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Insightly CRM Reviews: 4.2/5 — Solid Choice
Popular among small to medium sized enterprises, Insightly is a SassS-based CRM platform with 1.5 million users globally. Users rely on the solution to manage customer data in a central platform, manage and nurture customer relationships, boost sales, and deliver projects in a timely manner. The platform works seamlessly well with Gmail and Outlook plugins and supports multiple integrations with numerous systems.
| Capabilities |
API
|
|---|---|
| Segment |
Small Business
Mid Market
|
| Deployment | Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone |
| Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
| Training | Documentation |
| Languages | English |
Insightly CRM Pros and Cons
- Compatible with Android and iOS devices
- Visual dashboards for tracking important metrics
- Data integrity, security, and regulatory compliance
- Highly flexible appointments, calendaring, and events
- Automated tracking and updates
- No live chat support
- Only available in one language
Compare Insightly CRM with other popular tools in the same category.
Insightly CRM is best tool for customer relation management and it comes with lots of reliable features which makes business management easier. We can easily customize product features and get customers easily for deals. It integration with other social media application let us present our product in front of people. This tool is mostly used for contact management, Relation management and for Pipeline management and it this tool is stable for work.
Insightly CRM is an online tool and while working on smart device it works little bit slower. Reports and Dashboards are not proper organize in this tool. Feature of this tool are little bit tough for new user and we have to spend more time to grip on this tool. Another big difficulty I face while working with this tool is that while purchasing premium version this tool is little bit expensive.
Insightly CRM is best choice for any kind of sales business and it lets us find customer easily for deals, it works as an automation tool for us and gives us opportunities to upgrade our business to high level. Customer tracking feature is awesome and It’s my favorite because it keeps me connected with customer and we can communicate with each other for further information. I found this tool very good and I recommend my friends to experience this great tool.
Insightly CRM is best tool for customer relation management and for product management, it let us customize our product regularly which help us to automate our business of marketing. We can get customer easily for deals and its integration with social media let us present our product in front of online world. Report and fields are well organized in this too and its customer tracking via email keep us connected with clients and we can communicate with them for further information about production status.
Insightly CRM is well organized tool for business of marketing and it has all the basic features for complete our all the needs of sales business, so i didn't find any serious issue while working with this tool. I found this tool very effective for all kind of sales businesses.
Insightly CRM is one of the trending CRM tools of market and it comes with specific features for sales business. We use this tool for Contact Management and for Marketing Automation it serves us very well. It installs easily on our system and this tool is very stable for work, Customer tracking is one of the best features I like most because it keeps us stay in touch with customer and we can easily track customer for further information. Mobile version is another big option for our business and it keep us connected with our business from anywhere.
Insightly CRM is great tool for managing sales business and it features of this tool are very stable for work. We can automate are business via this tool and we can get customer easily for deals. It enables us to create a strong relation with customer which is good for our business. It integrates well with other applications and accelerate our sales process. We can track customer easily and via emails and communicate with customer at any time.
As Insightly CRM is an online tool so it also has some limitation which makes our work bit tough. Reports and dashboards are not proper in this application and small bugs occur during work. I have to do so many clicks for set this tool up for work which is time consuming. All of its features are bit complex for use so new user need more training to grip on this tool. This tool is bit pricey for purchase and customer service need more improvements.
Insightly CRM is very effective tool for business automation and it let us present our product in front of online people. We used this tool for Lead Management and for product automation, it integration with social media application let us organize our product. Customer tracking feature is awesome and keep us connected with clients. Also available for Android and for other smart devices.
Insightly is a powerful, easy to use CRM software with the native integration to Gmail, Mailchimp and the other popular softwares. Insightly provide the great opportunity to manage at the every stage of the sales process, link customers relationships, deliver projects, built quotes and much more. Through this software it is so easy of marketing and the sales process. Insightly software allows our companies to manage sales, contacts, projects, opportunities and the clients fulfillments in a very clean, efficient and users friendly way. Insightly has more powerful sales pipelines management, strong task management and integrated CRM and projects in a more efficient way.
We often face issues with the mail forwarding as we have to do it manually every time. Dashboard is also very much complex and we have to go through a lot of difficult procedures to learn it. They are also not offering any kind of mobile support.
Insightly is a more powerful and easy to use CRM software. Insightly provide the great opportunity to manage the every stage of the sales process, link customer relationships and the deliver projects. Hence through this software it is so easy of marketing and the sales process. Insightly software allow our companies to manage our sales, contacts, project, opportunities and the clients fulfillments in a very clean, efficient and the users friendly way.
Insightly is best CRM tool of market and it work as an automation option for our business. Insightly CRM is an customize application, so it let us customize product regularly and convert product feature as requirements of customer. It let us track customer easily and communicate with them for further information about deal. Its integration with other applications very well and makes our work easier. Customer support service work effectively and guide us regularly about problems are we facing during work with this tool.
Insightly CRM is an online application, so it also has some drawbacks which create difficulties for our work. Reports and Dashboard features are still lacking and not well organized as well as organized in Zoho or in HubSpot. Many of CRM tool are trending in market so Insightly is not popular and technical issues need more updates because small errors occur during work. My experience with this tool is for a short term so I found this tool little bit expensive.
Insightly CRM is good option for sales business and it perform very well for marketing business. We use this tool for Contact Management, Lead management and for account management. It’s easy to install and work very well for our company. Insightly is also compatible with smart devices which let us work from anywhere or from any other device. As my experience this tool is bit expensive but on other hand, it works well for Customer relation management.
Insightly CRM is specific tool which gives us many reliable features for run sales business easily. It let us update our product regularly and allows us to convert product features as requirements. It integration well with other social media application and also with Mail which keep us connected with customer. It enables us to create a strong relation with customer and let us communicate with customer at any time for further information about deals. We mostly used this tool for Lead management and for Contact management.
Insightly CRM is a server host application so it requires high speed internet connection for work perfectly and while using this tool on mobile phone it does not work well on cellular data connection. Mobile version doesn’t have all the basic features as PC version have. Dashboards and repot features not well organized and need more improvements for better work. Price of premium version id bit expensive to buy.
Insightly is good CRM tool for manage business of sales and it works very well for us. Overall design and feature of this tool are easy to use and it install easily on our devices. It works very fast for Lead Management Contact Management and for Task Management. Customer tracking feature and integration with other applications work effectively for our business and allow us to automate our business. My experience with this tool is for short time but it works great.
Insightly is a CRM tool and it comes with many efficient features which are very helpful for marketing business. We can update our product regularly via this tool and find customer easily for deals. Insightly CRM work as a bonus option for us and provide us opportunities to automate business on high level. training videos is very helpful for me enable me to grip on its features. It integration with other applications let us present our product in front of world and we can get customers for deals.
Insightly CRM is an online application so it required strong internet connection for work and sometimes work very slowly while using this tool on any smart device. Free version doesn't have all the features as well as paid version have. As for small businesses this tool is very effective but this tool is bit pricey rather than other alternatives. Customer support service and technical pints need more improvements for better performance.
Insightly CRM works efficiently for us and we mostly use this tool for Contact management and for Lead management. It allows us to create a strong relation with customer and stay in touch with them. Customer tracking is one of the best option of this tool because it enables me to communicate with customer for further information and for further steps of deal. My experience with this tool is great and i recommend my other friends to experience this specific tool.
Insightly CRM is best tool for manage our business of marketing and with the help of this tool we can create a strong relation with customer. We can update our product regularly via help of this tool and easily get customers for further deals. It integrates very well with social media applications and let us advertise about our product in front of online world. We use this tool mostly for contact management and for lead management. We can track customer for further information and communicate with them at any time.
As insightly CRM is not a unique one because many other CRM tools are trending in market. Reports and fields are not well organized in this applications and customer support service need more improvements. All of its features are relatively complex for new user and we need more time grip on this tool completely. Mobile version not work well and doesn’t not have all features as PC version have.
As Insightly is an CRM tools so it works very well for our businesses and let us customize product features as requirement of clients. This tool works very efficiently for Lead management, Contact management, and for campaign management. It’s a good choice for sales business and have all the specific features for automating our business. My experience with this tool is great and customer tracking is one of the specific feature of this tool.
Insightly is a CRM application and it has many efficient features for business of sales, we can easily manage our product via this tool and get customer for deals. It works as platform where we can manage our leads and customize our products as requirements. It integration with Gmail is very well and let us track customer at any time for further information about deals. Reporting feature is very advance and we can create reports easily as requirements. Technical support team works great and answer my question instantly.
Insightly is an online application so it also has some limitations and it require strong bandwidth of internet for perform perfectly. It does not integrate well with third party applications such as with Outlook. Mobile version does not perform well and doesn’t have all the features as well as Pc version have. Price of purchasing license for premium version is bit expensive rather than other CRM tools of market.
Insightly is good option for business of sales and it works great for business of marketing. This tool is customizable and let us customize our product’s feature as requirement of clients. Reports and filters are well organized in this tool and allows us to share information with clients. Customer tracking is one if the best feature I like most because it keeps me connected with customer and this tool work as an automation option for our business.
My previous firm used Salesforce IQ, which is a smaller and less complex version of Salesforce. My boss needed a solution and change because it was not integrating well with our emails/contacts. I did a lot of work/research to find Insightly. It was easy to implement and we basically scrapped our entire CRM. It connects leads and projects, and contacts that were associated with those opportunities. It is cohesive and makes it easy to track activity. The simplicity of the platform and structure is nice, although it could be updated to be a little more modern looking.
The platform could be updated to be more modern from a physical appearance standpoint. I also disliked the cartoons/figures that the platform used. It seemed childish to be used in a professional environment.
We were able to use the platform to track all of our activity and how it progressed over time.