Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.
Insightly had overall way more flexibility then I had with NetSuite. NetSuite didn't have the creative pipeline abilities that Insightly had. Insightly had better data manage and tracking clients were way better and efficient then what NetSuite could deliver. NetSuite was …
We transitioned away from NetSuite to Insightly and it was a significant upgrade as we do not have programming capabilities. Unfortunately, we need a document management system as we handle large volumes of all types of data and Insightly came up short. We switched to TaxDome …
Insightly actually have many different fields and customization options for data management. Other programs do not have the ability to organize data in this way. It is easy to manage customer contact information, phone call and email tracking, company management and many other …
There was a lot of flexibility and the cost factor was good, but I wasn't sure how comfortable the team felt with "Zia" the ai in the CRM. Zoho seemed like it was fully equipped for marketing automation and campaigns but there was a little confusion between this and the plus …
We swapped across from HubSpot as it was too difficult and over the top. Insightly had all the positive features from Hubspot, without the complications.
I did not select Insightly for our company as I am a user but not a decision maker, but compared to Chronus, Insightly is a much more organized CRM. Chronus also had technical issues that slowed or prevented our work, and I have rarely run into that in my time using Insightly.
Although the SFMC cost us very high, but we like the platform because it covers everything which we wants. Its different studios and builders helps us to create our own custom emails and automations.
We also like its journey builder and mapping of customer data. Its something …
Insightly has just worked much better. The thing about Insightly that really sets it apart is the email linking. Having the ability to read all of the emails sent and received during the project let's you see the full story of the projects inception to its completion. …
I have forgotten the names of the softwares because we did the scoping over a year ago, but insightly was the best by far for our needs. The other two were focused on a different side of property services and had a lot of features that were not applicable. Without insightly, we …
Verified User
Administrative Assistant
Chose Insightly
Insightly is significantly better than Zendesk. It is easy to use, pleasant to look at, and makes sense. However, I don't think Insightly is fair now compared to Salesforce. Insightly can do many of the same things as Salesforce, but I've only started on some of these features. …
I did not select Insightly; my executive team selected Insightly. I would rate Insightly below any other CRM or marketing platform I've used based on its inefficiencies, lack of intuitive work processes, poorly functioning mobile app, and even the design, which is not appealing …
Insightly can be easily navigated and is straightforward. Based on my experience, it is more intuitive, and the menu buttons are self-explanatory, unlike the Salesforce I have experienced. There are just a lot of buttons to click from, or sometimes, it could be a drop-down box …
Not too sure sorry, I have not used any other CRMs. We do use platforms such as Monday to track our workflows, we find it a lot easier to track actions as a whole. However Insightly does store details and information regarding our clients a lot better then Monday would.
Insightly was easy to customise and allows for us to have fields in our CRM that are relevant to us. Workflow management and marketing is better on other platforms
If a business has a simple workflow for purchasing a product or service for a customer and they want to keep track of this workflow then Insightly is very useful. The more complex a business operation is then Insightly starts to become difficult to use. I would recommend Insightly for small and medium sized businesses. Large businesses might have issues delegating tasks across many different users in a large company
Once you are immersed in the platform, for all of its integration kudos, the platform became "intuitive" if that is the right word for it. There was some push back from staff on deployment.
The service and support team at Insightly was very responsive, but it seemed as if they had fielded similar complaints, and slower learning curves than we expected.
Unfortunately, while all has worked out nicely now and we are very happy with the platform, we had to have additional instruction time for all the staff during onboarding as workflows, dashboards, and pipelines were more time intensive than expected on the demo.
Insightly offers a great product; it's the right fit for our company at this time. We were, however, considering moving to Contactually due to their cost effective automation features. However, they lacked the project management capabilities of Insightly. As our company grows, we would love to stay with Insightly - and if they can nail the automation and add the ability to customize a little bit more, it would be the perfect solution for us. For a larger company with a more involved sales team, you might find the metrics/reporting to be a bit basic. Insightly offers great customer service even to free customers
Some items are not easily accessible as an admin, and the number of available resources is outdated (video from 2017). For basic tasks such as updating prospects or contacts, it is fine. However, when you change the screen size, the system becomes less responsive, with tables often being difficult to read.
The provider is 100% available, with no downtime, maintenance, or unexpected outages. We have been able to perform solid continuous services for 12 months without any interruptions. We have backups as well, unlike the in-house backup that they keep on their end. I believe they have a very good redundancy and backup infrastructure in case they get any outages.
Pages normally load quickly, but every now and then, as entering updates to fields, it take a while to update. Sometimes even after refreshing the screen, we have to exit and go back in to get the fields or queries to update.
We have used Insightly for almost 2 years now. We have always been able to get in touch with support for a variety of reasons and they have never disappointed us. The support staff have always been very understanding. They have assisted with answers to our questions and have provided great tech support. We would highly recommend them.
Well, we didn’t get the chance to do this in-person training but rather one-on-one online training with HR in-house. There were PowerPoints to discuss as well as video instructions on how to use the app, so it was okay. We were able to play around with it during the training or onboarding session.
I've used Insightly's online training &/ or learned as I went. I've found the blogs and online written material helpful. I've also attended a few webinars, which can be useful if you use a J-I-T approach so as not to overwhelm you (or your staff) with functionality that you are using just yet. The fact that it's all available on their website and you can learn at your own pace is invaluable
did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product
Insightly is significantly better than Zendesk. It is easy to use, pleasant to look at, and makes sense. However, I don't think Insightly is fair now compared to Salesforce. Insightly can do many of the same things as Salesforce, but I've only started on some of these features. Insightly has excellent potential, and its support team drives me to make it what I believe it can be. For the price, I believe Insightly is worth it.
I don’t have the exact answers for this, but our accounting or finance department negotiates this. They always handle this kind of stuff and negotiate yearly licenses. Usually, they purchase 10 licenses in bulk and ask for a discount in bulk. Other than that, if there are any issues encountered on the app, they account for that. If it’s broken, that’s also taken into consideration when renewing the contract.
(+) Being able to download my LinkedIn connections was a huge benefit. (+) I use the task function to stay on top of my follow-up activity which is another positive feature. (+) The sorting capabilities also help me pinpoint the contacts that I need to stay on top of. (-) When I add a new lead from an existing organization, I would like the organization's information to automatically populate the fields like address, website, description. I enter all that information manually. (-) My mass mailing experience has been tedious due to the email function being interrupted and crashing due to bad email addresses in some of my records. (-) Many of my leads do not have current email addresses. I wish Insightly offered a tool to help find email addresses. I spend too much time researching to find email addresses.
Positive Impact>Visibility is critical when it comes to taking proactive measures within the organization. The Insightly Tool has helped use with that which minimizes costs when it comes to rework. We can proactively plan for upcoming growth and identify areas of improvement.
