Insightly Reviews

Insighty is super easy to use. Being able to set tasks to know who you are chasing/following up means that it's all in one place and you do not have to depend on your outlook calender.

Reports are good but can be a bit difficult to set up.

Very user friendly, custom views for all users is great, reporting is excellent. Custom modules have their limitations but have worked very well for our business so far.

There needs to be a better way to link related requests to opportunities.

the ease of use and wide range of plugins

the restrictions on the marketing journeys

Ease of use. Easy CRM tool. We are happy with the services and options.

We haven't found a con as of yet! We are happy.

I really like how easy Insightly is to use. It is pretty streamlined.

Since Insightly is so streamlined, it is hard to make in-depth automations, especially when it comes to actions between different objects

1. Good UI
2. Works in less bandwidth
3. Easy to operate
4. Flexible product team

1. Relatively expensive
2. App is not optimised
3. Should work according to clients’ workspace/ availability
4. Should have AI integration

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.

As a solopreneur, I did not like that a lot of the features available didn't seem designed for me and I felt like I was paying for features I did not need.

I really like how Insightly can be customized and scaled to fit the needs of the business. We are a mid size company and other CRMs were too robust and complicated. Insightly is just right.

I think it is kind of expensive per user. I would like to see a lower monthly cost per user.

It can be used in simple form or allows us to enable more features as our needs grow.

There are certain limitations with customizability, but Insightly often addresses these and rolls out features updates.

Insightly is an exceptional CRM platform that allows sales, customer success teams to be efficient and collaborative. Reports and insights are easy to generate. It is perfect for small businesses

Some features and functionalities with customizable fields are limited when compared to other CRMs

high-performance, easy-to-use software with very simple features

I find no disadvantages for the moment good for competing

It was one of my first contacts with CRM many years ago, I was delighted to be able to control all contacts centrally.

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.

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

A bit expensive, but the features and support are awesome.

The task and project management works well (even though it could be improved upon).

As a dedicated CRM system I feel it’s not the softwares strongest element. There is definitely better out there but as a joint package it makes up for its flaws.

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

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

Very customizable and able to tailor the platform to fit the needs of sales. Straightforward pipelines. Lead/contact management is crucial to our business, and this platform helps store them in one spot which can easily be looked up. Email leads/contacts straight from the platform with pre-written messages.

The email notification about tasks being updated or changed could be cleaned up. 3 seperate emails for someone updating a task, the pipeline moving to a different stage, and a new task for me. Would like this to be more simplified, especially if someone uploads a file into my opportunities - too many email notifications to sort through.

It is relatively intuitive easy to customise, easy to align to specific business needs.

Effective linkage of the databases that sit behind the product. If i log an activity for a against a contact that is part of an organisation, that activity will not be visible under the organisation. This is a big miss. There needs to be total linkage between all databases that sit within the system. There should be a hierarchy from Organisation to Contact to Project to Opportunity etc etc. This causes significant issues when trying to track client experience.

Reporting
No reports are drillable - they are simply static reports limiting their use. I constantly find myself needing to export a report to Excel so I can build a pivot table to effectively use it.

User interface
The user interface is very old fashioned and clunky. This is not just a statement about look and feel. When i create a report i get a list of objects with certain data that changes on a regular basis. So I need to select the item from within the report and change the value. But I cant do this quickly from within the report. I need to click on the item which then loads a separate page for the record. Then I need to click into that record which show all of the fields for the entire record. Then I need to click on the field in question, change it and then save it. I then need to close that page down and go back to the report page and refresh the page before this change is visible. This is a terrible UI and UX for a modern product today that is now significantly behind the the currently expected standard.

The software looks good, and easy to use.

The software stuck a lot when multiple users use at same time.Software stuck when we edit 2 things fastly and jumping to another option.When we upload leads most of the time leads upload twice which makes duplicate leads.There is no option of task reminder.There is no option of timing when the notes added at that particular date.

* CRM and project management together in the same application

* Easy navigation between clients, leads, tasks, etc

* User-friendly interface

Far too many features are missing and it seems like Insightly just isn't in a hurry to make the necessary features available such as:

* Can't send HTML emails from within Insightly. It's 2016 -- HTML email has been around for a long time. It's so hard to believe that this isn't a priority for them.

* Can't PRINT any of the data from within Insightly. This is a necessary feature for our company (and I'd think for ANY company). What good can our data do for our company if it can't be printed out?

* There always seems to be some kind of bug with the Google calendar integration. Items appear as one date inside of Insightly and another date inside Google Calendar.

* Cost of service is ridiculously overpriced when compared to the basic functionality that is missing. Cost of $35/month per user means that it could cost us $350/month to migrate our team to Insightly -- we simply CAN NOT JUSTIFY SPENDING $4200 per year on a system that isn't fully functional.

* SLOW, SLOW, SLOW customer service / tech support. I reported an issue last September and I received a notification 7 months later that it has been resolved. Why do simple fixes take so long?

* They do NOT listen to what their customers want and instead choose to roll out new "features" that no one was asking for in the first place. We want HTML email and we want to be able to PRINT. Why is that so hard to do?

Tracking past activities and sales opportunities.

Not being able to track phone call activity.