Insightly Reviews

“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.

“Insightly is sales incite.

Pros

The self-served ability to customize our pipeline by service offering.

Cons

I need better service after the sale to help me understand the other suite of services that I'm not using well or at all.

“Insightly with IAA

Pros

Monitoring and recording past activities and identifying potential sales opportunities have been crucial aspects of my workflow. By keeping a detailed track record of previous interactions and outcomes, I can analyze trends, identify successful strategies, and learn from past experiences. This proactive approach not only helps in refining my sales tactics but also ensures that I can capitalize on promising opportunities effectively. It's an essential tool for maintaining a proactive and strategic approach to business development and client management.

Cons

I'm unable to monitor or log phone call activity, which is a significant drawback for my needs.

“Benefits of Insightly

Pros

Insightly is an integral part of my daily routine. Its organized and easily accessible interface is paramount to maintaining my productivity. Without this seamless organization, accessing essential information and managing tasks efficiently would become challenging, ultimately impacting my overall effectiveness. Insightly's structured approach ensures that I can stay focused on key priorities, collaborate effectively with my team, and maintain a clear overview of ongoing projects. This reliability makes it indispensable for enhancing my daily productivity and achieving optimal workflow management.

Cons

The UI could look a bit smoother, although that mostly comes down to personal preference. In terms of usability and functionality, everything is there.

“Complete sales management tool

Pros

I can integrate it with everyday apps like Gmail, Mailchimp, and Outlook. It offers a variety of tools for project management, from creating tasks and tracking time, to setting goals and deadlines. In this sense, it is quite complete. It also automates processes.

Cons

I find it difficult to learn and a bit complicated. It offers many uses for customization, and sometimes it's better to keep it simple for everyday use.