Insightly

Name: Insightly Reviews
Item: Insightly
Author: Software Finder

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49 Review(s)

Insightly offers CRM and project management software for various industries, centralizing critical information and enabling web and mobile access. It is a simple, customizable, and user-friendly tool for productive customer and partner relationship management, although it is reported to be somewhat overpriced.

Insightly Specifications

Contact Management

Lead Management

Opportunity Management

Sales Forecasting

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What Is Insightly?

Overview

A cloud-based SaaS (Software-as-a-Service) solution, Insightly is widely used for its CRM capabilities by 1.5 million users around the globe. The platform is commonly used by small businesses in a variety of industries to manage operations at every stage from building customer relationships, generating quotes, delivering projects, and accelerating sales, and much more. Insightly offers seamless integration with an extensive list of solutions and tools including Gmail and Outlook plugins, Office 365, Evernotes, MailChimp, and other popular apps.

Important Features of Insightly Software

Insightly offers exciting and unique tools for email tracking, contact management, lead management, opportunity management, relationship linking, call management, workflow automation, project management, and advanced reporting. Insightly has a very intuitive interface so you won't need to spend lots of time and money on training. The software sets itself apart by incorporating features to not only gather data but also feed it to other apps in the user's portfolio. Insightly also offers a comprehensive smartphone CRM app which offers business card scanning and audio notes.

Use the free Insightly demo to learn more about its capabilities and functionalities.

Insightly Pricing

Insightly offers a free version for up to two users and three paid versions. If paid for annually, the Plus Plan costs $29/month, the Professional Plan costs $49/month, and the Enterprise Plan costs $99/month. Request for a custom Insightly cost.

USP: Provides small businesses with specific, enterprise-level modules for large companies and multi-level organizations for an affordable cost. 360 view allows users can organize contacts in categories such as customers, partners, vendors, and suppliers.

Support: Support can be reached via an online forum and phone (business hours).

Product Advantages

Offers granular sharing settings. Has a powerful BI integration that remarkably improves reporting capabilities. The mobile app features expanded workflow management tools. Creates web forms to harvest leads. Offers email tracking and a list of attractive templates.

Product Limitations

Lead assignment rules are only available in Professional and Enterprise plans. Does not offer an option for automatic email forwarding. Lead and contact information are split into separate tabs. No available pipelines for leads.

Still trying to decide if Insightly is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision.

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Insightly Reviews

Overall Rating

4.4

49 Review(s)

Rating Distribution

(25)

(22)

(1)

Share your experience

Overall Rating

4.4

49 Review(s)

Rating Distribution

(25)

(22)

(1)

Share your experience

Megan

Non-Profit Organization Management

Ease of use

Value for money

Customer Support

Functionality

Reviewed on June 2024

App Connect

Pros

Their App content is amazing. It really helps with efficiencies and workflow and does much more than I initially thought! I especially love how it automatically calculates our numbers.

Cons

It's not as intuitive as they claim. We definitely rely on the App Connect specialist's support, although it comes at a steep price. We're burning through our 10 free hours quickly and still have numerous projects needing assistance.

Jim

Construction

Ease of use

Value for money

Customer Support

Functionality

Reviewed on June 2024

12 good years of using Insightly CRM

Pros

Insightly's design is intuitive and easy to understand. I remember starting to use it on the first day, right after an initial walkthrough, without hiring anyone for assistance. As time passed, I evolved the setup. Opportunities and Projects are crucial for us, and with good naming practices, they are easy to refer to after completion, like "2023..Smith Company-New boiler project." Linking all parties to a Project is so simple. I attach price quotes to it, ours to the client and the supplier to us. Automatic tasks triggered when changing from Opportunity to Project can alert others to place orders and integrate into our financial software.

Cons

They keep pushing their AppConnect feature, but we don't really need that level of complexity. They do have many built-in interfaces with other apps like Quickbooks, which is somewhat limited but excellent for small businesses. However, their Service apps didn't meet our needs. We install boiler systems and offer ongoing services, requiring an easy way to send invoices and collect payments for our work. Insightly seems more geared towards software service contracts with annual commitments and office-based interactions, which isn't ideal when your work involves traveling long distances for repairs.

Amanda

Food & Beverages

Ease of use

Value for money

Customer Support

Functionality

Reviewed on June 2024

Solid & Easy to Use CRM

Pros

It is very easy to use, and I appreciate the custom views available for all users. The reporting features are excellent. Although custom modules have some limitations, they have worked very well for our business so far.

Cons

I wish there was a more seamless way to connect related requests to opportunities.

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