Insightly Reviews

“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.