Insightly CRM Reviews & Product Details

I find the comments section the most useful as different team members can update tickets with comments and then there is essentially a full handover of where the task is up to without needing to physically talk to another person

I find i use the dashboard section the least although i do not need to use it i find it the least useful to me

Solves issues with customers quickly and efficiently, the benefits of moving task to certain days is helpful and reminds me on which days tasks are to be done

I really like this CRM, it's super useful for this company and keeps things organized. I also love how it keeps track of the stats that way we can monitor our progress.

Sometimes it does go down at the worst times, we would love to have its downtime while we aren't super busy and needing the CRM at the moement. The bugs are sometimes confusing to fix

We are making customers accounts, and we realized that using this CRM is very useful to us and helps us track down every customer by number or othe information.

The most valuable component of Insightly is the tagging feature and the ease at which I can capture email from Gmail. The integration with Google products is seamless and has continually improved over the years as Gmail upgraded. I'm in the entertainment industry and having the ability to connect the dots for a talent manager allows me to track every facet of my client's career. The other feature I like a lot is the recent activities stream. Not much is talked about this feature, but most CRMs do not have this display. To me, it is far more important to see what is happening moment to moment with everyone and everything surrounding my company as compared to sales charts or pipeline graphs. I love the comment component a lot too. I use recent activities in the same way companies use "Slack" or "Microsoft Teams". I wish Insightly put more effort into expanding this feature because like Slack it optimizes communication within a company.

I don't like the inability to adjust the order of activities within an activity set. It would also be nice if the link feature for the Gmail sidebar was more user-friendly. The older version of the sidebar was very convenient to add links to an email. This version is cumbersome, though I get that it is more versatile. When linking emails I just like it to be quick and simple. What I do now is just quick save and then go into Insightly to link. But this is a whole extra step that takes me out of email mode. Not that big of a deal, but certainly would be nice to adjust so it was quicker. The other thing is the mobile App is not great. In reality, it is practically unusable. It has certainly improved over the years, but it's nowhere nearly as useful as the online version of the software. Why doesn't the Home screen offer a "recent activities" view option? Also, the sorting of contacts feature simply doesn't work at all. As currently constructed it is nothing more than a dressed-up phone book. This is by far the weakest offering by Insightly.

The CRM allows me to track my clients and their projects with optimum efficiency. For a minute I started using Asana for tracking projects until I realized Inisghtly was far superior and it allowed me to stay with one program.

Easy input, especially during the pandemic when we've all been remote. The tags allow you to easily link people to one another and getting to group individuals by their corporation is fantastic. This definitely has helped while assisting 6 superiors who can look at Inisghtly for an easier reference while in different timezones. You can even link their social profiles which pops up their photo - it's so helpful, always. We won't use anything else at our company.

I have no complaints! Seriously, this is better than having someone's email pop up from recurring contact! Trust me, Insightly is it!!!

The problem is a lack of communication. With Insightly, you can insert everyone's contact information and be so detailed that no one has any questions afterward. This is the future of digital databases.

The most helpful part of using Insightly is the layout. The layout allows current users to be comfortable with trying new features, read the data easily and train new employees in using the system.

The dashboard needs to be updated and the data must be more easily manipulated.

We are able to realize an insight into the data to drive decisions that are based on facts. Love it!

The usability of finding customers has been very helpful. We are able to track a lot of information with the CRM that we weren't able to before.

It was a steep learning curve at first as there are so many components to it.

Keeping track of customers and what customers are active or not at any given time. We are now able to have a much more accurate picture of how things are going.

The search feature is brilliant. It always presents the results for the option I'm looking for, even with just a few characters added to it. Very smart indeed!

It just feels outdated in design. I feel like I'm working on something Windows would show in the early 2000's. It's just time for a design facelift I think.

Keeping track of teachers and admin members especially for community management. We always want to make sure everyone gets time with our team and Insightly helps.

Keeping track of tasks and activities is seem less

Pulling data for charts can be complocated

Keeping track of orders and tasks

I like how much information we can store in the database and then run reports to better understand what is happening with the program.

Sometimes there are programs that can't be combined, but would make the system easier to use for one use.

I am solving the issues related to running reports for any given area of numerical values.

I really like the fact that I don't have to type in the entire name of a customer, and it already pops out almost immediately in the TOP SEARCH RESULTS.

What I do not like is that if I type in the complete name and hit enter, the name won't be entirely at the top.

I am mostly using it for data entry, so I am just adding data for my account managers to use. Then from the data I input we will create our sales profiles.

I was able to set everything up to automate repetitive tasks & have all my information in one place.

Still some fields / elements I would like to be able to customise - like set default sorting of tasks within a project

Massive time savings

The flexibility and innovation that Insightly provides helps me run my business more efficiently. In addition, they are the only CRM that allows me to upload photos to my customer's or project profiles.

Being a smaller CRM, it doesn't always integrate with other platforms so that has been the one disadvantage I have found with Insightly. The other advantages outweigh this inconvenience so it doesn't change my mind.

Keeping my customers organized, assigning tasks to every opportunity, lead and project, and allowing multiple users to interact on the same file have all been very helpful in optimizing my business.

I needed something affordable and expandable that did not require an IT department to figure out. Insightly fit that perfectly.

Lack of full integration into Gmail. I wish I could reply seamlessly from gmail and it would update on Insightly.

No problems, benefits are the reason I signed up for a CRM: a planned program to follow up with new and existing clients.

easy to use, easy to add not and share it with co-worker

I need to log in every time I need to use it; security is a high level

keep on updating the leads

I liked having the ability to track my opportunities from start to finish while keeping the information clear and separate.

It was not as easy as I thought to do the background changes relative to my field and country. We made it work but had a lot of help from the Insightly team.

We are currently discussing the pros and cons to justify the annual budget cost.