Insightly

Avantages

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. :)

Inconvénients

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.

Avantages

I most liked Workflow management and activity lists

Inconvénients

USer interface for Project and Task Management

Avantages

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.

Inconvénients

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.

Avantages

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.

Inconvénients

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.

Avantages

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.

Inconvénients

Wish we could customize more fields in Kanban view and assign colours for categorization.

Avantages

Insighty is super easy to use. Being able to set tasks to know who you are chasing/following up means that it's all in one place and you do not have to depend on your outlook calender.

Inconvénients

Reports are good but can be a bit difficult to set up.

Avantages

I like the collaboration capabilities with API via Appconnect, AutoCAD, BricsCAD, Loveland Innovations IMGING, etc

Inconvénients

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.

Avantages

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.

Inconvénients

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.

Avantages

I like the scalability of this CRM solution.
Insightly is easy to use and simple to set up.

Inconvénients

I have zero dislikes concerning Insightly.
Insightly is amazing.

Avantages

I like the project management, pipelines, and the ability and ease of adding tasks and comments to various objects.

Inconvénients

There are so many objects and fields, it takes new users a while to get accustomed to the interface. It also does not have intuitive searching and looks for verbatim entries

Avantages

This CRM solution has been easy to use and dependable.
I like the efficiency of the features of Insightly.

Inconvénients

I do not dislike Insightly at all.
Insightly has been so efficient to use.

Avantages

This customer relationship management software has been functioning brilliantly.
I like how Insightly has been reliable and easy to implement.

Inconvénients

Insightly has been sensational.
I do not dislike Insightly at all.

Avantages

Very user friendly, custom views for all users is great, reporting is excellent. Custom modules have their limitations but have worked very well for our business so far.

Inconvénients

There needs to be a better way to link related requests to opportunities.

Avantages

It covers all the bases- customisation, data import and export and all the basic features you would expect and I found it intuitive to use

Inconvénients

It is lacking in some areas- automation workflows for marketing campaigns, and lead scporing on the entry level offer

Avantages

Ease of use. Easy CRM tool. We are happy with the services and options.

Inconvénients

We haven't found a con as of yet! We are happy.

Avantages

1. Good UI
2. Works in less bandwidth
3. Easy to operate
4. Flexible product team

Inconvénients

1. Relatively expensive
2. App is not optimised
3. Should work according to clients’ workspace/ availability
4. Should have AI integration

Avantages

the ease of use and wide range of plugins

Inconvénients

the restrictions on the marketing journeys

Avantages

I really like how easy Insightly is to use. It is pretty streamlined.

Inconvénients

Since Insightly is so streamlined, it is hard to make in-depth automations, especially when it comes to actions between different objects

Avantages

I liked how easier I could manage contacts and tag them for a variety of purposes. This was my main reason to use the software.

Inconvénients

As a solopreneur, I did not like that a lot of the features available didn't seem designed for me and I felt like I was paying for features I did not need.

Avantages

They offer sufficient customer support for setup and management

Inconvénients

The entire interface and user experience is very poor. Cost is very high for a low quality product that looks 10-15 years old!

Avantages

Insightly is an exceptional CRM platform that allows sales, customer success teams to be efficient and collaborative. Reports and insights are easy to generate. It is perfect for small businesses

Inconvénients

Some features and functionalities with customizable fields are limited when compared to other CRMs

Avantages

Helps keep track of tasks and contacts very well

Inconvénients

Wish there was a way to group tasks by a certain type of task

Avantages

Once the system is customized for you, it is really easy to use.

Inconvénients

The time it takes to customize it for me.

Avantages

high-performance, easy-to-use software with very simple features

Inconvénients

I find no disadvantages for the moment good for competing

Avantages

As the title suggests, we've been using Insightly for a bit and we picked it because it was one of the few CRM systems that actually has different versions based on the type of organization/business that is using it. That makes the task management function perfect for us.

Inconvénients

It's a great bargain for us for a full system, but we're really only using it for task management at this point. We've not expanded our use of it much because much of the functionality seems counterintuitive. We need to explore and we're a growing company and we don't have much exploration time!

Avantages

It was one of my first contacts with CRM many years ago, I was delighted to be able to control all contacts centrally.

Inconvénients

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.

Avantages

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.

Inconvénients

So far there are no any cons. However, we will know more after we get the full version of the software.

Avantages

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.

Inconvénients

A bit expensive, but the features and support are awesome.

Alternatives envisagées 

Vtiger CRM, Freshsales, Bigin by Zoho CRM et Zendesk Suite

Avantages

One of the things I liked most about Insightly was its comprehensive CRM functionality. The platform provided a user-friendly interface that made it easy to manage and track customer relationships. The contact management features allowed me to store and organize all relevant customer information in one place. I also appreciated the seamless integration with email, allowing me to track and log communications with clients. The task and project management capabilities were robust, helping me stay organized and collaborate effectively with my team. Additionally, the reporting and analytics tools provided valuable insights into my sales pipeline and overall business performance.

Inconvénients

While Insightly had many positive aspects, one thing I liked least was the limited customization options. I found that certain aspects of the platform, such as the dashboard and report customization, were somewhat restricted. It would have been beneficial to have more flexibility in tailoring the system to fit specific business needs. Additionally, the customer support could be improved. There were instances where I encountered technical issues or had questions, and the response time and resolution process could have been more efficient.

Avantages

The task and project management works well (even though it could be improved upon).

Inconvénients

As a dedicated CRM system I feel it’s not the softwares strongest element. There is definitely better out there but as a joint package it makes up for its flaws.

Avantages

I like the ability to customize the platform as the user and being able to get excellent customer support from the Insightly team.

Inconvénients

There are limitations of features based on what product you are using and the cost jumps between products can be up to double the cost.

Avantages

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.

Inconvénients

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 envisagées 

Salesforce Sales Cloud

Pourquoi choisir 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.

Logiciel antérieur 

HubSpot Marketing Hub, HubSpot Sales Hub, HubSpot CRM et HubSpot Service Hub

Pourquoi passer à 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.

Avantages

It is easy to use and easy to navigate.It does not take much time to get used to all features and to understand how the features work.The best part of Insightly, is the customer support is very responsive and always follows up on requests.They also helped us all the way to achieve our goals as a company.

Inconvénients

Some parts of the software need more work and also new features like Service has too many glitches and some functions do not work properly even though have been revised and "fixed" many times.I wish it was more seamless to work with.

Alternatives envisagées 

Salesforce Sales Cloud et monday.com

Pourquoi choisir Insightly 

The main reason was the other product was more expensive and we also wanted to expand and connect all of our platforms in one place.

Logiciel antérieur 

Zendesk Suite

Pourquoi passer à Insightly

Insightly offered a less expensive package overall and they offered a more personalized customization to our business. One of the big factors apart from the price was the initial presentations of the Insightly products were very professional and helpful.

Avantages

The self-served ability to customize our pipeline by service offering.

Inconvénients

Service after the sale to help us understand the other suite of services that we are not using well or at all.

Avantages

Streamlining communication: Insightly helps to keep all customer interactions, emails, and calls in one central location, which allows for better communication between team members and customers.

Inconvénients

complex analytics, or multi-channel messaging options may need to look beyond Insightly's capabilities.

Avantages

The amount of information you are able to store

Inconvénients

You don't have the option at the top of the screen to move pages. This needs to be at the top and bottom. When you go in and make a change and save it will take you to the beginning of the list and not keep you where you were on the list.

Avantages

Very customizable and able to tailor the platform to fit the needs of sales. Straightforward pipelines. Lead/contact management is crucial to our business, and this platform helps store them in one spot which can easily be looked up. Email leads/contacts straight from the platform with pre-written messages.

Inconvénients

The email notification about tasks being updated or changed could be cleaned up. 3 seperate emails for someone updating a task, the pipeline moving to a different stage, and a new task for me. Would like this to be more simplified, especially if someone uploads a file into my opportunities - too many email notifications to sort through.

Avantages

It’s very user friendly and very easy to edit any details also we can track and follow up with the help of the notification feature

Inconvénients

At the time of updating any sales information it generates the same information twice

Avantages

Simple to utilize: Insightly has an instinctive point of interaction and is not difficult to learn and utilize, in any event, for colleagues with almost no involvement in CRM programming.Hearty highlights: Insightly offers a scope of elements that empower organizations to deal with their associations with clients, including contact the board, project the executives, and deals mechanization.Customization choices: Insightly offers a serious level of customization, permitting organizations to fit the product to meet their particular requirements.Mix: Insightly incorporates with an extensive variety of other business devices, including email, showcasing computerization, and venture the board programming.

Inconvénients

Restricted detailing capacities: While Insightly gives some fundamental announcing and examination highlights, it may not be pretty much as vigorous as some other CRM programming choices.Cost: Insightly can be costly, especially for organizations that require progressed includes or have bigger groups.Expectation to learn and adapt: Similarly as with any CRM programming, there might be an expectation to learn and adapt for colleagues who are curious about the product or CRM best practices.Client care: A few clients generally disapprove of client care, especially around reaction times and the nature of help gave.

Avantages

Lo puedes integrar con apps de uso diario como Gmail, mailchimp y outlook. Ofrece una variedad de herramientas para la gestión de proyectos, desde la creación de tareas y seguimiento de tiempo, hasta el establecimiento de objetivos y fechas límite. En este sentido es bastante completa. También automatiza procesos

Inconvénients

Me ha resultado difícil de aprender y un poco complicada. Te da muchos usos para personalizar y a veces es mejor que cuanto más simple sea, más efectiva para el uso diario.

Alternatives envisagées 

Zoho Social et Copper

Logiciel antérieur 

Capsule, Freshsales, Agile CRM, Bitrix24 et Copper

Avantages

Insightly has been user friendly since, easy to navigate

Inconvénients

Sometimes there are bugs wherein you were able to save the changes but it does not reflect asap

Avantages

The software looks good, and easy to use.

Inconvénients

The software stuck a lot when multiple users use at same time.Software stuck when we edit 2 things fastly and jumping to another option.When we upload leads most of the time leads upload twice which makes duplicate leads.There is no option of task reminder.There is no option of timing when the notes added at that particular date.

Alternatives envisagées 

NetSuite et Salesforce Sales Cloud

Logiciel antérieur 

NetSuite

Avantages

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.

Inconvénients

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 envisagées 

Zoho CRM, Salesforce Sales Cloud, Basecamp et HubSpot CRM

Pourquoi passer à 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.

Avantages

As a national business it's critical that we have visibility and can track what stage the projects are at. It is also generating key reporting which influences business decisions

Inconvénients

Once things are set up the system is good, but like any system its only as good as the information you put into it. We have the hang of it now and it's working well.

Having the tiers of product offering based on pricing with limited functionality is disappointing at times especially when it comes to reporting.

Avantages

It is relatively intuitive easy to customise, easy to align to specific business needs.

Inconvénients

Effective linkage of the databases that sit behind the product. If i log an activity for a against a contact that is part of an organisation, that activity will not be visible under the organisation. This is a big miss. There needs to be total linkage between all databases that sit within the system. There should be a hierarchy from Organisation to Contact to Project to Opportunity etc etc. This causes significant issues when trying to track client experience.

Reporting
No reports are drillable - they are simply static reports limiting their use. I constantly find myself needing to export a report to Excel so I can build a pivot table to effectively use it.

User interface
The user interface is very old fashioned and clunky. This is not just a statement about look and feel. When i create a report i get a list of objects with certain data that changes on a regular basis. So I need to select the item from within the report and change the value. But I cant do this quickly from within the report. I need to click on the item which then loads a separate page for the record. Then I need to click into that record which show all of the fields for the entire record. Then I need to click on the field in question, change it and then save it. I then need to close that page down and go back to the report page and refresh the page before this change is visible. This is a terrible UI and UX for a modern product today that is now significantly behind the the currently expected standard.

Avantages

First of al, Insightly's price point is excellent. The value we receive in comparison to what we pay is awesome. I really like that I can change things on the fly as needed. There have been a few things I needed specifically that no CRM really had. The team at Insightly was able to find a solution that filled the gaps I had. Their on-boarding and customer success team has been great to work with and very helpful. We are growing and I have no reason to look elsewhere.

Inconvénients

Sometimes I get overwhelmed with all of the items available to change. If I need to make a change, it can seem cumbersome and I may forget where to go. The only other thing I have to say is I wish more could have been setup during my implementation calls. I don't fault my Implementation Specialist for this and I know the purpose of those call were to make sure I could do it all myself.

Avantages

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.

Inconvénients

I think it is kind of expensive per user. I would like to see a lower monthly cost per user.

Alternatives envisagées 

Salesforce Sales Cloud

Pourquoi passer à 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.

Avantages

The search function, to a point.I like that we have a CRM system.

Inconvénients

It doesn't look good. The work flow is clunky. It's so beige. The graphical elements are uninspiring. It is not intuitive.

Avantages

* CRM and project management together in the same application

* Easy navigation between clients, leads, tasks, etc

* User-friendly interface

Inconvénients

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?

Avantages

Insightly is how I keep track of all the initiatives we have in the works right now. The management of our company's 5,000+ open positions is a major challenge. Insightly makes it easy for us to keep track of all the moving parts, which would otherwise be difficult to do in a secure manner given the project's multi-stage nature.

Inconvénients

In most cases, the newly opened Org or Project tab doesn't take up more than half of my screen following a search. I can't figure out how to make the page larger. For some reason, the columns on the Relate and Activity tabs don't remember my saved column width. Every time I use it, I have to resize it.