Insightly CRM Reviews: 4.2/5 — Solid Choice

I like how it integrates with gmail which is what we use.

I don't like that it doesn't have a mail tracker.

We are no longer using this as our CRM platform.

I discovered Insighlty after demoing many other options. I have used other CRMs at previous jobs but did not need such an elaborate database for this new job. It was easy and quick to implement and covers the bases.

Cons Insightly is missin ga few features. I wish some fields offered more customization, but for now, it is doing the trick. when I need more, I will just have to upgrade.

Lead nurturing

I did like now the system was highly customizable and can be used across many different industries.

i thought that the system was overly complicated and difficult to use as a beginner.

Real estate

Great Functions but need to continue adding

BUGs! Has issues all over the place and they can be fixed ona case by case basis. Making workflow VERY slow

CRM

Insightly has a good user interface that makes it easy to use.

The initial setup process seems to take awhile.

We are trying to keep up with our contacts and turn them into leads.

I like the ability to track tasks against a project, and to have these tasks automatically generate as the project progresses through a pieline

It is infuriating that everything has to be manually linked together. Also, objects such as organisation automatically create, causing a drain in resourced in trying to keep the system clean and avoid paralysis through too much spurious information

We use insightly for leads management, sales management and project management. It gives good of progress transparency in all areas.

I think the best part is search and email attachment widget

The design and overal look and feel of the platform. Also I don't like that there is no easy way to connect google calendar

I don not understand this question

Insightly is easy to navigate and quick to use, that is why I compare it to a sports car. Some CRMs (mac trucks) hold heftier functionality with finance and inventory but they are difficult to learn and clunky to operate.

Since Insightly is browser-based, it can be slow. User interface is a little crude and company, contact records do not show meaningful information in lists - you need to explicitly filter to see the data you want. Tagging feature is nice, and it makes up for generally rudimentary controls otherwise.

Simple sales forecasting and tracking, sharing of contact informaiton

Easy to filter and find specific organizations/prospects. Also updated profiles is easy.

Email activity doesn't capture bounce backs. Must be manually updates as a non working email.

Sending out emails to specific niches is easy. But sending it out directly through Insightly filters it as spam in inboxes.

The customization that you can implement is very nice and makes things easy to find with all the unique fields you can put in.

I strongly dislike the 1-hour cache. It's been brought to my attention that dashboards and reports can't be on the same speed level of updating, it has to be one or the other which is ridiculous. My company mainly uses reports and with them being cached for 1 hour this really makes things difficult to coordinate because we can't see the updates from the report, we have to go into each individual project.

We're able to group all of our customers into multiple reports so we can tackle different objectives for that customer's project and handle a bunch of different things at once.

Visually, it looks great and less cumbersome than other CRMs.

It does not have enough fields for certain things, it's hard to keep track of notes, and it creates duplicates too easily. It also doesn't integrate with many other software.

Insightly was brought on to help track the sales cycle and allow multiple team members to check in on progress.

There is a lot of flexibility with Insightly for integrating other products.

I wish Insightly had more of the features we need built in, like time tracking and asset management.

Insightly has a very user friendly design and the workflow automations are really great.

Insightly is affordable for my company, a small team of 10.

The UX is cluttered, I've struggled to find the logical flow, and generally could not get into using it. Previously used Salesforce at several jobs, and just really struggled to find Insightly as user friendly.

Sales tracking and project management. It helped us store contacts.

Having the application web based makes it very flexible.

There is NO proactive support for the product. We have huge problems with the email system which, when contact support, they say "oh yes there is a problem with that" yet they have never said a word about it even though they knew it was an issue. The calendar is very weak and the integration with Google calendar is dismal. Lastly, all support is via email which makes considering this application a mission-critical application for a business is very troubling.

We had hoped to solve a calendaring issue, an email issue, and a repository issue. We have only been successful at the repository. Calendaring and email continue to be very weak.

Highly user friendly and great interface. Free feature is great for startups. And the 24/7 customer service support is not bad either!

Some aspects can use a bit of tweaking but overall it works pretty great!

Helps keeps all contacts on one place and tracks progress of ongoing projects . Easy to assess the state of each activity based on completion of tasks.

That I can manage Projects from the insightly platform

That You can not import a current google calendar to be managed from within insightly.

We have a centralized CRM that we are building. We are slowly implementing insightly. There is still alot to work on before we can use the system company wide.

Pretty easy to navigate around the interface. Support is fast with responses.

This is marketed to small businesses (hence the low price point) but there are still features that require more technical expertise to set up, like email configuration. The major issue is if you don't set it up, 50% of your emails will go to Junk. Also some features missing that I wish were there -- insert fields other than name into an email (like company name), the tracking of email link clicks did not work, and the web to lead form can only have 1 version, doesn't offer Required fields (although I do think there is a workaround here...I don't have time/resources to code this addition).

Tracking leads and contacts

Easy to use interface with many options on how you can navigate to the different features. It works for google brains best.

They did an awesome job updating and adding features, and then they started to charge the hell out of everyone completely blowing past the price points that were appropriate for their customers. I have put more than 30 clients into Insightly and my value as a partner was light to none.

It was a great product for clients that are 100,000-500,000 in revenue. They were able to easily streamline and understand the program.

Easy to read information about contacts

Not a very effective CRM- information is limited, flexibility is limited. Not a great CRM

Problems- using it. not an effective crm

The dashboarding feature as a homepage is a nice place to reflect on your current sales pipeline

A lot of their features and nomenclature just don't make sense. Why should I have to convert a lead to a contact? Why do I have to have an opportunity? The attachment of contacts/notes is extremely taxing. The layout is not user friendly with the side bar that pops out. There are many things that I dislike about Insightly. It just doesn't make sense.

We are trying to organize incoming leads and also manage current clients. There aren't many benefits of Insightly. If anything it makes it even more complicated because our organization does not want to adopt the software.

the dash board was pretty. offered nice insight into wins

lacked easy implemented automation options. Had to use workarounds for many functions

marketing and customer communication automation

I like the channel that displays all the activity

the navigation structure, it is not easy to navigate and not very user friendly . other crms are much better

tracking activity , keeps sales people organized

Easy to change features and mold into different style of organizing

Not suited for real estate industry. Hard to reconfigure

Customer organization of information.

I liked the reports feature. Although there are some issues, it worked relatively well.

This CRM really couldnt handle what was needed in the industry I work in (real estate). The search bar was often faulty and never had a streamline flow. There were a lot of issues with the newest version, so we all switched back,

It is a nice way to track clients are view statuses, however, hard to be compatible with real estate.

leads are all in one place and grouped by category

Really tedious and little tech tweaks needed

Managing clients

Ability to customize colors. Functions as a CRM.

Confusing to use, big learning curve, just not great. Submits double contacts half the time.

SEO opportunities, upsells, follow up.

Simple to use, low cost CRM solution. If your needs are simple this could be an option.

Not very feature rich. Not easy to tailor.

We just needed a quick, cost effective simple CRM

good pricing model, easy to use overall

it took them quite sometime to roll out leads as a contact database; that should be intuitive too many duplicate records created

I am trying to distinguish between real contacts and prospects; track deals; stay on top of who I am connected to

Fairly simple to use. I have been using Salesforce.com for over a decade and since I needed a free product for my startup I had to change. This was somewhat close in philosophy. The only other thing I like is that it is free. But the minute I can pay a penny for a system I will get off Insightly. Their customer service is non-existent. I've not experienced something like it before.

Horrific customer support. They do not do phone support at all....they flat our refuse. Their billing is awful and confusing. We reduced our number of licenses but still were billed for the higher amount. Turns out they had a bug that wasn't taking the decreases to licenses, only increases. And they don't give refunds so even though the error was theirs it did not matter. Right now, if you are locked out due to a password issue and you hit the "Reset Password", they will send you a link and when you click on that link it asks you for your password. We've had someone locked out for 3 weeks and counting. They seem to ignore this question and simply send the same link requesting the password each time.

Manage a simple pipeline. For anything complex or for complex organizations it will fall flat on its face.

Insightly is definitely cheaper than other CRMs I've previously used. They have CRM basics for teams that are very small or just getting started.

Here are the major drawbacks to being on Insightly, and why I wouldn't recommend them to anyone, even small or upcoming businesses with fewer CRM needs: 1. Their support teams have been inconsistent and honestly unhelpful. I've had to fight to have people answer basic questions, and a simple request will take 2-3 emails to get a response. 2. They don't play well with others/do not integrate with any external platforms. This is a huge pain, and even basic email integration back to Insightly is a headache. You cannot easily track activities from your teams, there is no call recording or ability to integrate with a dialer, and if you use a marketing automation platform then you miss out on all marketing clicks, emails, sends etc. 3. Their only solution for solving their integration issue is their new AppConnect platform, and it is difficult to set up for the average user. Even after multiple trainings I am still unable to make changes without consulting their team. The platform is built in JavaScript, and even after looking at Workato documentation and watching multiple videos I still cannot understand their task usage policies. There are hidden fees where if you go over their task limit they automatically shut off all of your "recipes" with very little notice. Feels like a bait and switch and they require payment from you to use a platform you already pay for. 4. Very difficult/impossible without app connect to update one object based on another object being updated. Examples would be updating an account when an opportunity is created. This cannot be done outside of appconnect, and is very difficult to set up when inside of the appconnect platform. In other CRMs this type of workflow is much easier and does not require the purchase of another tool to do a basic CRM function. They have workflow rules, but those only can create other objects and not simply update (i.e. a task is created when an account is updated).

Insightly has been acting as a CRM/source of truth for our product level information. It is basically a holding place for data until we can push it into other systems where we can get better reporting and do more automations based on specific trigger criteria.