Insightly CRM Reviews & Product Details

I like being able to input contacts, add organizational details, and create tasks. The ability to schedule reminders for your tasks is beneficial. I use the software practically every day.

I wish i knew more about some of the other features/tabs in the program. Also, it feels like setting or updating reminder dates is glitchy. It feel like I have to update the task twice in order for the change to be implemented.

I am able to keep track of all my outreach efforts. I can plan how to talk to new and existing contacts, and create drip campaigns as needed. It saves me a lot of times and allows me to be efficient when I am building my contacts.

Leads management and conversion , Centralised contact management , business pipeline and reports

There are some applications that we use like Sales QL , Linkedin sales navigator that we cannot integrate

We are solving our opportunities follow up , Tssks follow up and business pipeline reports

I find the comments section the most useful as different team members can update tickets with comments and then there is essentially a full handover of where the task is up to without needing to physically talk to another person

I find i use the dashboard section the least although i do not need to use it i find it the least useful to me

Solves issues with customers quickly and efficiently, the benefits of moving task to certain days is helpful and reminds me on which days tasks are to be done

Very easy to use and navigate, the reports are useful for sales

It could be easier to add customers to the same CR number

Able to see easily customers I have contacted all week/month

I really like the fact that I don't have to type in the entire name of a customer, and it already pops out almost immediately in the TOP SEARCH RESULTS.

What I do not like is that if I type in the complete name and hit enter, the name won't be entirely at the top.

I am mostly using it for data entry, so I am just adding data for my account managers to use. Then from the data I input we will create our sales profiles.

I like how much information we can store in the database and then run reports to better understand what is happening with the program.

Sometimes there are programs that can't be combined, but would make the system easier to use for one use.

I am solving the issues related to running reports for any given area of numerical values.

Keeping track of tasks and activities is seem less

Pulling data for charts can be complocated

Keeping track of orders and tasks

The most valuable component of Insightly is the tagging feature and the ease at which I can capture email from Gmail. The integration with Google products is seamless and has continually improved over the years as Gmail upgraded. I'm in the entertainment industry and having the ability to connect the dots for a talent manager allows me to track every facet of my client's career. The other feature I like a lot is the recent activities stream. Not much is talked about this feature, but most CRMs do not have this display. To me, it is far more important to see what is happening moment to moment with everyone and everything surrounding my company as compared to sales charts or pipeline graphs. I love the comment component a lot too. I use recent activities in the same way companies use "Slack" or "Microsoft Teams". I wish Insightly put more effort into expanding this feature because like Slack it optimizes communication within a company.

I don't like the inability to adjust the order of activities within an activity set. It would also be nice if the link feature for the Gmail sidebar was more user-friendly. The older version of the sidebar was very convenient to add links to an email. This version is cumbersome, though I get that it is more versatile. When linking emails I just like it to be quick and simple. What I do now is just quick save and then go into Insightly to link. But this is a whole extra step that takes me out of email mode. Not that big of a deal, but certainly would be nice to adjust so it was quicker. The other thing is the mobile App is not great. In reality, it is practically unusable. It has certainly improved over the years, but it's nowhere nearly as useful as the online version of the software. Why doesn't the Home screen offer a "recent activities" view option? Also, the sorting of contacts feature simply doesn't work at all. As currently constructed it is nothing more than a dressed-up phone book. This is by far the weakest offering by Insightly.

The CRM allows me to track my clients and their projects with optimum efficiency. For a minute I started using Asana for tracking projects until I realized Inisghtly was far superior and it allowed me to stay with one program.

I like the pipeline and how I am able to track cases and categorize where they are at each stage

I haven't found anything that I truly dislike or would like changed with the program we use.

I like that the CRM can connect with QuickBooks this has become very useful with time tracking

It's so user-friendly. Everything is very accessible and well organized.

Deleting files - all the steps and reloading. That you have to go back to the page you are on. Need a bulk delete option. Also, that every thumbnail and attachment is grabbed from every email and filed. More stuff for me to delete.

We needed to add sales Force numbers from our Customer's System to our Organizations. We made a special object field & it worked.