Insightly

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.

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.

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.

Insightly Review

Pros

I truly appreciate how simple and easy Insightly is to use. Its interface is very intuitive, and the streamlined design makes navigating through its various features. Whether I'm setting up a new project or tracking tasks, everything feels effortless and well-organized.

Cons

Because Insightly is so streamlined, creating complex automations, especially between different components, is challenging.

Insightly is good, but there are better CRMs out there

Pros

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

Cons

The limits on fields in custom objects and issues with automations not triggering correctly mean we often have to delay triggers to avoid conflicts. Sometimes, automations don't trigger at all. Addressing these gaps requires generating numerous catch reports.

Good for a small company

Pros

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

Cons

With so many objects and fields, new users take time to adapt to the interface. Its search function isn't intuitive and requires exact entries.

Decent CRM but requires discipline

Pros

Sales pipeline views are useful because I can have multiple pipeline views with filters and segmentation options applied without having to add them each time. It is easy to see pipeline value, create new fields, and move opportunities from one stage to another. Setting up automated email follow-ups from demos and integrating with various tools is also great.

Cons

The lack of robust user management and customizable access makes it easy for issues to spiral out of control, potentially compromising data integrity. Moreover, creating reports and dashboards for simple metrics is unnecessarily difficult in the Dashboards.

Insightly's Features are Incredible, Making It a Top Solution

Pros

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

Cons

Insightly has been fantastic. I'm thoroughly impressed with Insightly.

Insightly Has Been a Scalable CRM Tool

Pros

I value the scalability of this CRM solution, which allows it to grow and adapt with my needs. Insightly is not only simple to use but also easy to set up, making it a practical choice for both small and expanding businesses. The user-friendly interface ensures that I can quickly get everything running smoothly without any hassle.

Cons

I have absolutely no complaints about Insightly. It's truly remarkable.

Insightly Has Been a Powerful CRM Solution

Pros

This CRM solution has been easy to use and dependable for me. I appreciate the efficiency of Insightly's features.

Cons

I have no issues with Insightly whatsoever. Using Insightly has been incredibly efficient.