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631 Reviews

- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Insightly has awesome customer support and works well for a with 3 remote locations
Reviewed on 09/03/2018
Overall a good product. I would recommend starting with a list of what you need from software, then...
Overall a good product. I would recommend starting with a list of what you need from software, then what you would like then a nice to have list. See how many ticks this software gets. Compare it to at least two pieces of other software of the same nature before making your final decision. This is what I recommend for any piece of software. Also, check out their own forums of customer support, and social media sites to see what other customers have had to say about the software.
Pros
It is easy to have three branches of a business integrated into insightly in a relatively seamless way. It takes the CRM and the Project management aspects of running a business into the cloud along with scheduling and solves a lot of problems for the business I set up who are still using it today. They have used customer support extensively and appreciate their dedication to the product.
Cons
Looking forward to better social media integration - this is currently not a real feature and something that our heavily social dependent business would really benefit from
- Industry: Construction
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Insightly - We're Back Again
Reviewed on 08/03/2023
We love Insightly and have solved the major issue of project management as well as integration with...
We love Insightly and have solved the major issue of project management as well as integration with Quickbooks so we can have a high level overview of each project, opportunity, and where we are with the quickbooks billing. It saves us a lot of time and removes a lot of human error in our processes as well.
Pros
The ease of tracking multiple types of projects and stages of the project and the visibility of each project's status. We tried Hubspot for two years and came back with Insightly as it was so much better to use.
Cons
The marketing function, and the products, pricebooks, and quotes could use some additional features compared to their competition. They aren't as easy to use and can be clunky at times.
Alternatives Considered
Salesforce Sales CloudReasons for Choosing Insightly
We had been with Insightly for three years, then switched to husbpot before all the new marketing features were released in Insightly. After the person left who had us make the switch to Hubspot, we went back to Insightly and questioned why we ever left.Reasons for Switching to Insightly
Insightly was easier to use, we knew how it worked and our team who is not as technologically advanced was able to pick up and use the system very easily with limited training.- Industry: Consumer Services
- Company size: Self Employed
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 6.0 /10
Decent CRM with great features
Reviewed on 26/07/2023
I needed to have contacts online so that it would be possible from anywhere in the world to access,...
I needed to have contacts online so that it would be possible from anywhere in the world to access, add notes and send notifications.
Pros
It was one of my first contacts with CRM many years ago, I was delighted to be able to control all contacts centrally.
Cons
To be honest, I stopped using it because I found it quite complex to use, in fact it was my first contact many years ago, who knows, maybe I'll try again now that I'm more advanced in CRM.
- Industry: Entertainment
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 0.0 /10
HORRIBLE experience with Insightly.
Reviewed on 14/04/2017
We've been looking around for a new system for the past few months. Insighly has a lot of great...
We've been looking around for a new system for the past few months. Insighly has a lot of great features but we've run into way too many problems using it.
Pros
* CRM and project management together in the same application
* Easy navigation between clients, leads, tasks, etc
* User-friendly interface
Cons
Far too many features are missing and it seems like Insightly just isn't in a hurry to make the necessary features available such as:
* Can't send HTML emails from within Insightly. It's 2016 -- HTML email has been around for a long time. It's so hard to believe that this isn't a priority for them.
* Can't PRINT any of the data from within Insightly. This is a necessary feature for our company (and I'd think for ANY company). What good can our data do for our company if it can't be printed out?
* There always seems to be some kind of bug with the Google calendar integration. Items appear as one date inside of Insightly and another date inside Google Calendar.
* Cost of service is ridiculously overpriced when compared to the basic functionality that is missing. Cost of $35/month per user means that it could cost us $350/month to migrate our team to Insightly -- we simply CAN NOT JUSTIFY SPENDING $4200 per year on a system that isn't fully functional.
* SLOW, SLOW, SLOW customer service / tech support. I reported an issue last September and I received a notification 7 months later that it has been resolved. Why do simple fixes take so long?
* They do NOT listen to what their customers want and instead choose to roll out new "features" that no one was asking for in the first place. We want HTML email and we want to be able to PRINT. Why is that so hard to do?
- Industry: Entertainment
- Company size: 2–10 Employees
- Used Daily for Free Trial
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 8.0 /10
A very useful software
Reviewed on 09/09/2023
It seems like a very useful software for small companies like us and it does a great and useful job...
It seems like a very useful software for small companies like us and it does a great and useful job of contact database management, which we are in need of. Will be getting the full version soon so we will know more about it in detail,
Pros
In the free trial version, I am liking the contact database structure of the software and ability to manage them in a simplified way. Clients can be contacted directly and vice versa for any sales feedbacks or any product issues. It is a very good CRM software.
Cons
So far there are no any cons. However, we will know more after we get the full version of the software.

- Industry: Utilities
- Company size: 2–10 Employees
- Used Daily for Free Trial
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 8.0 /10
Brings all record-keeping together
Reviewed on 25/12/2019
We have only been using Insightly for a couple of weeks, but overall I've liked it a lot. Prior to...
We have only been using Insightly for a couple of weeks, but overall I've liked it a lot. Prior to using Insightly, we were manually note-taking in Word documents for each client. Each time that a lead was converted, we then had to go and update everything. Now that we are able to integrate all of our notes, contacts, emails, etc. into one system, the workload has drastically lightened.
Pros
The thing that I like most about Insightly is that it allows me to document everything from start to finish with each customer. For example, if I send an email to a lead/customer, all I have to do is add that as an attachment in Insightly and I can go back at any time and see anything that was linked with that particular person. This helps track progress when passing off to other team members, too. In a sense, Insightly brings all of the "record-keeping" together and puts in one simple platform.
Cons
The project management function is pretty basic. Unlike a couple other CRM software that I've tested, Insightly does not offer many of the graphical views that the others do. Being someone who has an easier time seeing data in the visual realm, this was a feature that I wished Insightly would add.
Alternatives Considered
Salesforce Sales CloudReasons for Switching to Insightly
Salesforce was not transparent in their pricing. Also, my colleague told me that she heard Salesforce is difficult to set up.Response from Insightly
Hi Joshua! Thanks so much for your kind words. We work hard to make Insightly a preferred CRM for businesses like yours, and are thrilled you're making the most out of our platform. Thank you for being our valued customer. We look forward to helping you and your team reach new heights!
- Industry: Transportation/Trucking/Railroad
- Company size: 1,001–5,000 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Insightly is sales incite.
Reviewed on 17/03/2023
Very positive and strongly recommend to other users.
Very positive and strongly recommend to other users.
Pros
The self-served ability to customize our pipeline by service offering.
Cons
Service after the sale to help us understand the other suite of services that we are not using well or at all.
- Industry: Human Resources Software
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 3.0 /10
Used insigntly before HubSpot
Reviewed on 03/11/2022
Used it daily to manage customers and projects. Didn’t have enough features so we switched to...
Used it daily to manage customers and projects. Didn’t have enough features so we switched to hubspot
Pros
It was an ok product to use before we switched to HubSpot. Helped to manage customers, and projects.
Cons
Couldn’t do as much as Hubspot, though the price is very low

- Industry: Food & Beverages
- Company size: 2–10 Employees
- Used Daily for Free Trial
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 6.0 /10
Frustrating to get started
Reviewed on 06/11/2018
Overall, I don't think Insightly is the right tool for me due to it's complex setup which I think...
Overall, I don't think Insightly is the right tool for me due to it's complex setup which I think can improve if there a bit more videos in their help-section. The walkthrus for basic setup are good, but I'd love to see more videos or improvements in workflow automation. I only trialed the software so I can't speak on it as if I were an expert, but I think Insightly has some benefits but just not the right tool for me.
Pros
I was looking for a G-Suite CRM and stumbled upon Insightly. I decided to give it a go and try out the free trial upon reading a few reviews. The main area I was interested in and found to be good was Insightlys e-mail tracking. I sent a test e-mail to both Gmail and Yahoo e-mails and found the tracking to be accurate. I can see how Insightly would be a value add for monitoring sent e-mails, and then creating an automation workflow to auto-add any leads who reply to a pipeline, but I wasn't able to figure out a workflow for it. I do believe it's possible however to not only add to a pipeline but even export the contacts who replied and save to perhaps something like Mailchimp for another customer-journey.
Cons
My first thought was that it looked really in terms of the feature set but I was a bit overwhelmed with the setup and it took me about 2 times to connect to GSuite although, it could have been a bug on my end rather than theirs. After connecting my GSuite account, I started to play around right away, setting up the leads section as I plan to use Insightly for Sales Tracking and lead scoring. I found the UX/UI a bit sluggish, and creating pipelines with custom attributes a bit cumbersome. I was hoping for a rich data-enrichment where all Company/People info would be filled out, but that aspect wasn't there.
- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Monthly for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 7.0 /10
Easy to use and perfect CRM!
Reviewed on 28/08/2023
Pros
Insightly CRM is perfect for managing client interactions and streamlining our corporate processes. Integrating apps is very easy. I have connected multiple apps, such as QuickBooks Online, Google Drive, Twilio, Slack, and many more.
Cons
A bit expensive, but the features and support are awesome.
Alternatives Considered
Vtiger CRM, Freshsales, Bigin by Zoho CRM, Dynamics 365 Sales, and Zendesk Suite- Industry: Nonprofit Organization Management
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
8- year customer still finding ways insightly can improve our efficencies
Reviewed on 20/10/2022
Insightly has replaced our Outlook contact lists entirely. It also manages and tracks our teams...
Insightly has replaced our Outlook contact lists entirely. It also manages and tracks our teams progress on projects, events, and programs much better than using spreadsheets or other options we looked at.
Pros
CRM and contact management is fantastic. Our entire team has the mobile app and we can update info on the fly and everyone gets it at the same time. We use the Project Management tool daily to track and organize our work in a variety of areas. Pipelines ensure we don't miss any steps in our standardized processes.
Cons
The learning curve was steeper than we expected. With customer support's help (which has been very good) we are now in a place where the software is saving us time and continually making our work more efficient.
Alternatives Considered
Zoho CRM, Blackbaud Raiser's Edge NXT, Bloomerang, Salesforce Sales Cloud, Basecamp, and HubSpot CRMReasons for Switching to Insightly
The seamless integration of the CRM part of the tool with with tracking our work in other areas such as projects, events, programs, workshops, etc.. in the project management part of the tool.- Industry: Construction
- Company size: 51–200 Employees
- Used Weekly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 8.0 /10
Scalable CRM platform for businesses of all sizes
Reviewed on 27/06/2022
Insightly has been a beneficial addition to our sales and marketing efforts allowing us to easily...
Insightly has been a beneficial addition to our sales and marketing efforts allowing us to easily store our contacts, leads, and projects in one platform.
Pros
I really like how Insightly can be customized and scaled to fit the needs of the business. We are a mid size company and other CRMs were too robust and complicated. Insightly is just right.
Cons
I think it is kind of expensive per user. I would like to see a lower monthly cost per user.
Alternatives Considered
Salesforce Sales CloudReasons for Switching to Insightly
Insightly was the right sized product for us and our needs. Salesforce was too expensive and had to many features we didn't need.- Industry: Real Estate
- Company size: Self Employed
- Used Weekly for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 9.0 /10
Very versatile CRM
Reviewed on 30/08/2019
I can access my data on the fly with their app, send emails from within, track documents, import/exp...
I can access my data on the fly with their app, send emails from within, track documents, import/export contact info and more. I like the ease of use and expansive custom field options and ability to create tags enabling grouping of contacts or leads.
Pros
Able to connect relationship between different contacts. It has the ability to create reports on a whim. Price is fair for the functionality and ability to customize to fit your industry's needs.
Cons
Not specifically geared towards the real estate industry.
Alternatives Considered
LionDeskReasons for Switching to Insightly
I chose Insightly for the ability to customize fields, tags, and reports.Response from Insightly
Mike thank you for your feedback and enthusiasm about Insightly CRM! Your experience and satisfaction with Insightly CRM are our priority and we're excited your experience reflects that. We look forward to creating many more great Insightly CRM moments for you. Make sure to keep up with Insightly news and updates, follow us on Twitter and Facebook.
- Industry: Management Consulting
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Review Source
Overall rating
- Ease of Use
- Customer Support Software
- Likelihood to recommend 8.0 /10
Insightly: The Sports Car of CRM's
Reviewed on 29/04/2015
Pros
Having worked with clients using a variety of CRM’s we’ve seen the good, the bad, and the ugly. I often times refer to insightly as the sports car of CRM’s because it allows companies to manage sales, contacts, projects, opportunities and client fulfillment in a very clean, efficient and user-friendly way. Some of the features I love best are their pipelines and activity sets. For companies that are managing lots of clients at different stages of fulfillment, Insightly’s pipeline feature helps all the players involved know exactly what they need to do and when.
The client profile makes it easy for me to link contacts to organizations or note other important relationships. The ability to save my email communication and related tasks to a contact has become an essential part of how we use Insightly and it’s intuitive ability to save any attached files I send is another feature I love.
Other favorite features are their mass emailing tool within the CRM. I can send a personalized email to a group of clients without having to write individual emails. A task management feature that allows me to see on one screen what I’m working on for each of my clients and in all areas of my business. With one click I can see what each of my employees is working on, what’s been done. You can create custom tagging systems to easily sort and find clients in your database. In one place see all of the projects you’re currently working on and where they are in the process of completion. Insightly’s Gmail gadget makes it easy to assign tasks, create projects, save emails, add or update contact email easily from within your email. No more switching back and forth from program to program. Insightly University provides a good training source for new users in addition to their highly responsive customer service team. I also have to mention all the strategic partnerships that makes using Insightly with other programs really seamless. For example, Mailchimp, evernote, DropBox and Google Apps for Business to name a few.
Sure, there are lots bigger more robust CRM’s out there, but I don’t want to drive a Mack truck every day. I like my sports car. :)
Cons
Insightly's calendar doesn't work for me, but I use google calendar and haven't missed it. I wish you could customize what you want to see on the home page. Right now it's just a running list of the activity on your accounts, but not super helpful in my opinion. Right now you have to manually advance pipelines. It would be nice to set them to advance to the next stage once all the activity sets are complete.

- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 6.0 /10
Constantly Evolving CRM
Reviewed on 03/06/2021
My company switched from Salesforce to Insightly due to Salesforce's high-pressured sales people...
My company switched from Salesforce to Insightly due to Salesforce's high-pressured sales people and lack of being customer-focused. Insightly is a lot better at this and really tries to develop a connection with their clients. For the most part, Insightly has most of what you would expect out of a CRM. As a developer though, I often get ask to add functionality into Insightly and a lot of times there are things that simply can't be done due to system limitations.
Pros
What I like most about Insightly is its simplicity. It's rather easy to get up and going with it. It's also easy to train new users on the system.
Cons
I find that Insightly hasn't fully developed their developer-centric features. I do have to say though that they are always working on improving in this area, but coming from a Salesforce background I find that there is quite a bit lacking. In Insightly's defense, they simply haven't been around long enough or had enough time to build up to the technical capabilities that something like Salesforce has.
- Industry: Utilities
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Insightly>Not just a CRM Tool but a Partnership
Reviewed on 03/03/2023
The Insightly team are some of my favorite people. They are always willing to help and assist with...
The Insightly team are some of my favorite people. They are always willing to help and assist with the company objectives we are working on. In my opinion, customer service and support are key in any partnership and Insightly makes us feel valued and like we are partners. My experience with the tool and Insightly is absolutely a positive one!
Pros
First, the simplicity of Insightly has been key in internal adoption of the tool for the company. Insightly is my go to tool for keeping my day planned with tasks. Secondly, the customization Insightly allows with the custom objects has really allowed a level of visibility within the company that we simply did not have prior to partnering with them. This tool is quickly becoming a key focus for the organization as it allows for the operational team to automate key operational processes which in turn increases quality, decreases risk, and decreases labor costs.
Cons
Expanding the automated workflow options would be of great value to organizations. Additionally, the limitation on page layout rules can be challenging. Making this unlimited would be a preference for the organization.
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 4.0 /10
Google Sync Does Not Work
Reviewed on 20/08/2016
Google Sync does not work for events. If you enable it historic events disappear from insightly. ...
Google Sync does not work for events. If you enable it historic events disappear from insightly. If you need to know who attended events (meetings, seminars, courses, etc) in the past then this is pretty serious. We've reported it to support and they've told us it has been fixed twice. It has not.
You can also not export / import events records.
We also find insightly slow to load. This is presumably because we are based in the UK.
Pros
It's relatively easy to use and good if you are a startup / small uncomplicated business. The google mail integration and auto contact creation is a real time saver.
Cons
Google Sync does not work as advertised. You cannot export / import event data.
Insightly feels slow. Expensive for what you get.
Response from Insightly
Sorry that Google contact sync is not meeting your expectations. We offer Google contact sync and Google calendar sync:
https://support.insight.ly/hc/en-us/articles/204061564-Setting-up-Google-Contacts-sync
https://support.insight.ly/hc/en-us/articles/204061034-Syncing-Insightly-with-Google-or-Microsoft-Exchange-calendars
Typically with sync functionality you can't import data into the process. Feel free to send your support ticket number to [email protected] and we can look into your ticket/request with our support team.
If you feel that our pricing is too expensive, feel free to use our free account - there's never a better price than free!
- Industry: Computer Software
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 9.0 /10
Insightly - Punching above its weight
Reviewed on 27/11/2018
We manage our business in Insightly and integrate it via their API into other systems. As such it...
We manage our business in Insightly and integrate it via their API into other systems. As such it is a real boost to our productivity.
Pros
We have been using Insightly for many years and have seen it grow. While there is now a lot of very advanced functionality on it, the application is still simple and intuitive to use. It still appeals to small businesses but at the same time has a lot of functionality that you would expect on a much larger CRM system. For example it is possible to create custom objects and pages in order to adapt Insightly to your business' needs. There is a an API that allows for integrations with other applications and a workflow module to apply longer running processes.
Cons
Insightly started out targeting smaller businesses but can see the value in larger paying clients. As such the development contributions made to the lower tier subscriptions appear to be lacking. There has been a lot of new functionality aimed at the higher subscriptions whereas a few smaller but obvious wins have been ignored. This irritates the longer term loyal but smaller client base.
- Industry: Retail
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 7.0 /10
Easy to implement and it's very affordable
Reviewed on 20/03/2018
Keeps thing organized, the price is right.
Keeps thing organized, the price is right.
Pros
We've been using it for 5 years. Small Retail online/brick mortar for customer follow up. 3 users, it makes it easy to follow and get updates about tasks. the gadget that interfaces with gmail is convenient.
Cons
My staff that are in their 20's say the new UI is confusing and harder to use, so we stay with the older UI.
The side bar chrome extension was suppose to make things easy but after trying it for a month my staff avoids it.
Customer service is mediocre , they only wanted to help if I were going to upgrade to a higher level. I wanted to fist resolve over 700 contact dups. They said I had to do it manually!
Emailing - Bcc'ing insightly each time I send an email seems so old style. When I get a rely the email does not go into the same thread, seems to me that is standard now a days.
I've been using it so long I know what it's missing so we take extra notes or have links from the email in the notes so other staff can see or find the thread.
- Industry: Nonprofit Organization Management
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 0.0 /10
my review
Reviewed on 16/10/2019
coordination of our efforts. we have raised our planning horizon to 2 or 3 weeks out. We do a...
coordination of our efforts. we have raised our planning horizon to 2 or 3 weeks out. We do a significant amount of USPS mailings through the year, approx 15,000 letters. Insightly has ignored the problem and has left it up to us to plod our way through a process they could drastically reduce.
Pros
Connectivity of all its functions. Speed of accessing data
Cons
Too many pebbles in the shoe! They move on with the sizzle, but ignore the steak.
- Industry: Computer Software
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Ease of Use
- Customer Support Software
Move along, nothing to see here
Reviewed on 17/01/2018
I wish we had tested Insightly much more strenuously before proceeding with purchase of this...
I wish we had tested Insightly much more strenuously before proceeding with purchase of this software. I guess we just didn't know what we didn't know, and so when the linking issue (or non-linking issue) because glaringly apparent, we had already finished the trial period. We just (wrongly) assumed that a feature so integral to an effective customer relationship package would work!
Pros
It has been convenient for our company's internal tracking of sales rep opportunity closes/losses. Also the reports are nicely customizable, so calculating commissions due is simplified for our small business.
Cons
The complete absence of functional linking between emails, organizations, and individuals renders this "Contact Relationship" software a total bust. Technical support has know about the issue for well over a year, but it's not really a "priority" to them. They make lots of ineffectual suggestions, tossing the issue back in the lap of the end-user, but none of the "fixes" actually work. You must link all emails, manually, to each contact, organization, and opportunity, if you want to be assured of a linking relationship.
- Used Weekly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 8.0 /10
Great Software, Easy Too Use, Needs more Features
Reviewed on 13/10/2017
We were disorganized across a few methods of tracking individuals who engaged with our work. This...
We were disorganized across a few methods of tracking individuals who engaged with our work. This helped us to centralize the information, and to function better as a staff. We did not need to re-invent the wheel with each new contact or program.
Pros
The ease of use means a short learning curve when introducing it to new staff members. I specifically like the integration with Gmail to be able to add relevant connections from email with one click.
Projects are a great way to track contacts and add comments and attachments to have all the relevant history of a specific project in one place.
Cons
It is very sales driven, and works for that capacity. I was using it as a non-profit, tracking volunteers and donors, and so I needed to "back door" some of the features to work for my uses.
I wish the tagging features had sub-tags to help sort a bit better without having so many top level groups of tags.
Response from Insightly
Thank you for the great review!
We appreciate your feedback on your use case as a non-profit. Our Customer Success team put together this great webinar to learn more about how to manage your non-profit's activities with Insightly should you need more ideas: https://support.insight.ly/hc/en-us/articles/220630127-Recorded-Webinar-Do-More-Good-Spend-More-Time-Growing-your-Non-Profit.
Thank you!
The Insightly Team
- Industry: Accounting Software
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 7.0 /10
Decent CRM software
Reviewed on 14/01/2023
My overall experience with Insightly has been good, however, there are other really good CRM...
My overall experience with Insightly has been good, however, there are other really good CRM softwares that can do the same job or even a better job.
Pros
Insightly offers a wide range of features to manage sales and marketing activities. It is user-friendly and easy to navigate. The software makes it really easy to navigate and track customer information.
Cons
The software is a bit pricey compared to other similar services. In addition, it has some limitations for advanced customizations. Moreover, reports and analytics could be more advanced.
- Industry: Luxury Goods & Jewelry
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Clean and straight forward data
Reviewed on 11/10/2022
Insightly has done an exceptional job of creating a welcoming culture by hosting informative...
Insightly has done an exceptional job of creating a welcoming culture by hosting informative webinars. The Insightly team is informed and helpful, and most importantly professional with their delivery.
Pros
I appreciate the ease of workflow and clean data organization and presentation.
Cons
Limited when tailoring list views per user.
- Industry: Legal Services
- Company size: 2–10 Employees
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Review Source
Overall rating
Insightly - great offering
Reviewed on 09/12/2014
I've been trialling Insightly and Solve360.
I really like Insightly but there are some limitation...
I've been trialling Insightly and Solve360.
I really like Insightly but there are some limitations versus Solve which are making me think twice. I can only customize 25 fields in contacts when I need more - SOLVE has unlimited custom fields. The other great thing with Solve is that you can give a contact a tag and apply only some custom fields to that particular category which is great for what I need. Another advantage Solve seems to have over Insightly is that you can share a "project blog" in Solve with an external person such as a client. That's fantastic when you want to be able to show your client how far along a project you are. Instant access. You can also operate all your gmail from directly inside Solve - total integration. That said, Insightly looks better to my eye and has unlimited storage. I think if you could get up to speed with SOLVE on the other items, you'd be at the front of the pack and I would be IN for sure.
Pros
Unlimited storage
Intuitive
Great gmail gadget
Cons
Falls short of full webmail integration
Only 25 custom fields - too few for my liking and no ability to have subsets of custom fields
No ability to share a project with a client
Response from Insightly
Hi --
Thanks for the feedback. I just have a couple questions. What is your use case that requires more than 25 custom fields? I ask just because for most of our customers 25 custom fields is plenty.
Also I don't quite understand what this means 'contact a tag and apply only some custom fields to that particular category which is great for what I need.' I'm not sure if you are applying a tag at the contact level or the field level.
At this time, we don't have the ability to share a project to your customers via a portal.
With regards to manipulating your gMail, did you check out the Insightly gadget which works with Google Apps gMail?
If you would like to discuss further or would like additional clarification, please feel free to email [email protected].
Thanks