Insightly Reviews and Ratings

Rating: 7.7 out of 10

Score

7.7 out of 10

Community insights

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.

Reviews

433 Reviews

Insightly is Great for Sales Leads

Rating: 10 out of 10

Incentivized

February 20, 2017

Use Cases and Deployment Scope

We use insightly for lead management in the membership/sales office. Insightly is linked to our website, so when someone fills out a membership inquiry on our site, their information is loaded directly into Insightly for me to attach an activity set and then I can follow up. I also like how easy it is for me to reassign leads to my team for follow-up.

Pros

Lead Management - easy to manage and follow-up on prospective sales clients.
Team delegation - me and my team can work on the same person for follow-up as needed. If one person misses a due date for a task, another can follow-up on their behalf.
Email sync - insightly easily syncs with my email for use of templates and conversations connected to each lead.

Cons

I wish Insightly had automation in their emails. I would like to set templates up to automatically go out at a set time.
It would be great if the Pipelines would automatically switch over to the next task in the pipeline versus me having to go in and do it manually.

Likelihood to Recommend

I find insightly is great for lead management. Any time someone contacts me regarding membership or interest in our facility, whether it be via email or a phone call, I add them into Insightly. Once they come in for a tour of our facility, I move over to Daxko. The transition process is manual, which is fine, but it would be nice if the two systems would "play together" to make this transition seamless.

Monika Singletary

Director of Membership, Outreach, Retention, & Engagement in Sales at Levite JCC of Birmingham (201-500 employees)

Vetted Review

1 year of experience

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Cost Effective Soution

Rating: 8 out of 10

Incentivized

February 20, 2017

Use Cases and Deployment Scope

<p>As someone in charge of identifying revenue opportunities, it was important for me to have a system that allowed me to track new business development, revenue generation, new hospital customers and new testing opportunities for FDA blood donor testing. Spreadsheet documents weren’t cutting it for my growing organization.</p><p>I was familiar with customer relationship management (CRM) solutions but he wanted to ensure he found a cost-effective, cloud-based CRM that integrated with his email and helped with internal reporting. After some web research and discussions with colleagues, I landed on Insightly. I was drawn to the way Insightly handled a lot of the technical CRM aspects, including backups and security, so he could focus on the business side of things. The fact that Insightly offers nonprofit organizations a cost-effective option was key.</p>

Pros

Lead tracking is a huge part of my day-to-day CRM use. My sales cycle is between nine and twelve months, so I use Insightly to track notes and project statuses.
Insightly helps me stay organized with where his leads are in the sales funnel.
Also, I use Insightlys' mobile capabilities when he is traveling to meet potential customers. I like being able to pull up a contact record and know exactly what the last interaction was ahead of a meeting.

Cons

I would like to see Insightly offer more e-mail templates which I could customize for my use. This would be a big help.
I use Time Trade and it would be a nice feature to be able to integrate Time Trade with Insightly.

Likelihood to Recommend

One of the first things I changed when I brought the CRM solution on board is the format for internal reporting. For the past few years, my boss had been asking for a one-page report of sales activity and instead received pages of spreadsheet documents from his team. By using Insightly’s opportunity value report, I was finally able to deliver the desired one-page report that showed items such as pipeline stage and funnel analysis of current opportunities, in addition to the value of opportunities won. Insightly is a great low cost CRM and I am impressed how much Insightly has continued to have more functionality offered over the time I have been using it.

Christopher M. Nare

VICE PRESIDENT LABORATORY SERVICES AND SALES in Sales at Blood Bank of Delmarva (51-200 employees)

Vetted Review

1 year of experience

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Great contact management tool

Rating: 10 out of 10

Incentivized

February 17, 2017

Use Cases and Deployment Scope

I use Insightly for relationship management with individuals and organizations. My job requires constant interaction with individuals and organizations, most of which are ongoing connections. Insightly allows me to track information learned about individuals for relationship building, make notes on conversations, add tasks for follow up, and set reminders for future meetings or items to address. The app allows access to review past meetings and discussion points prior to future meetings so we can pick up where we left off.

Pros

Excellent organization of individuals and organizations.
Simple access to history and notes on contacts.
Ability to add tasks with reminders for follow up on contacts

Cons

GUI feels a little dated, it could be refreshed
Emails forwarded to Insightly could be easier to organize and connect to the correct contacts
A daily reminder of tasks on the app would be helpful

Likelihood to Recommend

Cost effective CRM that has multiple applications. Any time you are dealing with individuals or organizations you will be continually interfacing with you need a way to track history, information and conversations - Insighly does a great job of meeting that need while providing a free to low cost option. It is easy to use and accessible from any device at any time.

Tracy Tuttle

Pastor of Local Missions at Lake Pointe Church (201-500 employees)

Vetted Review

2 years of experience

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Very User-Friendly and Simply Does What You Expect/Need

Rating: 7 out of 10

Incentivized

February 17, 2017

Use Cases and Deployment Scope

Currently, I am the only Insightly user. I manage many suppliers and vendors in the construction lifecycle, and Insightly helps me keep track of key contacts, connections, customers and partners. Construction projects often consist of many different players from a number of companies and departments. It saves me from rework.

Pros

Saves contacts
Helps me remember key connections
Great UI

Cons

Automation
Download contacts to phone

Likelihood to Recommend

Insightly's simple UI makes it easy for people who have never used a CRM. Technically we don't use it to track customers but more so we use it for vendor and supplier management. If you're looking for something fast and easy Insightly is perfect. Free is great but pricing is too high for my org to buy in.

Andrew MacPherson

Project Coordinator in Corporate at C.W. Wright Construction - Substation Division (501-1000 employees)

Vetted Review

1 year of experience

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Insightly in a glance

Rating: 9 out of 10

Incentivized

February 16, 2017

Use Cases and Deployment Scope

Insightly is used solely by the sales department. It helps us manage all our business contacts and sales pipelines.

Pros

Contacts and opportunities are easily managed.
It's accessible on every platform.
The whole team has a great visibility of the commercial opportunities and where energy should be spent.

Cons

Tasks and Project Management tools should improve. It takes too long to get them updated and you can not have the visibility of all the jobs at a glance. I prefer Trello.
The iOS app doesn't have all the features you can find in the web version and it's hard to edit information. It works perfectly as your business contacts agenda, but that's all.

Likelihood to Recommend

It's perfect for small and medium businesses, with a fair price and great tools to increase productivity. But I have doubts if it would support large sales teams.

Renato Cagno

Commercial Director in Sales at eduK (51-200 employees)

Vetted Review

2 years of experience

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My Experience with Insightly

Rating: 8 out of 10

Incentivized

February 15, 2017

Use Cases and Deployment Scope

Insightly is currently in use at my organization for senior level employees across departments to share contact information. Previous options had been used to try to serve this function using various databases, email programs and other tools, but Insightly is the most effective option we have tried so far.

Pros

Insightly's tagging system is a useful way of filtering a large database of contacts.
The user interface is generally very intuitive.
The permissions and privacy settings are very useful.

Cons

We have seen some feature integration with Office 365, but would welcome improvements and additional tools and options there.

Likelihood to Recommend

It seems well suited to teams who want to effectively collaborate on a shared database-structured address book. Some of our users attempted to tailor its use for more personal applications, and the system was much less effective when they began to adjust the privacy settings so others could not view or edit entire contact records for individuals which they might both know and interact with. This very situation arose upon our implementation of the product, but it does not indicate a flaw with Insightly - just a learning curve on the user side.

Verified User

Professional (51-200 employees)

Vetted Review

1 year of experience

Small company; Big picture results

Rating: 7 out of 10

Incentivized

February 13, 2017

Use Cases and Deployment Scope

We are using it as a CRM to track leads, sales, revenue opportunities and closed business. It is being used by the sales team only. We use it as a tracking mechanism to compare against our individual budgeted goals.

Pros

It's user-friendly and intuitive
Its customization allows us to create needed functionality
The reporting functions are robust

Cons

It's not always easy to find answers in the "help" section when errors occur
There are some areas of missing functionality, but I can't recall specifics at this time
I wish I could send reports directly to management via the CRM that are non-users and non-license holders

Likelihood to Recommend

It's well suited for a small company with a more limited CRM budget.

Marc Kleiman

National Sales & Marketing Manager in Professional Services at CP Rankin Inc., Roof Management & Contracting (51-200 employees)

Vetted Review

1 year of experience

View profile

Keeping track on contributors has never been so easy!

Rating: 9 out of 10

Incentivized

February 13, 2017

Use Cases and Deployment Scope

We use Insightly to manage contact information and notes for contributors to our media. I have everyone categorized by location, tags, and status. I mark people with tags that determine if they are a current contributor, past contributor, or removed contributor. I use the notes section to mark the dates of when their posts and contributions were made. I like being able to filter people by their tag and export contact info for that selected group.

Pros

Ability to tag contacts to organize them
Search filters
Contract info organization

Cons

Sometimes we get confused between tags and organizations - does there need to be both?
Sometimes slow and cumbersome between tabs on a contact's profile

Likelihood to Recommend

[It is] used to manage contact information and notes for contributors to our media. I use the notes section to mark the dates of when their posts and contributions were made. I like being able to filter people by their tag and export contact info for that selected group. [It's] not well suited for uploading documents even though that's a function, I prefer to use dropbox.com

Madison Gagliano-Olson

Digital Media Manager in Social Media at Guayaki Sustainable Rainforest Products, Inc. (11-50 employees)

Vetted Review

4 years of experience

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Insightly offers Insight into Law Firm

Rating: 10 out of 10

Incentivized

February 10, 2017

Use Cases and Deployment Scope

Insightly is used by the marketing team in an attempt to manage all of the firm's mailing lists and Excel spreadsheets in one place. The firm has an archaic practice management system which does not incorporate [our] CRM and the marketing team does not have access to this. In any event, the data is not clean so it's useless anyway.

Pros

Organises contacts into categories
Reminds us of important dates and events
Helps us to see whether a client uses more than one service at the law firm

Likelihood to Recommend

Well suited for managing invitees to specific events. We have a system in place that any business cards are now passed to marketing for input in Insightly.

Claire Fenwick MCIM

Marketing and Business Development Manager in Marketing at Mincoffs Solicitors LLP (51-200 employees)

Vetted Review

2 years of experience

View profile

Insightly is ok for contact management but there are better options out there if you have the budget

Rating: 3 out of 10

Incentivized

February 10, 2017

Use Cases and Deployment Scope

It is used by our sales team as a client database. Some reps use it more than others. I use it to store client contact information as well as prospect lists.

Pros

The app can be convenient when you are traveling
I like that it uses smart technology

Cons

It is cumbersome to have to first create a new organization and then create a new contact within that organization. You are entering the same information twice.
It is very cumbersome and requires too many steps to do a search by filter or list and then export it to Excel. Then you have to wait for an email and search your junk mail to find a list you pulled.
It's not efficient or convenient. If you search within the organization tab you may not find a client contact and vice versa if you search in the client tab you may not find an organization.

Likelihood to Recommend

If you have a small budget and want free software it may be a good option to manage contacts.

Kris Flynn

Senior Account Executive in Sales at Philadelphia magazine (51-200 employees)

Vetted Review

2 years of experience

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Reviews and Ratings

Cost Effective Soution

Rating: 8 out of 10

Incentivized

February 20, 2017

Use Cases and Deployment Scope

Pros

Lead tracking is a huge part of my day-to-day CRM use. My sales cycle is between nine and twelve months, so I use Insightly to track notes and project statuses.
Insightly helps me stay organized with where his leads are in the sales funnel.
Also, I use Insightlys' mobile capabilities when he is traveling to meet potential customers. I like being able to pull up a contact record and know exactly what the last interaction was ahead of a meeting.

Cons

I would like to see Insightly offer more e-mail templates which I could customize for my use. This would be a big help.
I use Time Trade and it would be a nice feature to be able to integrate Time Trade with Insightly.

Likelihood to Recommend

Christopher M. Nare

VICE PRESIDENT LABORATORY SERVICES AND SALES in Sales at Blood Bank of Delmarva (51-200 employees)

Vetted Review

1 year of experience

View profile