a great tool for sales forecasting, sales management, and as a CRM. I would recommend it to anyone looking for a useful, customizable tool that is good to manage a small company.

Cons

I can't say anything bad about insightly. It does exactly what we need it to.

Alternatives Considered

Salesforce Platform

Reasons for Switching to Insightly

Price

Pros

Here are just a few pros:
* Easy to use and learn
* Integrated Light Weight Project Management
* Fast Response
* Great note taking
* Easy task tracking
* Great for sales cycles and customer service alike
* Useful Integrations
* Better User Interface than most (every tried Salesforce and couldn't find anything?)

Cons

A couple of Cons:
* Service - The guys and gals at Insightly need to learn to listen and pass information 'up the management chain'
* Task and Event Handling need improvement as reported by many clients
* Need fully functional 2-way sync with Google Calendar
* Need real workflow functionality instead of clunky Project Management (to their defense, lots of systems 'miss this one')

Pros

Insightly is a great contender in the small business CRM market. I had looked at many others (there are a TON of CRM out there), basing my criteria on integration with accounting software, ease of managing client information, and ease of managing client projects. Unfortunately, none of the CRM I looked at has strong integration into the accounting software that I ultimately went with. Insightly seems to have some great automation to help out with managing projects, but where it got beat out was the managing of client information. Since a lot of my business is conducted through social media, another software beat it in ease of integration with those applications.

Cons

As with some of my other reviews, I don't find much not to like with Insightly. It does what it does very well, it just isn't as integrated into social media as some of it's competitors. If I were doing less prospecting and research on clients- such as if I had a business where people were coming to me to get something made or repaired, then Insightly would be the winner. As it is, I spend most of my day finding prospects to put in the pipeline, and that would be more work with this product.

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.

Pros

Pretty easy to use, task and follow up easy to set up in a sign

Pros

I appreciate the ease of workflow and clean data organization and presentation.

Cons

Limited when tailoring list views per user.

Pros

Unlimited storage
Intuitive
Great gmail gadget

Cons

Falls short of full webmail integration
Only 25 custom fields - too few for my liking and no ability to have subsets of custom fields
No ability to share a project with a client