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.

“A good option for SMEs

Pros

It covers all the bases, customization, data import and export, and all the basic features I would expect, and I find it intuitive to use.

Cons

It lacks in certain areas like automation workflows for marketing campaigns and lead scoring at the entry level.

“A fair CRM tool but needs some improvement

Pros

I like the good UI, it works with less bandwidth, it's easy to operate, and the product team is flexible.

Cons

It's relatively expensive, the app is not optimized, and it should align better with clients' workspace availability. Also, integrating AI would be beneficial.

“Good Competitor Product

Pros

It was fairly easy for me to set up. However, the adoption rate is slow because many apps are not available for it, especially in a newer industry.

Cons

Objects not communicating with each other makes generating reports extremely difficult.

“Features of communication

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

Integrating our platform with other systems proves to be a difficult task, often requiring significant effort and technical expertise.

“Insightly is great for CRM

Pros

Insightly is excellent for keeping track of my tasks and contacts. It effectively organizes my responsibilities and connections, ensuring that I never miss a deadline or forget an important contact. The system's efficiency in managing these aspects of my work is highly beneficial.

Cons

I wish there was a way to categorize tasks by type.

“Intuitive CRM for Small and Medium Business

Pros

Front-end interface essential and the easy customization of fields and pipelines incredibly useful. The intuitive design allows me to navigate effortlessly, while the customizable fields and pipelines enable me to tailor the system to fit my specific workflow needs. This combination greatly enhances my efficiency and productivity.

Cons

There's a lack of pre-built connectors for integrating with enterprise platforms and portals.

“Insightly is a reasonable CRM with decent functions

Pros

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

Cons

There aren't any significant drawbacks to it. I'd describe it as a middle-of-the-road CRM system, not outstanding, but not terrible either.

“Avis insightly

Pros

It's high-performance, easy-to-use software with very simple features.

Cons

I haven't found any disadvantages so far; it's good for competing.

“CRM Software

Pros

Insightly is the best high-performance, easy-to-use CRM product with comprehensive features and very simple. It's flexible and practical.

Cons

I can't think of any disadvantages and would recommend it.

“Poor quality, high cost

Pros

They offer sufficient customer support for setup and management, which I appreciate.

Cons

The overall interface and user experience are quite poor. The cost is high for a product that feels outdated, reminiscent of something from 10-15 years ago.

“Customized for our industry (awesome) but not always easy to move around

Pros

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

Cons

I find it a great bargain for a full system, but I'm really only using it for task management at this point. I haven't expanded my use of it much because much of the functionality seems counterintuitive. I need to explore, and as a growing company, we don't have much time for exploration!

“A very useful software

Pros

In the free trial version, I am liking the contact database structure of the software and ability to manage them in a simplified way. I can contact clients directly and vice versa for any sales feedback or product issues. It is a very good CRM software.

Cons

So far, I haven't encountered any cons. However, I will know more after I get the full version of the software.

“Easy to use and perfect CRM!

Pros

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

Cons

It's a bit expensive, but the features and support are awesome.

“Good software that does the job well.

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 don't like that many of the features available don't seem designed for me, and I feel like I'm paying for features I don't need.

“Great product with great customer service

Pros

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

Cons

The amount of time required to customize it to fit my specific needs is quite frustrating and often feels unnecessarily lengthy.

“A modern and easy to use CRM that will save you time and budget

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 I can fix by refreshing the page, but they disrupt my 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 time-consuming.

“Affordable CRM with the features you need

Pros

I appreciate the ease of onboarding and use, as well as the ability to customize without having to use a developer.

Cons

Nothing. All the features I needed, Insightly has.

“Insightly is a great CRM Tool

Pros

Insightly offers many products and features to be a one-stop-shop in the administrative world. It allows me to keep all of my client information in one location and access it quickly and easily. I can email clients directly in the software as well as file previously sent emails to a client.

Cons

The way some of the fields are set up is not made for quick editing or copying. The phone number fields don't have an automated template, so the number can be input in any way. The address fields, specifically the state, don't have preset options and can either 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 I create a lead, even after converting it to a contact, the lead still shows up when that specific client is searched for. It can be confusing when I need to click quickly.

“Decent CRM with great features

Pros

It was one of my first contacts with CRM many years ago, and 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.

“The CRM that has given me full control of my sales and customers

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 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.

“Creative Alliance Review

Pros

My daily task scheduling, contact database management, and tracking sales have been simplified by Insightly, so thank you to the makers of this software.

Cons

There aren't many cons, but one I've found is that email integration could be improved. Other than that, it is fine.

“Excellent CRM

Pros

Insightly is an exceptional CRM platform that allows sales and 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 compared to other CRMs.

“Insightly, makes me happy!

Pros

It is easy to navigate. Easy to manage my tasks!

Cons

Sometimes it logs me out unexpectedly.

“Insightly Review

Pros

One of the things I liked most about Insightly was its comprehensive CRM functionality. The platform provided an intuitive 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 has many positive aspects, one thing I like least is the limited customization options. I find that certain aspects of the platform, such as the dashboard and report customization, are somewhat restricted. It would be beneficial to have more flexibility in tailoring the system to fit specific business needs. Additionally, 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.

“It does the job but there is possibly better out there

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 software's strongest element. There are definitely better options out there, but as a joint package, it makes up for its flaws.

“Customization and Flexibility

Pros

Streamlining communication: Insightly helps me keep all customer interactions, emails, and calls in one central location, which allows for better communication between team members and customers.

Cons

For complex analytics or multi-channel messaging options, I may need to look beyond Insightly's capabilities.

“Casual user

Pros

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

Cons

It doesn't look good. The workflow is clunky. It's so beige. The graphical elements are uninspiring. It isn't intuitive.

“Insightly is Great

Pros

The sheer volume of information I can store within this system is impressive. It allows me to keep track of an extensive amount of data, including client details, interactions, and project updates. The ability to maintain such a comprehensive database ensures that all necessary information is easily accessible whenever I need it, significantly enhancing my efficiency and organization.

Cons

There's no option at the top of the screen to move pages. This needs to be at the top and bottom. When I go in and make a change and save, it takes me to the beginning of the list instead of keeping me where I was.

“User Friendly

Pros

Insightly has been user friendly since the beginning, easy to navigate.

Cons

Sometimes there are bugs where I save changes, but they don't reflect immediately.

“CRM and More

Pros

What I appreciated the most were the workflow management features and the detailed activity lists. These tools allowed me to streamline my tasks efficiently and stay on top of every project. The workflow management helped in organizing and automating repetitive tasks, while the activity lists provided a clear overview of what needed to be done, ensuring that I never missed any critical steps. Overall, these features greatly improved my productivity and kept my work process smooth and well-coordinated.

Cons

The user interface for Project and Task Management is lacking.