Insightly

Pros

The ease of onboarding & use. Ability to customize without having to use a developer

Cons

Nothing. All the features we needed, Insightly has.

Alternatives Considered

Reasons for Choosing Insightly

Switched From

Reasons for Switching to Insightly

Pros

Insight features a comprehensive feature set, and is easy to use, making it a popular choice for companies looking to streamline their operations and drive growth.

Cons

Difficulty integrating other systems....

Pros

It was extremely easy to install, even though I wanted to clarify some features and it was impossible.

Cons

I registered, I used it for a while for CRM purposes and then I wanted to close my account.

IMPOSSIBLE!

Insightly is spamming every day and there’s no way to go out of this day & nightmare

Pros

We can build functionalities that suites us without spending thousands of dollars with developers,Data can also be connected within Insightly,such as connecting contacts and organizations to request and project records.Additionally I like the Kanban view for tracking projects and the ability to pull reports and filter projects.

Cons

Wish we could customize more fields in Kanban view and assign colours for categorization.

Pros

Fairly easy to setup. The adoption rate is slow because a lot of apps are not available for it especially in an industry that is newer.

Cons

Objects do not talk to eachother making reporting extremely difficult

Alternatives Considered

Reasons for Choosing Insightly

Switched From

Reasons for Switching to Insightly

Pros

Insightly offers many products and features to be a one-stop-shop in the administrative world. It allows a company to keep all of their client information in one location and access quickly and easily. It allows emailing clients directly in the software as well as filing previously sent emails to a client.

Cons

The way that some of the fields are set up, they are not made for quick editing, copying, etc. The phone number fields do not have an automated template, the number can be input anyway. The address fields, specifically state, do not have preset options and either can be an abbreviation or spelled out. It would be nice if these were preset so that it is uniform when printing reports, etc. Lastly, once you create a lead, even after converting to a contact, the lead still shows up when that specific client is searched for. It can be confusing when you need to click quickly.

Pros

The product is extremely easy to use and customize. The system is very smart and has many modern capabilities such as recognizing when there is an existing contact which in turn saves time and redundancies. Everything is very well connected together and the system makes links that show intel to grow off of.

Cons

There are some minor glitches that can be fixed by refreshing the page but it does disrupt the flow. Pulling a report that connects multiple objects is also very tricky and sometimes impossible which then calls for a lot of manual work outside of the CRM that can be timely.

Alternatives Considered

Reasons for Switching to Insightly

Pros

Insightly does a pretty reasonable job as a CRM. It's quite easy to use and pretty. It has some integrations out of the box and is easy to customize.

Cons

No significant draw backs to it. I would say it's a middle of the road CRM system that is neither great nor terrible.

Pros

Essential front-end and easy customization of fields and pipelines.

Cons

Lack of pre-built connectors for the integration with enterprise platforms and portals.

Alternatives Considered

Reasons for Switching to Insightly

Pros

It covers all the bases- customisation, data import and export and all the basic features you would expect and I found it intuitive to use

Cons

It is lacking in some areas- automation workflows for marketing campaigns, and lead scporing on the entry level offer

Pros

The ease of tracking multiple types of projects and stages of the project and the visibility of each project's status. We tried Hubspot for two years and came back with Insightly as it was so much better to use.

Cons

The marketing function, and the products, pricebooks, and quotes could use some additional features compared to their competition. They aren't as easy to use and can be clunky at times.

Alternatives Considered

Reasons for Choosing Insightly

Switched From

Reasons for Switching to Insightly

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

I liked how easier I could manage contacts and tag them for a variety of purposes. This was my main reason to use the software.

Cons

As a solopreneur, I did not like that a lot of the features available didn't seem designed for me and I felt like I was paying for features I did not need.

Pros

Helps keep track of tasks and contacts very well

Cons

Wish there was a way to group tasks by a certain type of task

Pros

What I like the most is its ease of use and its ability to adapt to my ever-changing business needs. With this platform, I can organize and manage all my contacts, leads, and tasks in one place efficiently. I also love its ability to integrate with other tools like email and marketing automation, saving me time and increasing my productivity.

Cons

Although overall I am very satisfied, there is one small thing that I would like to mention as a negative. I have sometimes experienced slow load times when working with large volumes of data or using more complex CRM features. Although this doesn't happen often, it can be a bit frustrating when I need to quickly access some information or complete an urgent task.

Pros

The task and project management works well (even though it could be improved upon).

Cons

As a dedicated CRM system I feel it’s not the softwares strongest element. There is definitely better out there but as a joint package it makes up for its flaws.

Pros

Insightly CRM is perfect for managing client interactions and streamlining our corporate processes. Integrating apps is very easy. I have connected multiple apps, such as QuickBooks Online, Google Drive, Twilio, Slack, and many more.

Cons

A bit expensive, but the features and support are awesome.

Alternatives Considered

Pros

Simple to utilize: Insightly has an instinctive point of interaction and is not difficult to learn and utilize, in any event, for colleagues with almost no involvement in CRM programming.Hearty highlights: Insightly offers a scope of elements that empower organizations to deal with their associations with clients, including contact the board, project the executives, and deals mechanization.Customization choices: Insightly offers a serious level of customization, permitting organizations to fit the product to meet their particular requirements.Mix: Insightly incorporates with an extensive variety of other business devices, including email, showcasing computerization, and venture the board programming.

Cons

Restricted detailing capacities: While Insightly gives some fundamental announcing and examination highlights, it may not be pretty much as vigorous as some other CRM programming choices.Cost: Insightly can be costly, especially for organizations that require progressed includes or have bigger groups.Expectation to learn and adapt: Similarly as with any CRM programming, there might be an expectation to learn and adapt for colleagues who are curious about the product or CRM best practices.Client care: A few clients generally disapprove of client care, especially around reaction times and the nature of help gave.

Pros

The amount of information you are able to store

Cons

You don't have the option at the top of the screen to move pages. This needs to be at the top and bottom. When you go in and make a change and save it will take you to the beginning of the list and not keep you where you were on the list.

Pros

This software has all of the basic tools our business needed to begin using a CRM system. We were looking for a system to get us off the ground with coordinating our team's sales efforts, and Insightly has been very helpful.

Cons

There are some features that I would like to be included in the basic subscription fee that are only available if you add and pay for additional services, i.e. Insightly Marketing.

Pros

I like the ease of entering customer information/details such as contact info and type of customer.

Cons

The tasks, leads, sales pipeline seems cumbersome. Which it would be easier to follow and streamline.

Pros

I most liked Workflow management and activity lists

Cons

USer interface for Project and Task Management

Pros

Its easy to use for such a complex system

Cons

You have to download reports from a link sent in an email, would be better if the report was simply attached

Pros

The ease of use and how quickly I was able to get the hang of it. It offers everything I used Salesforce for in the past.

Cons

More features to prevent duplicates getting entered into the CRM would be helpful.

Pros

Insightly's design is intuitive and easy to understand how to set up. I recall starting to use it on the first day, right after an initial walkthrough. We did not hire anyone to assist. Then I evolved the setup as time went by. Opportunities & Projects are key to us and with good naming practices they are easy to refer to as needed in the future after completion: such as "2023..Smith Company-New boiler project". And all parties connected to a Project can be linked so easily. Attach price quotes to it: ours to the client and supplier to us. Automatic tasks when you change from Opportunity to Project can alert others to place orders, put into our financial software, etc...

Cons

They like to push their AppConnect but we really don't need that level of complexity AND they have lots of built-in interfaces into other apps like Quickbooks (which is limited but great for small business situations where elegant interfaces are not needed. Also, we tried their Service apps and found them lacking for the kind of Service that my company does: We install boiler systems and provide ongoing services for them--not free or by annual contract. So we needed a way to easily send invoices and collect $ for work done. Insightly seemed to be oriented to Software service contract situations where annual contracts are the norm and all interactions are free and nobody leaves the office. I suppose it is good for that but not so much where you have trucks driving 100 miles to do a repair.

Pros

The sales pipeline views were good because you could have lots of different pipeline views with filters and segmentation options applied without having to add them every time. It was easy to see pipeline value, create new fields and to move opps from one stage to another. Equally it was great for setting up automated email follow ups from demos and integrate with lots of other tools.

Cons

The lack of user management and access customisation means it is too easy to let poor spiral out of control and ruin your data. Equally the dashboards/Reports section really needs work as it’s unnecessarily difficult to create reports and dashboards for very simple metrics.

Pros

We have used Insightly for 8 years now and it has been so user-friendly to build our Program database. From the customizable fields to the reporting features, it does everything we need for it to do. Insightly has helped us to streamline our processes, making our mission easier to manage every day. And the reporting features have allowed us to provide every kind of data to generous supporters who in turn donate to our mission.

Cons

To get some of the features we are using today, the cost has increased significantly.

Pros

Highly customisable and cheap CRM to set up.

Cons

Problematic to use and lacks of automation and integrations

Pros

Its intuitive user interface, making it easy for teams to adopt and use efficiently. The customizability of pipelines, dashboards, and reports enable users to tailor the system to their specific needs.

Cons

The reporting and analytics tools to be less advanced compared to other CRM platforms, making it challenging to create highly customized or in-depth reports.

Pros

I like the collaboration capabilities with API via Appconnect, AutoCAD, BricsCAD, Loveland Innovations IMGING, etc

Cons

The cap of fields in a custom object, the automations not triggering correctly -> you have to delay triggers so that automations do not overlap and contradict each other. Sometimes automations to not trigger at all. There are a lot of holes and catch reports that need to be created.

Pros

Insighty is super easy to use. Being able to set tasks to know who you are chasing/following up means that it's all in one place and you do not have to depend on your outlook calender.

Cons

Reports are good but can be a bit difficult to set up.

Pros

App Connect is amazing. It really does help with efficiencies and workflow. It does so much more than we initially thought! We especially love how it automatically calculates our numbers.

Cons

It is not as user friendly as it is made out to seem. We really do need the App Connect specialist's support. App Connect is very expensive. We are going through our 10 free hours quickly and we have a lot more project we need help with.

Pros

I like the project management, pipelines, and the ability and ease of adding tasks and comments to various objects.

Cons

There are so many objects and fields, it takes new users a while to get accustomed to the interface. It also does not have intuitive searching and looks for verbatim entries

Pros

I like the scalability of this CRM solution.
Insightly is easy to use and simple to set up.

Cons

I have zero dislikes concerning Insightly.
Insightly is amazing.

Pros

This customer relationship management software has been functioning brilliantly.
I like how Insightly has been reliable and easy to implement.

Cons

Insightly has been sensational.
I do not dislike Insightly at all.

Pros

This CRM solution has been easy to use and dependable.
I like the efficiency of the features of Insightly.

Cons

I do not dislike Insightly at all.
Insightly has been so efficient to use.

Pros

Very user friendly, custom views for all users is great, reporting is excellent. Custom modules have their limitations but have worked very well for our business so far.

Cons

There needs to be a better way to link related requests to opportunities.

Pros

I really like how easy Insightly is to use. It is pretty streamlined.

Cons

Since Insightly is so streamlined, it is hard to make in-depth automations, especially when it comes to actions between different objects

Pros

Ease of use. Easy CRM tool. We are happy with the services and options.

Cons

We haven't found a con as of yet! We are happy.

Pros

1. Good UI
2. Works in less bandwidth
3. Easy to operate
4. Flexible product team

Cons

1. Relatively expensive
2. App is not optimised
3. Should work according to clients’ workspace/ availability
4. Should have AI integration

Pros

the ease of use and wide range of plugins

Cons

the restrictions on the marketing journeys

Pros

The visual simplicity and the ease of use for end users

Cons

Ramp time to understand how to best use it to get what I want done.

Pros

Insightly is an exceptional CRM platform that allows sales, customer success teams to be efficient and collaborative. Reports and insights are easy to generate. It is perfect for small businesses

Cons

Some features and functionalities with customizable fields are limited when compared to other CRMs

Pros

They offer sufficient customer support for setup and management

Cons

The entire interface and user experience is very poor. Cost is very high for a low quality product that looks 10-15 years old!

Pros

Once the system is customized for you, it is really easy to use.

Cons

The time it takes to customize it for me.

Pros

high-performance, easy-to-use software with very simple features

Cons

I find no disadvantages for the moment good for competing

Pros

It was one of my first contacts with CRM many years ago, I was delighted to be able to control all contacts centrally.

Cons

To be honest, I stopped using it because I found it quite complex to use, in fact it was my first contact many years ago, who knows, maybe I'll try again now that I'm more advanced in CRM.

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

As the title suggests, we've been using Insightly for a bit and we picked it because it was one of the few CRM systems that actually has different versions based on the type of organization/business that is using it. That makes the task management function perfect for us.

Cons

It's a great bargain for us for a full system, but we're really only using it for task management at this point. We've not expanded our use of it much because much of the functionality seems counterintuitive. We need to explore and we're a growing company and we don't have much exploration time!

Pros

Insightly has given us an ability to keep track of all our sales and all our clients' contact details so that we can contact anyone promptly. It is one of the bets CRM softwares and it is free for limited users and we don't need more users in our company so this software has become very useful to us.

Cons

There is not much cons but just one that we have found. Email integration could be improved. Other than that it is fine.