Insightly CRM Reviews & Product Details

The ability to track projects and preset tasks, and then have access from all my devices be it phone, Ipad or desktop.

The costs for a one user license has gone up a lot from when I started using it for free!

Keeping all of my business information in one place and having access when I am on the road not just in the office is invaluable when you are a one-man band which then allows me to solve problems without needing to return to the office.

Insightly is amazingly helpful when linking different types of data entries to each other. It lets you see the whole picture for a particular project.

I dislike the cosmetic customizing options, they are quite limited. Everything is orange, which is fine, but a dark mode would be nice.

In a snapshot it shows me the contact, which business they work for and which projects they or the business is currently working on, lots of info - very helpful.

Insightly helps us run our business from an Admin, Sales, and Project Management perspective.

There are some extra things we just don't use.

Tracking customers and potential customers.

Insightly has been a great tool for growing our business. The mobile app is great. I am able to log calls simply and keep track of correspondence on the road. I also like the options to customize sales cycles.

I just wish I was able to integrate insightly with other software systems, but not a major detractor for me.

Insightly allows us to track leads and opportunities from the very earliest stages through conversion. We have set up custom fields that help us view and use the exact data we need.

Insightly has helped us automate many time-consuming CRM tasks and simplify and streamline managing leads and converting them to customers. Insightly integrates well with many systems and, as such, could easily be incorporated into our existing infrastructure.

Getting emails associated with contacts works well but with leads I have to often do it manually once they are in the Insightly inbox.

Safes time, syncs with all calendars, makes high-level CRM available to small businesses.

I love the ease and user-friendly options that this CRM provides. Not all CRM's are made the same and most can be a bit tricky to navigate but Insightly has taken the guesswork out of completing tasks and has saved us so much time and effort.

While there is not much to dislike, I am not a big fan of the email feature. It leaves a little to be desired in the ways of options when sending bulk emails and what types of attachments can be included.

The Insightly CRM is taking the mundane and lengthy tasks that usually plague administrative assistants away and making it to where time can be freed up to pursue other parts of the business. Also being able to keep all of our business info, clients, emails,calendars, etc in one place makes it easy for everyone on the team to stay on the same page.

This a very friendly software that has been intended for all type of businesses, I been looking for something like this for a long time and finally I found it, this is use friendly software

I would love to be more self-explanatory, if you are new to CRM it is possible to get confused with all the different layers of this program and the capacity of the contacts is limited if you are not paying a premium.

Communication issues with my team and clients, notes, and call logs, now much easier to track all the movements of my clients, referrals and leads that I receive daily

The possibility of creating my fields to personalize the tool and use it to my exact needs is very powerful.

No way to integrate to my own CRM (as I use it outside the US, there are different platforms). Also, there is no way to delete multiple files from each customer record, for example when a customer sends too many attachments or too many repeated files or pictures and you want to clean the files from a particular customer, you have to do it one by one and Insightly then goes to a different view every time.

They manage all my customers in an ordered and systematic manner, I have a pretty nice customer database and I manage it only by myself, without Insightly would be impossible.

Reports and charts are a quick-go to get an idea for the complete activity in the process. The email feature is the best to be sent within by a single click and the history gets saved for future records. Bulk editing while using big data is the most useful addition to the tool. The pipeline stage gets the team on track.

Admin access is limited only to the registered account and can not be shared with sub-admins. I suggest there should be an option to add 2 or 3 sub-accounts to complete the initial processing rather than to keep the things on hold burdening the single admin to process.

Complete data is comprised in one place. The rotation of the task within the organization is to get the solutions in time. It assists to add more than one opportunity and task to a single lead, which helps to gather the scattered information. The data is on-board with a complete history saved.

Gmail integration is really good. It allows us to see what's in the pipeline and plan.

The mobile app is just adequate. I would like to be able to do more on my iPad as well.

We use it to track prospects, lead and keep all of their proposals, email and documents in one place.