Insightly

Avantages

It can be used in simple form or allows us to enable more features as our needs grow.

Inconvénients

There are certain limitations with customizability, but Insightly often addresses these and rolls out features updates.

Alternatives envisagées 

Zoho CRM et HubSpot CRM

Pourquoi choisir Insightly 

Cardscan was outdated and no longer able to flex to our needs

Pourquoi passer à Insightly

Since we don't use a traditional sales pipeline, insightly's system allowed us to either utilize or not utilize certain features. All other systems continued to push us into a traditional sales pipeline process.

Avantages

It's pretty easy to use for the most part so less technically able staff can use it with relatively few issues.

Inconvénients

The documentation is quite lacking and mostly quite outdated. Their support is extremely poor and is often used as leverage to sell professional services.

Avantages

Tracking past activities and sales opportunities.

Inconvénients

Not being able to track phone call activity.

Avantages

Great CRM and Pipeline Management out the box!
Contact Syncing for Google is great - despite minor issues.
Good simple project lists.
Links nicely to Mailchimp and Xero.

Inconvénients

Very very poor project management. You will need to use other packages for almost anything. No resource management. No Gantt charts. No visibility.

Email integration is rudimentary. Task integration is non-existent.

No Office 365 contact synchronisation.

Avantages

It's very accessible and easy to use. No need to do so much things just to use the software. And I couldn't imagine that we can make our jobs easier by using this software. I am very much grateful.

Inconvénients

I know that every software has so much to improve. And I know Insightly has been working so much to improve but one thing of the cons is some of it has delays specially if there's some changes on info.

Avantages

I love how easy it is to change to pull the information that I need to see. This allows us to have the best information. When you have the best information you improve the speed of getting the products out and you improve the quality of the products the consumer receives.

Inconvénients

The search feature can sometimes be a little finicky when you are trying to search for a very particular project. This is probably the biggest issue that I run into on a daily basis.

Avantages

It has made very easy to observe overall sales activity through Insighlty. We use it through mobiles, laptops, personal computers likewise we synchronize data through many other applications like Gmail and office 365. It is playing a great role in our organization. Overall it is an excellent CRM that is providing wonderful services and helping us to build strong relations

Inconvénients

Since we have been using Insightly I have not come across any major difficulty. It is working amazingly and providing great services.

Avantages

I like the categories, sections, fields details options, user interface overall

Inconvénients

Not working keyboard shortcuts really hurt my feelings :D

Avantages

This software has all of the basic tools our business needed to begin using a CRM system. We were looking for a system to get us off the ground with coordinating our team's sales efforts, and Insightly has been very helpful.

Inconvénients

There are some features that I would like to be included in the basic subscription fee that are only available if you add and pay for additional services, i.e. Insightly Marketing.

Avantages

I absolutely love the to-do list. It makes it so much easier to assign tasks to my employees. I always prefer to have tasks written down to verbal tasks, so this program helps so much in that aspect. I also really like the clean, efficient look to this program. It makes it very easy to use and is not as cluttered as other similar programs. I loved the training videos that helped my employees learn the ins and outs of the program. The fact that there is tech support readily available is also a plus. I hate having only email or only phone support available, but Insightly has both!

Inconvénients

It’s rather pricey. The free version does not provide all of the features that make this product worthwhile over the competitors’. To get all of the features, you have to pay more, which makes sense, just not for small business owners. The fact that a higher plan is required to forward emails is a big minus. It’s something that almost all businesses need but paying the amount for the professional version is not necessarily a cost that can be justified. I believe that if this program were a little bit less expensive it would be more useful for small and new businesses.

Avantages

Inexpensive with basic functions that are easy to use

Inconvénients

No easy way to get answers to questions

Avantages

I like the ease of entering customer information/details such as contact info and type of customer.

Inconvénients

The tasks, leads, sales pipeline seems cumbersome. Which it would be easier to follow and streamline.

Avantages

I appreciate the ease of workflow and clean data organization and presentation.

Inconvénients

Limited when tailoring list views per user.

Avantages

Its easy to use for such a complex system

Inconvénients

You have to download reports from a link sent in an email, would be better if the report was simply attached

Avantages

Insightly CRM is itself a very reliable tool which allows the user to gain the most of the advantage with its easy to use features and efficient tools. We can also easily integrate it with other tools to improve the overall productivity. It's super responsive when dealing with the customers. We can easily maintain our sales cycles and ongoing customer service to provide extra care for the clients. The user-interface is also quite easy and manageable than other such tools.

Inconvénients

Chrome extensions are bit of a clunky addition which further complicated the working procedure so mostly avoid it. The other tools integration is right on point but the social media integration misses few of the parts and continues to be a wastage of time for us. In the end, it proves to be much effected on our overall work and improves the efficiency of our work routine.

Avantages

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.

Inconvénients

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.

Avantages

Cloud-based - I liked the ability to use on my handheld.

Inconvénients

So.Many.Bugs. For example, I just added another user. They billed me immediately with absolutely no explanation of review of costs or anything (it would be nice to have a "Proceed" button. They are absolute jerks. And then, I try to add that used and NOWHERE to be found is "System Setting: to add a new user. Help gave me the answer but it doesn't exist in the actual program. Its a nightmare. Tried twice to ask for support via their email support system - NADA. Called, and got "please use email" and then got hung up on. Needless to say, we're looking.

Avantages

As a small company, our operations department used Insightly to manage customer orders. We were all able to go in and view ETAs, ship dates, pricing, and quantities.

Inconvénients

When we had new products or pricing, only the admin could revise these tasks.

Avantages

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.

Inconvénients

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 envisagées 

Salesforce Sales Cloud

Pourquoi passer à Insightly

Salesforce was not transparent in their pricing. Also, my colleague told me that she heard Salesforce is difficult to set up.

Avantages

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.

Inconvénients

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.

Avantages

I use the free version of the software as we have been a startup accountancy firm and it was the best system we found among quite a few we looked at, it provides all we need for CRM software.

Inconvénients

I found the recurring tasks and using the pipelines a bit cumbersome and in the end, we opted for an industry-specific software with many automations of tasks and links with many third-party systems, like HMRC and Companies House in the UK

Avantages

I use insightly on a daily basis. If everything weren't organized and conveniently accessible, my overall productivity would be reduced.

Inconvénients

The UI could look a bit smoother, although that mostly comes down to personal preference. In terms of usability and functionality, everything is there.

Avantages

Insightly CRM has the most intimidating interface with easy to understand and quite productive features. It is a perfect tool for the customer relation for mid-size and small organizations. We can easily customize the tool in order to get it properly synchronized with our working and requirements.

Inconvénients

From the initial look, it is not very much professional but rather seems to be a visually appealing tool. The integration with the other tool is also not so easy and reliable and affects the overall performance. The project collaboration tools also gives me a tough time so there needs to be some improvements required.

Avantages

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.

Inconvénients

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.

Avantages

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.

Inconvénients

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

Avantages

the product is super easy to use, the reports are great and can be customizable and it centralizes all the information in one same place

Inconvénients

sometimes you have to login several times a day because if you do not use it for a while, it logsout you

Avantages

Everything! There is so much here that makes things so much more organized! I have a virtual assistant that keeps it updated and I just roll through every day and continue with the projects. I'm in the field and upload pictures in real time that tie together. Projects run smoothly with all of the contact info for all of my subcontractors is right there in the project. My favorite feature is that insightly creates a unique email for every entry and I can CC: that email address whenever I email a client or subcontractor and it automatically stores under that entry. I can link projects to contacts and files and notes, and organizations. I can't say enough about this software!
Oh yeah, automations and auto creation of tasks based on stages in the project. I create activity sets that automatically create and assign tasks with start dates and due dates with the click of a button. SUCH A TIME SAVER!
Integration with my Google Drive, integration with my calendar, integration with my Quickbooks, integration with...... ..... ......

Inconvénients

It has so much to offer that it can be a bit overwhelming to set up, but they offer a setup service. It works just great.

Avantages

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.

Inconvénients

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.

Avantages

The feature I lie the most is Reports. It is easy for me to know or to check if my Account Manager has overdue tasks. It is easy to reschedule task date and it is easy to send email to leads

Inconvénients

I am not able to utilize all of the features of Insightly so I'm okay with everything so far. But for logging in, it is the only thing I'm having problem with. I can't just login using my username and password. I have to log in using g-suite. other than that, everything is fine.

Avantages

Insightly is a great contender in the small business CRM market. I had looked at many others (there are a TON of CRM out there), basing my criteria on integration with accounting software, ease of managing client information, and ease of managing client projects. Unfortunately, none of the CRM I looked at has strong integration into the accounting software that I ultimately went with. Insightly seems to have some great automation to help out with managing projects, but where it got beat out was the managing of client information. Since a lot of my business is conducted through social media, another software beat it in ease of integration with those applications.

Inconvénients

As with some of my other reviews, I don't find much not to like with Insightly. It does what it does very well, it just isn't as integrated into social media as some of it's competitors. If I were doing less prospecting and research on clients- such as if I had a business where people were coming to me to get something made or repaired, then Insightly would be the winner. As it is, I spend most of my day finding prospects to put in the pipeline, and that would be more work with this product.

Avantages

We can have a graphic control in which to have indicators, in economy, leads, contacts, opportunities, etc. As well as dynamic campaigns, easy to use and with few problems.

Inconvénients

Some functions are not available in our case to have a direct channel from whatsapp through which our Leads mainly enter.

Avantages

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.

Inconvénients

Google Sync does not work as advertised. You cannot export / import event data.
Insightly feels slow. Expensive for what you get.

Avantages

The Insightly platform is user friendly and easy to access at an affordable price. It is a great tool for sales forecasting, sales management, and as a CRM. I would recommend it to anyone looking for a useful, customizable tool that is good to manage a small company.

Inconvénients

I can't say anything bad about insightly. It does exactly what we need it to.

Alternatives envisagées 

Salesforce Platform

Pourquoi passer à Insightly

Price

Avantages

the CRM is really easy to use, friendly and you dont need to attend long inductions to understand its path

Inconvénients

sometimes when creating an opportunity, it doesnt work well and it guets stuck and you have to refresh the page and submitt all the info again

Avantages

Insightly was highly customizable and for the price a very capable tool. Flexibility in terms of object and workflow customization. Very easy to connect to third party or self-developed integrations via API.
Loved being able to email to any specific record

Inconvénients

API changes caused fatal errors in several of our integrations over the course of our time with Insightly.
User interface was never the prettiest

Avantages

Unlimited storage
Intuitive
Great gmail gadget

Inconvénients

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

Avantages

email linking / customization of fields

Inconvénients

no customer service / expensive for the type of tool

Avantages

Easy to find videos on how to update/organize general sections. Everything is pretty self-explanatory so heavy training was not needed when I first joined the company using this CRM.

Inconvénients

Slow and very unhelpful customer service. Extremely poor functionality, navigation, and organization. Many bugs.... Then a severe lack of help in fixing said bugs. There is no number to call, and if you need help you can only speak with a general customer support member by scheduling a call, and only after expressing dissatisfaction, you are never put in touch with the technical team. I don't have the time nor willingness to become Insightly's tester by constantly reporting new issues, which then are either slowly to never resolved. There have been so many issues since the March updates, our website and other tools don't function properly because fields were renamed. Renaming and deleting tags rarely works, or you have to do so a few times in order for it to stick. Writing notes or emails - you can't bold, italic, or cross out text nor backspace/delete normal (screenshots already provided). My manual labor has increased ridiculously, and frustrations rise every time a new bug is found since the old ones are still an issue. It's hard to create proper reports since contacts/opportunities are separate items. There is no one to call to walk you through something if needed. I understand the price is lower, but I don't feel my company gets what it pays for anymore thanks to all these issues. I'm an extremely frustrated user... who is losing customers and gaining a lot of work and headaches thanks to this CRM.

Avantages

What I really like about the tool is that how simple it is to create customized reports. I frequently need to get data about our partner companies, so I love how simple it is for me to do so and how convenient it is to have everything I need in under a single dashboard. That's very useful.

Inconvénients

The support is sometimes very very unprofessional. I don't have problems ninety percent of the time but sometimes support executives just ruin my day - they need to work on the support. All they send are automated messages over and over, which is irritating. Other than that, I think some features lack too!

Avantages

I really like how it tracks relationships among the records and makes it easy to pull a list using tags. It also has robust features like project management. Data entry is simple and I like the way it uses actions/tasks. And it is very awesome the way it manages social media account information.

Inconvénients

I get frustrated with the poor report features and when I want to download and manipulate in Excel, I get all the tags in one field, so essentially I can view the tag list nicely online but I can't export that (for example to send an email to the group). I'm also frustrated with the limitations on standard contact information. I work with business people and while I start with employment contact, getting personal contact signifies a much deeper relationship. Not having standard personal contact info spots is troublesome.

Avantages

We wanted a tool that would be very easy to for our sales team to implement. It needed to be something that would require a lot of training and that they would actually be able to use. Insightly is a tool that is easy to use and doesnt have alot of extra bloat that we don't need.

Inconvénients

Insightly is only as good as the data you put into it. Without high quality data going into the system and you have set it up correctly (meaning you have set it up how its meant to be used) Insightly becomes hard to use/useless. This is true of any system but unfortunately there are not good way to "Idiot Proof" the system so bad data cannot be entered. There is also a slight learning curve for this software to fully get users into and integrated with the software.

Avantages

Easy enough to use for small business owners, if you can see your way out of getting tons of unsolicited spam.

Inconvénients

Responsive customer service that doesn't seem well informed to deal with anything beyond the most basic of questions.

Avantages

Insightly is easy to set up and quite intuitive even for new users.

Inconvénients

It didn't offer the robust features that other more specialized CRMs offer so as much as we liked it, we had to shift to something with more options. The project management features were also less useful as compared to some of the other options we tried out.

Avantages

The option to create custom fields was a real hook for our business as we require a great deal of specific data and capture it in specific ways.
The pipeline feature for defining custom workflows is a great feature which allows us to carve out our own procedure and modus operandi.

Inconvénients

The UI feels a little outdated at times. The important date reminder feature is not as user-friendly or functional as hoped. We really require projects/workflows to auto generate on a defined schedule and struggled to make the best use of this software without addressing that need.

Avantages

The software offers many free features that others charge. It is excellent for a small business on an operational budget but can easily enhance when necessary. Automated marketing email templates are effective and easy to use. The system also integrates well with other marketing products. The dashboard gives a snapshot of your sales opportunities and the user can customize.

Inconvénients

Documenting phone call attempts and connects take too many steps. The Task portion is a bit complicated and again requires too many steps.

Alternatives envisagées 

Pipedrive, Nimble et Bitrix24

Pourquoi passer à Insightly

More enhanced features are included without additional costs.

Avantages

I like that Insightly is improving. In the time that I have used the product we are able to use Workato to compare dates, being able to search the workflows, and be able to see the field history (pull reports based on this).

Inconvénients

I don't like that reports are not able to update in real time anymore. I also do not like that we cannot identify which workflow is updating a certain field (this would help when an incorrect field is marked, being able to easily track the issue).

Avantages

When we first decided on Insightly back in 2016 we fumbled around for a month or two importing leads and creating pipelines that no longer exist now two years later. Insightly now hosts a massive data base of our clients and is our first go to when interacting with them. Our company now depends heavily on Insightly every day and through the years has become ever more familiar and easy to use.

Inconvénients

Just the initial start up and launch as Insightly has many many functions to utilize and improve your customer relations management process, but through trial and error Insightly now easily makes up for the rough start.

Avantages

What I like most about this software is that it is an easy-to-use customer relationship management (CRM) system and also offers project management. What makes this software even better is that they offer a free version for business and individuals that only need 1 to 2 users. They begin to charge, per user, above their free 2 users.

Inconvénients

There's not much not to like about this software.

Avantages

easy to customise pipeline, good online information support

Inconvénients

unable to customise reports to the extent we need

Alternatives envisagées 

Trello, Basecamp et Asana

Pourquoi choisir Insightly 

hunting for a product that could automate our reports

Logiciel antérieur 

Wrike

Pourquoi passer à Insightly

price was very competitive initially

Avantages

It is user friendly. We depend on this software. All of our data is Insightly. I like that this software connects to our google drive!

Inconvénients

Sometimes it breaks down when there is too much data in it