Insightly CRM Reviews: 4.2/5 — Solid Choice

Value for money - you get a lot of functionality for a low price. Plus, it's easy to use - so is perfect for businesses taking their first step into CRM.

Would like it to integrate with Wordpress easily. Also, it'd be great to see further enhancements to their functionality.

Perfect for entry-level CRM.

Easy to navigate and has a lot of features that are worthwhile.

It lacks a large amount of connectivity to other platforms. Namely connectivity to Outlook.

Customer management and logging of calls/meetings/contacts. Better visualization of visits etc.

Insightly easily allows me to easily organize and manage my customers and has helped greatly streamline my sales process. The tasking system is easy and quick to use and, as a sales rep that works with many new customers on a daily basis, adding new contacts is a breeze.

I dislike being forced to have separate contacts for the organization and those who work at the organization. Also, an update that was pushed a couple months ago really threw a wrench in my CRM process, and almost made me switch to a new CRM -- the amount of data entry that had to be redone to make Insightly work for my needs was huge and very costly to my company.

Previously, I was organizing my contacts using an Excel spreadsheet, which was very inefficient for what I needed. I work with ~2,000 different customers on a yearly basis, and Excel was simply not automated enough to handle that quantity. Insightly has allowed me to easily task my follow-ups with customers which was something I was previously unable to do.

organizes my clients and can generate custom reports and lead sheets for sales

takes a lot of effort and time. Have to have someone to enter all the information. also, lead section is organized my persons name, cannot change that, would be better to be organized by company name since we don't always have a point of contact yet when we generate a business lead. Also easier to recognize the lead by company name.

Helps to keep organized with regards to sales leads and processes by doesn't help move things forward unless all your sales reps are constantly entering everything from their meetings and calls, and are well read on how to utilize the software and smartphone app

Insightly lets me put everything in one place, so it is really easy to feel confident that my contact database is complete. It allows me to know who I have contacted when and about what so this is useful.

There are two things. Insightly does not actually give you a CRM workflow - you have to create that for yourself and put it on top. So it is not actually as intuitive as it could be. Second I had an instance when a lot of the tagging that I did on my contacts vanished and the helpline said it must have been something I did. I am sure it wasn't but I felt this was pretty unhelpful given that if you want to get any useful information you need to use tagging quite carefully.

So far the main problem insightly has solved is to give me a single place to manage my customer and target interactions. That said I am not yet convinced that it is adding much beyond my gmail account. I am not sure I have any really tangible benefits yet - that said I would have to admit that I am very new to the disciplined use of CRM so this is probably at least half my fault.

Integration into my gmail and linkedin accounts

emails are converted to contacts where I need them converted to leads. I manually change these to leads once a week.

Great way to easily create a sales process and flow. Reports are easy. Campaign emails are a great and easy feature.

Has adequate features, even on the free tier. As a starting real estate agent, there are already enough costs we have to incur, so having a starter plan that would not cost any money at first was an important consideration. It was very easy to get started by importing CSVs of our existing contact lists. Customizable and flexible. For example, I can create custom lead sources to track ROI on my advertising methods. Tagging also allows categorization of nearly any factor, such as which Facebook group I met a lead in. Linking records allows us to keep track of which projects a particular contact - escrow agent or mortgage broker, for example - worked with us on. The mobile app allows us to quickly look up contact information and history while on the road, as well as add or edit notes.

It would be nice if there were a way to create a "Customers" list that is separate from Contacts. This can be approximated using tags, but I would rather have them on their own list. Leads do not have the linking features that other records (contacts, organizations, opportunities, and projects) do. I'd like to be able to link a lead to the contact that referred them, for example.

We (my wife and I) are real estate agents using it to maintain contact information, cross-reference records, and track lead nurturing and conversion.

-easy interface -simple but effective companion app -merges well with other programs

-Having to attache a separate email address, usually in the BCC field to avoid possible confusion, so emails are bound to the correct account. I wish there was an auto-email comb extension.

-lead generation control and management -traditional CRM improvement

I appreciate that insightly offers the functionality to set repeating tasks. I don't have to worry if I've finished all of my quarterly tax projects or not because I get reminders with start dates and due dates.

I wish that you could set a date for a task to appear on your to-do list so it doesn't look like there is always 1000 things to do on the list.

I am able to collaborate with my employees and keep track of what has and has not been done for each client, especially during the busy seasons.

Being able to see our database grow, funneling from our website.

No universal tagging during conversions from contacts, to leads, to companies, to projects

Better customer data management

Tracks leads and projects through all the phases.

Doesn't scale to enterprise well or offer the ability for custom reports.

Track leads and clients through all the phases of the sales process and project development.

It's easy to use and it's mostly free. You can't beat that. The project integration is awesome as well.

There's a lot of features, but sometimes I wonder if they implemented them in the best way.

It's helpful for us to know who we are in touch with and who we need to follow through.

It's relatively easy to set up. Website is easy to navigate. It's intuitive to use.

Task management is much more difficult than it should be. Entering lots of tasks of once is laborious. Reporting is clunky.

Identifying opportunities and being able to track contacts and followups on that opportunity. Ability to streamline some of the repeated tasks that come with implementations. Biggest benefit has been that the process has become more systematic and repeatable.

I mainly use the task and project management tools

It's another separate site to go to when I've already got so many

Task & project management/delegation

For newly starting or very small business use Insightly is a good option. It is definitely a good place to start with people who are not overly familiar with using a CRM to bring all of the client information to one location and are looking for an inexpensive and simple CRM solution.

It does not feel very intuitive and I found it to be rather limiting when I am used other CRMs. To the rest of the members of the team who are not used to interacting with CRM software they do not find it as limiting. Though they also agree that it doesn't feel very intuitive or expansive.

It is helping us bring all of the information more into one place so that everyone can access it real time. This has been a big boon to us as the company has grown some this last year.

Easy to use. Love that it has a phone app.

Cannot print to do list. Lots of clicking through screens to make changes to existing information.

Prospect database Great way to store call notes and follow-up date.

Easy to add conversations and save contacts right from my email conversation.

Disability to assign task to more than one individual unless they were part of a created "team".

Being able to set reminders of task with due dates.

Super. Sleek. Intelligent. Cheap. I'm a big fan of Salesforce.com but was recently pushed into giving insightly a try. Most companies will offer a CRM solution with too many unnecessary bells and whistles that I feel are used to simply increase the price. Insightly offers something very clean and intelligent without the fluff.

The support model is slow and cumbersome. Email only support and only available on west coast time.

We needed better sales funnel transparency. We also needed to drop the cost of our current CRM as it was becoming expensive.

Insightly allows our sales to project managers to accounting team all be on the same page with clients instead of sharing gmail contacts inefficiently and not cross-organizationally. Transitioning the opportunities to projects is really helpful for our company. We also like being able to link emails and upload our contract for each project. Assigning owners is helpful and we also use the tag feature to distinguish types of projects.

The Quickbooks link breaks frequently. We have a lot of contracts that require the Project Managers to stay on top of billing issues so we still have to revert back to them asking accounting directly rather than having easy access to it on their phone or computer. The reports for sales conversions are pretty good, but for retention and clients who sign multiple contracts or duration of client lifecycle, etc. longterm profiles aren't there. We've also experienced timing out when we try to search and there is a delay when you're trying to link accounts or contacts to companies.

We're solving a disconnect between departments. It's essential that our clients feel like everyone across the organization has the same understanding about who they are and what their needs are from the receptionist to their project manager.

I love many features, one of them is the visual I get from connecting organizations to people as well as the tags, I love the tags! I love the task feature so much, I can't go through my day without it! It was very easy to get started, painless I would say. The initial transfer of information was very welcoming. Insightly has incredible customer service as well. I'm always impressed at the quick response I get when I have questions.

It only updates one way, from Insightly to my other applications and not both ways. It's not very intuitive to identifying duplicate organizations and/or contacts. I'd love it if it could see that Central Market and Central Markets is actually the same place.

Insightly has helped me keep track of tasks, keep my every changing contacts connected to the right organizations as well as helped me keep potential customers updated and contacted.

First I like the layout. Then I like that I can creat my own Piplines with Activity-Sets, to manage processes across team. I'm the only one in my section, so I need the help of my collegues to accomplish my missions. Then, also very important, I like the support insightly is offering. A direct and uncomplicated contact, fast and helfpful responses in a polite and likeable mannner. It's seems that the insightly team has a strong willing to improve his product, and they are always very close to her clients. So they know what Customer Relationship is, they are living it so this points to a promising product.

I do not like the auto-save, respectively auto-creation of organizations or contacts even so every stored mail is attached with my own name and my company name. I do not like the notifications solution of insightly. Either your settings generates no notifications or you get 3 notifications for the same action. Also i get notifications for my own actions..... Then I think the program should work more fluently. The operating should be more compact for users. It does creat to much unneeded datas and provokes incomplet data processing.

I manage our warranty process, from the first contact of our customer to the send back of the repaird unit to him. I use projects with pipelines and activity-sets. I store all information about a running case in the belonging project. I use insightly as archive and i use to optain report datas. Our administration use insightly for the accounting, to managed payment delays with repeating and reminding task. We also created a project-pipeline for the merchandise purchase process. For our renting we use opportunities with pipeline. We aslo created a integration to our webshop.

I like the way that the emails can be linked to the contact / organisation and the history the system gives. The mail chimp integration is also great.

I am not a fan of the new layout, I do prefer the old version. The ease of contact duplication has caused issues for us.

We needed a CRM to enable all aspects of the business to be able to look at customer history. It was also a good way to keep an organisation and contact database.

The organization and ease of finding records.

Sometimes it can be a tad clumsy but once you get used to it seems fine.

A new tool as a database for freelancers.

Troubleshooting is possible. We had an issue with duplicates and the developers were quick to correct that. When used consistently, it does help increase conversions.

-The customer service requires quarterly business meetings which are essentially meant to upsell you different products -Sometimes to correct a problem, you'll have to talk them out of scheduling a meeting with you, and just fix the problem and let us know when it's fixed without a meeting

Exactly what a CRM is supposed to do. Track leads, follow up with them, and help them become a member or a partner. It's a single place for all our client's leads.

Objects and fields can be easily customized.

Not terribly intuitive. And the reporting requires a lot of skill.

Helps us in scheduling our trainings. The Insightly calendar is useful.

It is user-friendly. Very self-explanatory and simple to train new users on.

The lack of integration between accounts and contacts is frustrating for a company that works sales using account-based methodology. Report building is also tedious, and they tend to break often.

We use Insightly as our CRM for our sales process as well as the sales process for our clients. We are managing 40 different client campaigns under one CRM.

Set up and dashboards are easy to make. Customer service and account management team are great.

The system is based off individual names and not company names. It is also hard to catch duplicate entries.

Our actual potential revenue pipeline and finding engaged prospects

Insightly is fast and works better than our other programs at work.

I wish it refreshed itself so I did not have to waste time refreshing all the time.

Insightly helps our team collaborate quickly and effectively across several states.

Very flexible and customizable. You can add lots of custom fields on objects and set up automations.

Lots of irregularity and warts. E-mail integration works for Google Business but not other accounts; have to forward E_mails manually to Insightly to get them to appear, and they intentionally block auto-forwarded E-mails for some reason. Can link people and projects, but can't link people and custom objects. Also, the UI is just plain slow.

It's a CRM.

I enjoy that the system is easy to learn and manage. The spacing between information is also apparent and precise. I also enjoy the fact that I can have the same system open in multiple tabs at the same time.

I cannot stand that sometimes I input information; it erases itself. Installers seem to be the main thing to input and disappear as soon as you press save, and no matter how many times you input the correct information, it acts as a piece of tape not knowing how to stick.

I love that I can write all the notes I need to. To be completely aware of what is taking place at all times is an extreme benefit. It also makes it easier to be able to stay organized.