Insightly
Review of Insightly Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
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Customer Reviews
See why people love Insightly
Tarek B.
Verified UserManagement Consulting · 11-50 employees
Insightly : a good option to start with cloud based CRMs for Small businesses
Insightly helps entrepreneurs and small businesses like most of our clients to get to the digital space and excel in no time. As a Technology expert, I highly recommend it to entrepreneurs beginning with tech and online platforms for their business.
Insightly Helps small and mid business manage their leads and projects online, through a fully fledged cloud based tool that provides an abundance of smart features, including customer insights from internet sources, and structured project/opportunity management platform
- It is probably requiring some advanced knowledge from our end, but integrating Insightly with e-mail services, social media and other 3rd parties seemed to be complex
- We've been using Insightly in its early times, and I'm sure that things went better afterwards with the continuous improvements by Insightly amazing teams
Why they chose it
"In its first launch, Insightly shown more functions for small businesses that attracted me, especially for individuals with no previous experience of online software CRMs. Nevertheless, each of the other competitors on the market has its competitive advantage, and addresses the needs of a particular niche. Each consumer needs to know first what features make sense to their business before choosing a CRM."
Mark B.
Verified UserInsurance · 2-10 employees
Insightly is a modern CRM
The individual plus plan had very limited features and benefits. The Team plan was a lot more expensive and benefit rich software. I found it to be out of my budget and not very helpful.
- It offers very good Security, has a fair Value for Money for individuals and teams
- Good expensive Customer Support if needed
- Good amount of Task Management Features and strong Team Collaboration features
- Customer support for individuals is all by email, or text
- Guided Onboarding or Live support available at $1500 to $3000 for Premier Support
- The individual plus plan had very limited features and benefits
- The Team plan was a lot more expensive and benefit rich software
Why they chose it
"in Insightly was pretty good at this and looked easier to use."
Verified Professional
Management Consulting · 1001-5000 employees
Good tool but there are better
Management Consulting
- Pricing and features vary widely with what you're willing to pay which is fair and great frankly
- There's even a free plan that gives you a sneak peak into the great features
- Dashboards and opportunity reports are designed well
- customisations could be improved and customer support
Jim V.
Verified UserConstruction · 11-50 employees
12 good years of using Insightly CRM
I love it. If not for Insightly I'd be using spreadsheets and going crazy trying to track my long list of clients that includes boiler system bids, direct commercial and industrial system sales, building and maintaining relationships with mechanical engineers and architects, and a good number of residential boiler prospects.
- Insightly's design is intuitive and easy to understand how to set up
- I recall starting to use it on the first day, right after an initial walkthrough
- We did not hire anyone to assist
- Then I evolved the setup as time went by
- Opportunities & Projects are key to us and with good naming practices they are easy to refer to as needed in the future after completion: such as "2023
- Smith Company-New boiler project"
- And all parties connected to a Project can be linked so easily
- Attach price quotes to it: ours to the client and supplier to us
- Automatic tasks when you change from Opportunity to Project can alert others to place orders, put into our financial software, etc
- They like to push their AppConnect but we really don't need that level of complexity AND they have lots of built-in interfaces into other apps like Quickbooks (which is limited but great for small business situations where elegant interfaces are not needed
- Also, we tried their Service apps and found them lacking for the kind of Service that my company does: We install boiler systems and provide ongoing services for them--not free or by annual contract
- So we needed a way to easily send invoices and collect $ for work done
- Insightly seemed to be oriented to Software service contract situations where annual contracts are the norm and all interactions are free and nobody leaves the office
- I suppose it is good for that but not so much where you have trucks driving 100 miles to do a repair
Luis A.
Verified UserEducation Management · 11-50 employees
A versatile CRM Tool
By centralizing customer data, communication history, and project details in one platform, Insightly eliminates the need for multiple disjointed systems, reducing the chances of information silos and miscommunication.
- Its intuitive user interface, making it easy for teams to adopt and use efficiently
- The customizability of pipelines, dashboards, and reports enable users to tailor the system to their specific needs
The reporting and analytics tools to be less advanced compared to other CRM platforms, making it challenging to create highly customized or in-depth reports
Wilcox A.
Verified UserLegal Services · 51-200 employees
Insightly does what we need it to do.
It meets our needs,that might not sound glowing,but it is meant to be.
- We can build functionalities that suites us without spending thousands of dollars with developers,Data can also be connected within Insightly,such as connecting contacts and organizations to request and project records
- Additionally I like the Kanban view for tracking projects and the ability to pull reports and filter projects
Wish we could customize more fields in Kanban view and assign colours for categorization
Jamie K.
Verified UserComputer Software · 11-50 employees
Decent CRM but requires discipline
Insightly was being used for various marketing and sales data processing and activation tasks when I joined, and the account was a real mess because there was little control over who could edit which fields. As a result, no-one was following a consistent lead and opportunity management process, things like date fields became a nightmare because when exporting leads, some appeared to be using US date format and some using UK format, so identifying recent leads & opps was tricky.
- The sales pipeline views were good because you could have lots of different pipeline views with filters and segmentation options applied without having to add them every time
- It was easy to see pipeline value, create new fields and to move opps from one stage to another
- Equally it was great for setting up automated email follow ups from demos and integrate with lots of other tools
- The lack of user management and access customisation means it is too easy to let poor spiral out of control and ruin your data
- Equally the dashboards/Reports section really needs work as it’s unnecessarily difficult to create reports and dashboards for very simple metrics
Switched From
This was before my time, so I’m not sure.
Nancy S.
Verified UserNon-Profit Organization Management · 2-10 employees
Insightly Works GREAT for our Org
We have evolved from the early days of our organization and Insightly has evolved with us. As we learn its capabilities, we continue to find functions and create objects that increase our efficiency every day.
- We have used Insightly for 8 years now and it has been so user-friendly to build our Program database
- From the customizable fields to the reporting features, it does everything we need for it to do
- Insightly has helped us to streamline our processes, making our mission easier to manage every day
- And the reporting features have allowed us to provide every kind of data to generous supporters who in turn donate to our mission
To get some of the features we are using today, the cost has increased significantly
Megan T.
Verified UserNon-Profit Organization Management · 11-50 employees
App Connect
Overall we are very pleased with Insightly and App Connect
- App Connect is amazing
- It really does help with efficiencies and workflow
- It does so much more than we initially thought
- We especially love how it automatically calculates our numbers
- It is not as user friendly as it is made out to seem
- We really do need the App Connect specialist's support
- App Connect is very expensive
- We are going through our 10 free hours quickly and we have a lot more project we need help with
Taylor B.
Verified UserConstruction · 201-500 employees
Insightly is good, but there are better CRMs out there
Insightly is great a simple every day tasks, but does not handle complexity very well.
I like the collaboration capabilities with API via Appconnect, AutoCAD, BricsCAD, Loveland Innovations IMGING, etc
- The cap of fields in a custom object, the automations not triggering correctly -> you have to delay triggers so that automations do not overlap and contradict each other
- Sometimes automations to not trigger at all
- There are a lot of holes and catch reports that need to be created
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