TrustRadius Insights for Insightly are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Ease of Use: Users have praised the system for its simplicity in entering new contacts and effective tracking, making it user-friendly for various tasks such as managing leads, opportunities, and projects without complications.
Valuable Data Summaries: Reviewers have highlighted the availability of data summaries as a key feature that enhances their decision-making process and overall efficiency. These summaries allow users to quickly grasp important information and make informed choices.
Helpful Customer Support: Some users have found Insightly's staff to be supportive and helpful, particularly when dealing with customer service inquiries and technical support needs. The responsive assistance from Insightly representatives has been instrumental in resolving issues promptly for users.
We use Insightly as an all encompassing CRM for sales and production pipeline management. It allows us to keep all the information in one place and have multiple users get alerts as different actions happen throughout the pipelines.
Pros
Pipeline management
Automate alerts and emails
calendar integration
Cons
the task feature can be cumbersome, especially with automating reminders
sometimes the coding information is too detailed for a non-tech-literate person
Likelihood to Recommend
I think it's decent for housing company and contact information and setting up notifications for prospecting. The pipelines are great for managing projects, but for us, they take a LOT of work to get them customized
We used Insightly not only to catalogue our client bases, but also potential clients as well. It was a great to differentiate between the two and make notes on specific things about said PR's and client. Tracking these two important type of people was helpful. It also a very good marketing system.
Pros
Marketing
Differentiating Clients and PR
Tracking & Storing important information for Client
Taking notes on PR's and Clients
Cons
Easier Search options
Filter through phone numbers faster
More intuitive document storage
Likelihood to Recommend
Insightly strives best as a CRM. It does well to help me find about certain people and make notes on people my business wants to avoid that tend to come back multiple times. The notes section has saved me in situations with irate PR's that always like to come back.
VU
Verified User
Administrative Assistant in Finance and Accounting (11-50 employees)
We were using it for the CRM and marketing feature. It helped that we didn't have to manually add data into our marketing platform separately from our CRM and everything was connected. Plus we didn't have a good solution for client management before Insightly other than excel worksheets.
Pros
Marketing and CRM connector
Easy access and view to client data
Basic features connecting email to client info
identifying and merging duplicates
Cons
set up of the pipelines/projects was definitely hard to manage and get the full team involved in training
tasks added up and was very overwhelming.
would have liked a better document management built in system other than a connector to one drive
Likelihood to Recommend
If you business is very basic and has a high emphasis on typical sales, this platform is great. it helps with easy marketing as well as client management. It may not fit models that are more service based.
VU
Verified User
Administrative Assistant in Finance and Accounting (11-50 employees)
We use Insightly to keep track of our customers and their pipelines to know where we are in our sales. It helps us stay organized, it gives us a map to follow, and it gives us tasks to follow to keep up with our customers. I think it is most useful for our sales reps who have a lot of customers that they have a hard time keeping track of. Overall, it solves a lot of our organization and customer database problems.
Pros
Organizing customers
Pipeline instructions
Pretty fast at responding when having issues
Merging accounts option/ease of deletion
Cons
Gmail AI- reading the wrong part of the email and making new accounts of ones we already have
Complicated settings
Pretty fast at responding when we have inquiries however usually customer service needs really detailed responses and screenshots
More comprehensive user training- I joined the webinar and it just basically went over what you would be implementing, not how to use it
Proof of data privacy
Likelihood to Recommend
Insightly is well suited when creating customer profiles, pipelines and project steps, however when you look into it deeper, it is difficult to make tasks that will show up on time, follow up emails that won't blow your email up, etc.
We started using Insightly in order to better organize our internal customer database of ongoing and future orders. We needed a better way to keep tracking of customer contact information, addresses, and what their purposes was for contacting and working with our company. We keep track of all of our purchase orders, sales orders, invoices, estimates, and much more in Insightly.
Pros
Organization
Data Management
Report Writing
Customer Follow-Up Reminders
Cons
Ease of Use of the Program
Customer service has a hard time understanding directions
Features sometimes get removed without considered that we use those features
It is hard to copy and paste some fields from Insightly
Likelihood to Recommend
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.
We use Insightly as a sales tool to database and track interaction with our clients. Primarily we will use it for prospecting new clients as well as keeping on top of our existing clients. We also use it to track activity and sales across the company and then split out over each individual account manager.
Pros
The ability to set up filters to generate lists based on just the categories I am interested in.
It's integration with our sales data so we can see customer spending trends across multiple years and seasons.
The ability to circle back to previous email correspondence to refresh on past conversations with individual clients.
Cons
It would be good if clients would be auto updated if we have interacted with their card. Rather than having to manually check the date of "updated".
I find that when Insightly imports a new contact via the email tag being added, they will not come into the company with the company's field included, and that needs to be manually added.
For example if a new contact at Department of Health gets added they do not come in with an Industry: Government that their organisation has already.
When generating lists to export is is frustrating that you can only work with one page at a time. For instance you can not manually check all the clients on page 1 then move to page 2 to check some more to add to the list. It does not remember the ones from the previous page once you move to the next.
Likelihood to Recommend
For what we use it for and the ease of use I am happy to recommend Insightly however I can appreciate that others may have more complex feature requirements than I use. As such I would mainly only recommend it to people who I feel would use it in a similar capacity to me.
We use Insightly CRM and Marketing module to streamline our sales and marketing processes and centralize all BD-related information in the same system. I'm part of the marketing group, and I use Insightly to build landing pages, generate lists, develop templates, send emails, etc. We are in the clinical research industry.
Pros
Prospect list.
Page layout.
Field creation.
Cons
Landing pages.
Report with data from different objects.
Conference management.
Campaign management.
Likelihood to Recommend
Insightly is very good for small-sized companies. We were very happy when we started with the system, but as our company grew, Insightly didn't evolve as much. We had some hiccups with journeys (you can't modify your journey once it is started). The landing page builder is not as modern as some other platforms. When you want to analyze your data, it is not easy to cross-reference if your data is coming from different objects (ex, linked reports). There are no AI components yet. The support is also very slow. Overall, the system is decent, but not mind-blowing.
All in all, Insightly is a solid CRM with a number of features to earn a recommendation, but there was definitely a learning curve. We've been using Insightly for a little over a year now, and overall, it’s been a reliable CRM that does what we need it to do. The biggest plus for us has been how well it integrates with tools like Gmail, Google Drive, and Slack. That’s made adoption across different departments a lot smoother.
The project management features built into the CRM are surprisingly helpful. It’s nice not having to switch between platforms to track deals and manage related tasks. The layout is clean, and once you get the hang of it, organizing pipelines and workflows becomes pretty intuitive. The two areas that it excels in is integration with the rest of our suite - this keeps us from bouncing from platform to platform which is definitely a time saver. The real bonus was the project management features which was especially useful in keeping all of us up to date on issues, resolutions, and rollouts. Kudos on that!
Pros
As mentioned, Insightly integrated with Google Suite so all of our communications, and especially our analytics and metrics, didn't miss a beat.
Slack integration was helpful too, as a number of tools I investigated prior to choosing Insightly, had third party apps used for integration. This is better than nothing, but Insightly's native integration was a real relief.
The project management feature was a life saver, not just for the DEV team, but also for the Sales team. This allowed us to skip service tickets and go right from us or a client, directly to DEV. The clients just got a much more personal touch and the turn around time was increased.
Cons
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.
Likelihood to Recommend
I put 7/10 or 4/5 as a rating and recommendation for this platform but that may not be everyone's experience and the crack team of support staff had me feeling like the issues that we had would be smoothed out until refined for future clients. It could have just been our team, but the standout features were integration, clean layouts, project management made adoption across departments very smooth. One thing I didn't mention was the mobile app which we felt was not able to handle and deep work so our team used the desktop version almost exclusively. Unfortunately due to the type of data and amount of data, is something I have seen in other CRM mobile apps.
Managing data in one place was the issue. Insightly has been able to fix that and present it in an easy to read manner. Being able to set up various views to manage and organise data has made life a lot easier for myself and the sales team at my company.
Pros
Presents data
Emails
Integration
Cons
Reduce visual updates
More Ai inclusions
Likelihood to Recommend
Well suited for the type of work we do and the interactions we have with clients. Tracks everything so when people are absent, easy to identify and pickup from where colleagues were before they were away sick. Being able to run various reports with custom filters is also very helpful for presenting data in an easy to ready way.
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
Likelihood to Recommend
If a business runs a simple service or transaction flow process, this is a very useful tool to organize contacts and projects. It makes exporting to Mailchimp an easy process. Managing tasks is somewhat easy between different departments through email notifications.
