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Insightly CRM Logo
Insightly CRM
Streamline Your Business Relationships
4.2
(886)
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Insightly CRM Reviews & Product Details

Insightly CRM Overview
What is Insightly CRM?

Popular among small to medium sized enterprises, Insightly is a SassS-based CRM platform with 1.5 million users globally. Users rely on the solution to manage customer data in a central platform, manage and nurture customer relationships, boost sales, and deliver projects in a timely manner. The platform works seamlessly well with Gmail and Outlook plugins and supports multiple integrations with numerous systems.

Company Insightly, Inc.
Year founded 2009
Company size 51-200 employees
Headquarters San Francisco, California, United States
Social Media
Insightly CRM Categories on Findstack
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Ask Questions about Insightly CRM
What Insightly CRM is best for?
How does Insightly CRM compare to Act!?
What are the pros and cons of Insightly CRM?
Insightly CRM Product Details
Capabilities
API
Segment
Small Business
Mid Market
Deployment Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone
Support 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support
Training Documentation
Languages English
Insightly CRM Pros and Cons
Pros
  • Compatible with Android and iOS devices
  • Visual dashboards for tracking important metrics
  • Data integrity, security, and regulatory compliance
  • Highly flexible appointments, calendaring, and events
  • Automated tracking and updates
Cons
  • No live chat support
  • Only available in one language
Insightly CRM Features
API Access
Appointment Scheduling
Call Logging
Collaboration Tools
Contact Management
Customer Feedback Management
Customer Segmentation
Customer Support Ticketing
Customizable Dashboards
Data Import/Export
Document Management
Email Marketing
Lead Management
Live Chat
Marketing Automation
Mobile Access
Order Management
Product Catalog
Quotes/Proposals
Reporting & Analytics
Role-Based Access Control
Sales Forecasting
Sales Pipeline Management
Social Media Integration
Survey Management
Task Management
Territory Management
Third-party Integrations
User Permissions
Workflow Automation
Insightly CRM Media
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Insightly CRM Screenshots
Disclaimer
Our research is curated from diverse authoritative sources and meant to offer general advice. We don’t guarantee that our suggestions will work best for each use-case, so consider your unique needs when choosing products and services. Feel free to share your feedback.
Last updated: December 14, 2024
Insightly CRM Logo
886 Insightly CRM Reviews
4.2 out of 5
Mid Market (51-1000 emp.)
Sep 26, 2018
 Source
Overall Rating:
1.0
AG
Verified Reviewer
Founder
Share
"STAY AWAY IF YOU USE MULTIPLE CURRENCY"
What do you like best about Insightly CRM?

Nothing special, it s a CRM like many others.

What do you dislike about Insightly CRM?

BIG DISAPPOINTMENT ! We chose Insightly because of the multi currency capabilities. So it does indeed allow you to use multiple currencies. BUT...the conversion doesn't work and as a result all the reports are aggregating the amounts, regardless of the currency. To fix this, INSIGHTLY is proposing a costly development and asking us to take a higher plan for more users. ABSOLUTELY SHAMELESS !

What problems is Insightly CRM solving and how is that benefiting you?

We are using it as a regular CRM to basically record any event with our clients

Small Business (50 or fewer emp.)
Jul 30, 2018
 Source
Overall Rating:
1.0
AG
Verified Reviewer
Founder
Share
"An okay beginner CRM"
What do you like best about Insightly CRM?

The UI is simple and acts as a basic CRM

What do you dislike about Insightly CRM?

Mapping fields is not straightforward, and often times the field is lost upon conversion from lead to opportunity.

What problems is Insightly CRM solving and how is that benefiting you?

Tracking leads, opportunities, deal size, and pipeline stage.

Small Business (50 or fewer emp.)
Dec 26, 2017
 Source
Overall Rating:
1.0
AG
Verified Reviewer
Founder
Share
"Misleading "
What do you like best about Insightly CRM?

I liked that the initial set up was easy.

What do you dislike about Insightly CRM?

After about six months my storage was full. The reports I needed were never generated because they were too complicated for me but yet the rep always said here look I can do it just drag & drop but no that didn’t work. Scheduling another (I had 4!) session annoyed me and I found a manual work around. Just all and all misleading. I had an opportunity to use any software and choose insightly. Big mistake and we won’t renew.

What problems is Insightly CRM solving and how is that benefiting you?

I stopped using it when my storage filled up after just a few months.

Small Business (50 or fewer emp.)
Jan 17, 2017
 Source
Overall Rating:
1.0
AG
Verified Reviewer
Founder
Share
"not impressed"
What do you like best about Insightly CRM?

the opportunity to use it free before paying for it

What do you dislike about Insightly CRM?

I started the set up it was time intense so only put a small amount of information in and then stopped using it

What problems is Insightly CRM solving and how is that benefiting you?

organize potential customers

Enterprise (> 1000 emp.)
Jan 07, 2016
 Source
Overall Rating:
1.0
AG
Verified Reviewer
Founder
Share
"Great Product but Terrible Customer Support - as in NO phone support."
What do you like best about Insightly CRM?

For the price, it at first appears that it's a pretty robust system. However, their support is terrible. Did you know that they do not allow phone calls? Try using e-mail for a complex problem and you spend hours going back and forth when a phone call would resolve it in 15 minutes. I hate companies that do that. I won't purchase it again after the subscription runs out.

What do you dislike about Insightly CRM?

Insightly's customer support is terrible. Did you know that they do not allow phone calls? Try using e-mail for a complex problem and you spend hours going back and forth when a phone call would resolve it in 15 minutes. I hate companies that do that. I won't purchase it again after the subscription runs out.

What problems is Insightly CRM solving and how is that benefiting you?

I've had issues importing files. We still don't have it resolved and I'm skeptical that we ever will since we're e-mailing back and forth. One would think that they would realize it takes LESS time to solve via a phone call than bouncing e-mails back and forth.

Small Business (50 or fewer emp.)
Jun 02, 2015
 Source
Overall Rating:
1.0
AG
Verified Reviewer
Founder
Share
"What a pitiful platform"
What do you like best about Insightly CRM?

I like the interface for key contacts and tasks

What do you dislike about Insightly CRM?

The support model is just terrible. Email support ONLY where as a paying customer youre lucky if you get a response once every 10 days. Syncing with Exchange 2010 doesnt work properly Reporting is hideous and amateurish and there are no custom reports available.

What problems is Insightly CRM solving and how is that benefiting you?

Simple CRM, the ability to track actions against key customers, sync tasks with outlook and exchange and have my team be able to share contacts

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