Insightly CRM Reviews & Product Details

I like the flow of how you can easily link and search accounts, customers and opportunities.

When you look up an opportunity it shows the contacts first.

I keep track of all my leads in notes.

You don't need to pay for any adjustment and everyone is able to do it from your company

People don't like to pay for things, neither do I, but seriously I don't miss anything, may be apps would be better than browser

I solved crm, project management problems

Ease of use and low cost for small companies.

The phone app seems old to me. I am using Android.

Keeps me organized. Streamlined work flow

Task tracking and allocation of projects

Lack of an easier way to edit and manipulate contacts

Keeping all tasks on schedule, following up and contact maintenance

I like insightly because the interface was easy for me to understand and use on a daily basis. I also love the iPhone app. I can access my clients information while on the go!

I wish it were easier to customize and export contact lists.

In 2017 I used insightly to stay on top of leads for the first time in my business. I can't believe I wasn't doing this for the previous 4 years! I am sure that due to my follow up I was able to retain and convert more leads into clients, whereas in the past I may have forgotten about people and failed to follow up. Who knows how much money I was "forgetting about" not having a CRM!?

It is a very simple, easy to use platform to keep me on track.

I don't like that I can't mass-change due dates

This keeps my daily & project related tasks in a simple and concise view, allowing me productivity outside of its program.

Easy to navigate and keep all contacts/information in one easy to manage CRM

I can't copy/paste names on the search field, it doesn't recognize the text unless I type within the field box

Organization

Easy to use, adaptable, flexible . I love that I can easily view my tasks, and look up my customers. I love the mobile app too!

Limitation on daily email. I don’t send emails every day, but when I have time to follow up on customers, I tend to want to complete this task with a large group of customers at one time.

Follow up organization of customers and prospects

El control de actividades con prospectos, seguimiento a negociaciones con clientes actuales, seguimiento a leads.

Cambiar manualmente os sets de actividades en las oportunidades.

Seguimiento con prospectos y negociaciones con clientes actuales, el seguimiento.

Insightly is easy to navigate and so quick to pick up and use.

Personally I'm not a fan of the colour palette they have used

Managing our inbound enquiries and sales process would be (and was) extremely difficult without Insightly. It allows many plates to be spun with little danger of letting them drop. The task manager is particularly useful for this. Insightly has had a direct impact on productivity and, as such, sales revenue.

I love how user friendly the interface is. There's no question about where to go or what to do when you're using the program, and for a lot of programs, that's a struggle just by itself! No, not here. Insightly really takes the guesswork out of where you go once you get into the nitty gritty of it all.

I honestly have very little to say as far as dislike of the program other than cost. The price is kind of a turn off if you're a small business. They should have a free ad-based version of the product to offer consumers on the lower end of the spectrum because it'd pay for itself for them as well as for small business owners.

I enjoy being able to get some info on who is my core demo. That's super helpful, and it's a simple task with this program.

This was an easy to understand and easy to use CRM.

There's nothing about it that I didn't like. With any CRM, you need to actively input data into it to get out what you want.

It helped me to track my prospects and sales process.

Insightly is very user friendly, has awesome import and export features, great tutorials and support, and a lot of cool features!

When we first started using Insightly, there were customizable email templates which were very helpful for inquiries that came in from our website. Those were dropped from the free plan that my company had.

Insightly is a great way to track interaction with potential customers and keep up with existing ones.

Everything is in one spot. Organizations, Contacts, opportunities, projects, tasks,

I'd like to see contact sync work better

All company contacts are in one spot; when workers move on we don't have to scour their laptops for contacts.

Insightly was very user-friendly and easy to navigate. I loved how easy setup was and that it had a lot of great features. Would definitely use again

I didn't like that it couldn't sync up with email

e-mail marketing

ability to connect contacts to various projects

honestly, there wasn't anything I dislkied

I deal with people on a lot of different levels, and I was unable to find a CRM that would let me have people attached to more than one project or part of my life/business before Insightly. Because you organize by project and person and can connect them, this proved to be a great tool - and the reason I recommend it to everyone!

Easy to use and understand. We keep track of our client activity and leads with insightly. I love that it's so easy to record emails and import documents.

Constantly having to sign in even though I save my username and password.

Very beneficial for keeping track of client activity and emails. All contact information is organized and easy to access.

Insightly is very easy to use, on the desktop or mobile app. The standard set up is very robust and the customization (custom fields, custom filters, custom reports) allows you to use it exactly as you want to. The link with Gmail makes tracking emails a breeze. The integration with Xero allows my team to see client's payment information without giving them access to the accounting software. The integration with TimeCamp allows our time tracking software to always be updated with all our clients without having to manually add them.

When linking an email to Insightly, I wish it wouldn't automatically link the email to me as a person and organization. I also wish that when you link an email to Insightly, it wouldn't create a new contact for every person that was a recipient of the email.

The integration with the various other programs we use allow us to be very streamlined and efficient. We do not have to manually add a new contact or client in multiple programs any more. And the reporting allows us to know the stage of each project and opportunity at a glance.

I like that the CRM was free first and foremost, but my expectations were low. Thankfully it has been an amazing experience and an asset for my company.

I haven't figured out how to integrATE OR CONNECT THE crm to my lead pages. This is my primary issue but I'm using the free version so no need to complain until I sign up to pay

crm management

Using this tool is convenient for our team as we can information store and share in a consistent basis

I would like for the different categories to link (organizations files to be automatically listed with the project files)

We offer clients H2B visa needs and when a client needs to refer back to previous service it is all at our fingertips.