Insightly CRM Reviews & Product Details

I have When using Insightly for over three years now. We chose Insightly after considering three other CRM providers. I find the customer interface very easy to use. Also the ability to store customer data and link it with other applications is phenomenal. Furthermore it's really easy to download customer data into a spreadsheet.

At this stage there isn't anything I dislike about the application. It would be nice if they created the ability to email customers and receive their electronics signatures.

I am using the application to solve the problem of gathering and storing customer information. It has been very useful in that regard. The benefits I've realize have been a database that has all of my customer information in one location.

Insightly is intuitive, user-friendly, and super easy to use. I rely on Insightly day in and day out to manage my task list, contacts, opportunities. Highly recommend it

Nothing as such. We are super happy using Insightly for our small business. I would highly recommend it to small businesses to keep themselves organized.

None

I love keeping all of my client's information super organized and accessible.

I can't think of anything at the moment. Maybe I will have a suggestion in the future.

I haven't had any problems at the moment!

Much "lighter" than competitors but still packed with features

Newer system so employees have to spend time learning an training on it

Sales/Sales Management/Commission Tracking/Full Client Life Cycle

I have been looking around for a long time for a CRM with good features and accessible pricing and Insightly combine both powerful features and budget pricing.

It could have a better card interface for the opportunities and leads

Insightly helps me to keep my team daily up to date with our customers.

Insightly Dashboards & Reports are used in my team's daily workflow. They are reference points to check the status of key accounts (projects). The reports can be sent by email which allows my team to stay on track with key metrics.

The search feature in Insightly could be improved. It can be difficult to find an account (project) if you haven't already searched the project before. We've given this feedback to our Account Manager and are hoping it will be updated soon.

Insightly allows my team to successfully meet their key performance indicators. We're easily able to keep track of customer experiences and communication through the activity section of the project.

I can enter all my leads. Create opportunities and have 90 days, 60 days, 30 days pipeline. Also, my boss can keep a tab on my progress and this becomes like a regular reporting.

I have to login again even when I keep Insightly open on one of my browser tabs.

Using it for Sales and Sales forecast. I am able to keep a tab on past leads and opportunities.

A good place to store all notes, estimates and invoices and easy to navigate. We started off as a small business and are now a medium size business and it's still working well for us

Having to go back to the beginning every time you search for something

We can go back and find past events quite easily, speeding up inquiries from our customers I'm finding what we need easily Which is essential in a fast pacedbusiness

Insightly CRM allows the company to integrate other apps with ease. The savings over more expensive CRM systems and paying a developer are great.

Reports are a little difficult but not too bad.

We are able to follow our customers and their specific projects with little effort. Using a CRM like this one means that each customer record reads like a book.

I love the customization of Insightly. Out of the box, it works... yet you can create custom views, filters, fields, and reports. The task management feature is impressive for a team, with categories, custom views, and assigning tasks. Multiple project pipelines ensure various types of projects are well managed. Activity sets (or workflows) keep everything moving forward. I am a CRM expert who helps clients implement CRM systems, and Insightly is my "go-to" CRM for non-industry-specific systems. It is versatile and utilized in many industries. A beginner can use Insightly, yet the software offers features that even a data nerd appreciates.

My least favorite part of Insightly is the number of clicks it takes to get to specific screens. The layout is not as intuitive as other CRM systems I have used, but the features make up for that. The learning curve is a little bit steeper due to the non-intuitiveness, but once you get used to it, you will never look back.

I track all of my leads, clients, projects, and tasks in Insightly. I do not have to worry about anything or anyone slipping through the cracks. I can analyze and run reports for any field in the system, which gives me a full view of how business is going and where I should spend my marketing dollars. My whole team uses Insightly daily, which eliminates a lot of texts, phone calls, and emails - leading to increased productivity!