Insightly Reviews

“offers great security!

Pros

The security is excellent and I like that it provides good value for both individual users and teams. Customer support is also helpful but comes at a premium. It even includes a solid set of task management tools and very effective team collaboration features.

Cons

Getting help as an individual user means we are limited to email or chat. For guided setup or live phone support, we have to pay for a Premier package that costs between $1500 and $3000. The individual plan felt very basic while the team plan was much more powerful but also significantly more expensive.

“A simple and user-friendly interface

Pros

I really loved the simple, user-friendly interface. Another huge plus is how much freedom you have to customize the dashboards exactly how you want them.

Cons

The main drawback as per me is that the free version is pretty limited in what it can do.

“Affordable but complex CRM

Pros

Its main strengths are its affordability and its potential. It's a very cost-effective CRM to get started with and it offers a high degree of customization for businesses on a tight budge

Cons

Unfortunately, realizing that potential requires significant effort. The customization tools are not intuitive, making the platform difficult to work with. It also lacks robust automation and native integrations, so connecting it to other tools in your stack can be a challenge.

“customizable and linkable platform

Pros

It's great that we can build the exact features we need without paying a fortune to developers. I love how you can link data across the platform like connecting contacts and companies to specific projects. The Kanban view is perfect for tracking progress and creating filtered reports is very easy

Cons

It would be great if we had more options to customize fields on the Kanban board and use color-coding for better organization.

“Highly customizable interface

Pros

The interface is very user friendly which makes it simple for teams to learn and use effectively. Plus being able to customize the pipelines, dashboards and reports lets us adapt the system to our unique workflow.

Cons

As per me the reporting and analytics features are not as sophisticated as what you find on other CRM systems which makes it tough to build really detailed or custom reports.

“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.

“Super Easy

Pros

Insightly is super easy for me to use. Setting tasks to know who I am following up with means it's all in one place, and I don't have to rely on my Outlook calendar.

Cons

Reports are useful but can be somewhat challenging to configure.

“Insightly feedback

Pros

The intuitive interface makes daily tasks simple and efficient, while the diverse plugins provide the flexibility to customize and enhance the system according to my specific needs. This combination significantly boosts my productivity and streamlines my workflow.

Cons

The limitations imposed on marketing journeys are quite restrictive, making it challenging to create effective and comprehensive marketing campaigns. These constraints hinder our ability to fully customize and optimize our marketing strategies to reach our target audience efficiently. Without the freedom to design and execute tailored marketing journeys, our overall marketing efforts feel constrained and less impactful. This restriction ultimately affects our ability to engage potential customers and drive business growth to its fullest potential.

“Insightly Works GREAT for our Org

Pros

I've been using Insightly for 8 years now, and it has been so easy to build our Program database. From customizable fields to reporting features, it does everything I need it to do. Insightly has helped streamline our processes, making our mission easier to manage every day. The reporting features have allowed us to provide all kinds of data to generous supporters who, in turn, donate to our mission.

Cons

The cost has significantly increased to access some of the features we currently use.

“Insightly is Great!

Pros

I value the visual simplicity and the ease of use that Insightly provides for end users. Its clean and intuitive design makes navigation effortless, ensuring that everyone, regardless of their technical expertise, can use the system effectively. This user-friendly interface enhances the overall user experience and helps streamline our daily operations.

Cons

The learning curve to fully utilize its capabilities efficiently takes time.

“We love Insightly

Pros

It's easy to use. I find it to be an easy CRM tool, and I am happy with the services and options.

Cons

So far, we haven't encountered any downsides! We're very satisfied.