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Insightly

Score7.8 out of 10

853 Reviews and Ratings

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What is Insightly?

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.

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Categories & Use Cases

Media

Screenshot of Insightly's lead status and activity tracking, available so that nothing falls through the cracks.
Screenshot of the reporting feature, which provides insight into sales and productivity performance.
Screenshot of the Insightly Opportunities dashboard.
Screenshot of Insightly on mobile.
Insightly
Insightly
Insightly

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Screenshot of Insightly's lead status and activity tracking, available so that nothing falls through the cracks.

Insightly Key Features

Learn about the best (and worst!) features Insightly has to offer, as determined by TrustRadius' reviewers.
Based on 853 ratings of Insightly's features
View all Insightly features

Top Performing Features

  • Custom fields

    Users can create custom fields to store additional information on standard and custom objects.

    Category average: 8.5

  • Customer data management / contact management

    The software acts as a single source for all customer data and enables users to access that data efficiently.

    Category average: 8.6

  • Opportunity management

    Users can track deals and create quotes.

    Category average: 8.4

Areas for Improvement

  • Billing and invoicing management

    This includes automated invoice creation and billing.

    Category average: 7.8

  • Mobile access

    Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

    Category average: 7.8

  • Compensation management

    The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

    Category average: 7.9

Who Buys & Uses Insightly

Insightly Reviews

What users are saying about Insightly.
View all Insightly reviews

Pros

  • Customization and flexibility to tailor the system to specific operational requirements.
  • Strong integration with external tools like Google Suite and Slack, enhancing data flow.
  • Effective data management and organization, linking various records and maintaining data congruity.

Cons

  • Slow customer support responses and a perceived lack of helpfulness from support staff.
  • Challenges with UI/UX and navigation, including unintuitive settings and disruptive pop-up boxes.
  • Data handling issues, such as automatic contact import without company information and duplicate records.

Insightly - Organization Masterclass

Incentivized
Lauren Rose
Office Manager in Finance and Accounting at Pacific Resource Brokers LLC (1-10 employees)

Use Cases and Deployment Scope

We use Insightly to manage potential, current, and future project pipelines. We use it to manage work flows in our company including backend to forward facing activities. It addresses the problems of organization and also helps us keep track of communication with customers. Knowing who the right contact is and keeping information controlled across departments is useful.

Pros

  • Task management
  • Customizable workflows and information boxes
  • Customer Support

Cons

  • Finding the correct email to contact customer service
  • Understanding what things are possible natively vs externally with outside coding help
  • Updates should be sent out in a email when things are changed and if those updates could be undone.

Return on Investment

  • We are able to loop up older customers and organize previous communication attempts. Being able to reach out to domat customer does give us more business.
  • We are able to collect dozens of email contacts a week for our newsletter programs through normal business operations.
  • We can look back at older orders and double check that the processes were followed and what safeguards were followed at the time.

Usability

Alternatives Considered

PandaDoc

Other Software Used

PandaDoc, Intuit Mailchimp, QuickBooks Desktop Premier

My Experience With Insightly - A Great CRM Tool For Business

Johnny Rakotoarison
Customer Relations Manager in Customer Service at HaiRun Technology (51-200 employees)

Use Cases and Deployment Scope

We have Insightly deployed in the customer service, marketing and sales departments and the tool has been a game changer. It helps in centralizing customer data and at the same time helps when it comes to handling marketing and sales tasks. Insightly helps align our operations while making tracking performance easy.

Pros

  • It offers great CRM features.
  • It makes lead management easy.
  • Links data easily for smooth marketing connections.
  • It offers a centralized customer database - business can store customer details, notes and emails.
  • It connects sales to projects.

Cons

  • Offers limited reporting features.
  • Customization options are limited.

Return on Investment

  • It helps our business manage, centralize, and store customer data.
  • It helps when it comes to lead generation.
  • We use the customer data for marketing purposes.
  • We have realized increased sales which is a plus.

Usability

Other Software Used

Zoho SalesIQ, Adobe Customer Journey Analytics, Zoho Forms

Try it out. We think it's great.

Incentivized
Verified User
Account Manager in Sales (1-10 employees)

Use Cases and Deployment Scope

I use Insightly as a CRM tool to help with tracking opportunities, conversion to projects, and delivery details to project completion. It assists me in keeping current with my ongoing projects as well as their current stages. This is especially helpful with being in brokerage sales of materials as the end of the transaction is just as important as the beginning.

Pros

  • It makes the conversion from an opportunity to a project simple and easy to do, given that it can carry over the relevant data.
  • It alerts the needed personnel of stage changes and helps facilitate a clean transaction.
  • It keeps the records in place of prior transactions for later reference.

Cons

  • The bugs that keep us from getting notifications after an update are a little frustrating
  • Often times, there are several fields that just take up space and are unnecessary.

Return on Investment

  • I'd say this has allowed me to manage multiple sizeable transactions with a degree of organization that would otherwise be very difficult.
  • It's definitely a net positive given that it's allowed us to track our sales as individuals and as a company accurately and quickly.
  • It makes large deals just as easy to manage as a smaller one.

Usability

Alternatives Considered

HubSpot CRM and Salesforce Mobile

Other Software Used

Google Drive, Microsoft SharePoint, Google Workspace

Insightly - Very Useful at the Best of Times and a Bit Frustrating at Other Times

Incentivized
Lauren BurkeView profile
Marketing Coordinator/Executive Assistant in Finance and Accounting at Pacific Resource Brokers (1-10 employees)

Use Cases and Deployment Scope

We use Insightly to manage our incoming over from customers including architects, contactors, and design firms. We use it as a database to track upcoming, in-progress, and completed. We use it to organize contacts and organizations. We also use it to collect customer email and phone number data for marketing purposes. Before using Insightly, this information was extremely hard to organize and track for all sorts of purposes. Gmail alone was not a useful tool in organizing this data.

Pros

  • Organization
  • Reliable data storage to refer back to later
  • Search functions

Cons

  • Ease of data entry
  • AI Email tracker makes duplicates of contacts and organizations
  • customer service is slow and is not clear with their questions

Return on Investment

  • I have no actual ROI number to provide. It is not that easy to determine.

Usability

Other Software Used

Intuit Mailchimp, CRM Assistant for Gmail™, Canva, Adobe Acrobat Reader

Insightly Review

Incentivized
Verified User
Administrator (201-500 employees)

Use Cases and Deployment Scope

We use Insightly for our Career Services Department which includes managing our student outreach, student academic records and placements, as well as, our employer outreach, job opportunities, leads, etc. We also use it for tracking our certifications and testing for students. We have six advisors and two other colleagues all of which use the system to track their outreach and document what they are doing on a day to day basis.

Pros

  • Allowing us to link multiple objects to one record to ensure congruity
  • Helping us be able to communicate with a large student base quickly while still documenting the outreach
  • Customization to allow us to use the database how we need it to be.

Cons

  • We have to do a lot of manual updates because we can only do filters on one type of record at a time unless we are looking at reports. It would be great if there was an ability to filter like we can on reports on fields in Insightly.
  • It would be great if there was more written documentation on creating validation rules because you currently only have videos and some of them the volume is to quiet which makes it hard to learn.
  • There is a limit of 8 filters per search but sometimes there is more that is needed.
  • There is also a limit to the amount of rules you are able to create on page views. We have 3 types of users in the system which has led us to only being able to make rules on pages for our advisors instead of for all of our users.

Return on Investment

  • Insightly has helped us with tracking our employer outreach which has increased the number of jobs we have available for our students
  • Insightly has helped us with tracking our placement data for students which has helped us with providing better data for our accreditation.
  • Insightly has helped us to better interact with our continuously growing student base which has helped us be able to increase the amount of students we are working with instead of only focusing on our graduates.

Usability

Other Software Used

Adobe Acrobat Sign, Microsoft 365

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