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- what an experience!

Rating: 7 out of 10

Incentivized

March 7, 2023

Use Cases and Deployment Scope

We use Insightly to maintain records of our communities membership and relationships. It helps us track community members' growth, demographics, relationships, fundraising opportunities, and much more. It is also used to help us organize member data and organized tasks amongst our team.

Pros

I think it's highly customizable and allows us to be very specific.
The customer service and professional support is great.
The layout is clean and organized.

Cons

I think some of the functionality between its marketing and CRM platforms is a little complex.
There are some bugs that make using it on different web browsers difficult.

Likelihood to Recommend

I think that Insightly is best as a CRM. It has been exceptionally useful in allowing our organization to organize, evaluate and measure our impact on our members. I really like the ability to create reports which have been very helpful in organizing and maximizing efficiency for programming. Reports allow us to pinpoint the exact demographics of a unique subset of our community members quickly and with ease.

Kelsey Goodwin

Program Coordinator at Portland Community Squash (1-10 employees)

Vetted Review

3 years of experience

View profile

A good CRM and project management program with room for improvement

Rating: 7 out of 10

Incentivized

March 6, 2023

Use Cases and Deployment Scope

We mainly use it for project management, monitoring and capturing lead info and for the CRM aspects of the program, in particular email storage and sharing. We find that the email links are useful so everyone knows what has happened with a particular client and can pick up where the other person has left off.

Pros

Email links to project
Project and task management
Lead management

Cons

Easier user face
A better and cleaner looking project view
Easier edit functions on tasks
Better interaction with gmail

Likelihood to Recommend

Very good for project and task management as tasks can be assigned to the appropriate team or person with ease. The ability to view a project’s progress could be improved however as only when you dig deep into the project can you see how it’s progressing. Better viewing functions would help for this scenario.

Verified User

Project Manager (11-50 employees)

Vetted Review

3 years of experience

Insightly we Trust

Rating: 10 out of 10

Incentivized

March 6, 2023

Use Cases and Deployment Scope

I use insightly to help me do inspections on scheduling and always allows me to update notes and keep everything organize which is very helpful. Insightly allows everything to be organize and puts things in catergories to help other user in my company to find and see dates and data when needed and to see it off to the next employee. It also address communication when you need to find information on certain projects. Also allows you to link to google which is a huge help.

Pros

organization
data collecting
Saving information

Cons

Some times it doesnt save update information
Some times glitches
Some times links are broken

Likelihood to Recommend

For my job position it is very helpful when scheduling and organizing

Verified User

Employee in Customer Service (501-1000 employees)

Vetted Review

2 years of experience

Insightly is on the right track, but needs to work on user friendly.

Rating: 3 out of 10

Incentivized

March 5, 2023

Use Cases and Deployment Scope

We use it as project management software to handle the ins and outs of daily business as well as invoicing.

Pros

Fixing invoicing issues on the back end.
Ensuring inspections aren't overlooked.
Keeping client info organized.

Cons

Very very, very confusing.
It takes a long time to understand the processes.
People who struggle with technology do not adapt to it well.
Not user-friendly.
Not simple to use.
Companies with more complex processes need simple ways to do them- Insightly should keep that in mind.

Likelihood to Recommend

Insightly needs a better structure. The terms are confusing, and the processes are long and complicated. Simplify, Simplify, Simplify, please.

Verified User

Administrator in Corporate (1-10 employees)

Vetted Review

1 year of experience

Good value for the money.

Rating: 8 out of 10

Incentivized

March 5, 2023

Use Cases and Deployment Scope

Having all client activity and profiles is of incredible help to us.

Pros

Adaptability to existing workflows.
Email campaigns (Marketing).

Cons

Missing some essential integrations (unless you pay extra for Appconnect).
Reporting is not as user-friendly and lacks flexibility.

Likelihood to Recommend

I really don't have much experience with other tools, so it's hard to judge the scenarios where it's less appropriate, but Insightly has been a very useful tool overall when you understand the limitations (and are ok with them).

Verified User

Account Manager in Customer Service (201-500 employees)

Vetted Review

3 years of experience

A fantastic CRM that offers scalable solutions for growing businesses!

Rating: 10 out of 10

Incentivized

March 5, 2023

Use Cases and Deployment Scope

Our team uses Insightly to manage, track and update all of our Solar installation projects. It offers a wide range of tools for data analytics and workflow automation, which streamline our day-to-day processes without having to write any code. Once fully customized to our workflows, the ease of use and amount of time saved have been substantial!

Pros

Workflow automation.
Connects to apps.
Contact/data management.

Cons

Dashboard cards have a limited ability to customize the appearance.
Adding new cards to a dashboard will occasionally interfere with the entire layout.
Dashboard auto-refresh only occurs every hour, meaning the data shown can be up to an hour old rather than live (but the data can be refreshed manually from each card).

Likelihood to Recommend

Dashboard views are more effective than reports for viewing and updating projects, as the pop-out window feature that appears in the dashboards means that new tabs don't have to be opened and closed to view and edit a project's details.

Verified User

Analyst (1-10 employees)

Vetted Review

1 year of experience

Insightly: the CRM everyone should know about.

Rating: 10 out of 10

Incentivized

March 5, 2023

Use Cases and Deployment Scope

We use Insightly in our organization on a daily basis: it is my home page & my default for when a new tab is open. I live and breathe Insightly. We are a solar company that has grown a lot during the past few years, and with that, the need to use a CRM with unlimited settings and integrations became extremely important. We use Insightly to manage projects, check the status of projects, and keep track of our KPIs. I love how easy it is to navigate, create reports and integrate with other software making our lives easier.

Pros

Organize projects.
Keep track of KPIs.
Integrate with other software.

Cons

Insightly App search bar.
More fields on the project page.
Transfer of data with pointers.

Likelihood to Recommend

Insightly is well suited for all types of companies since you can literally create anything you want - from a project report to a contact report - without losing any functionality. It helps us to keep track of thousands of projects at the same time and allows different employees to make changes for the same project simultaneously. Insightly also allows us to create "custom objects" pages that use pointers to point out information from the project into a more detailed page which can be beneficial for several teams.

Verified User

Team Lead in Engineering (501-1000 employees)

Vetted Review

3 years of experience

Engineers win with Insightly.

Rating: 10 out of 10

Incentivized

March 5, 2023

Use Cases and Deployment Scope

I use it to integrate with AutoCAD. Fields are input through the designer per job case basis. And AutoCAD will populate all the correct fields and the correct visibilities within that block. The business problems are minimal. We want to be about to use more than 500 fields per custom object.

Pros

Integration with other software.
Smooth customization per object.
The logic that can get pretty complicated runs well.

Cons

More room per custom object.
The ability to not have to use app connect for more complex design automation.

Likelihood to Recommend

The use of AutoCAD from Insightly is perfect for my use. This allows me to not have to use Excel and can have multiple projects open and populate multiple jobs at once. I honestly can't think of a scenario where it is less appropriate. I love the configurability of using code to be able to populate blocks with multiple visibilities using tables in dynamic blocks.

Verified User

Engineer in Engineering (501-1000 employees)

Vetted Review

2 years of experience

Insightly is a Would Reccomend

Rating: 8 out of 10

Incentivized

March 3, 2023

Use Cases and Deployment Scope

We use Insightly as our internal CRM. Although there are small features I would like to be able to use in Reports, overall I would say that Insightly is great, and continues to improve each year. We can typically use AppConnect, or utilize exporting reports in order to accomodate the features we lack. I would recommend Insightly as it's easy to use for both the individual users, and the admin.

The biggest thing I would like to see improved (or changed back) is the reports being updated instantly instead of hourly.

Pros

Regular changes/improvements
ability to share/build reports
the cards we can create for dashboards

Cons

Being able to compare data in like fields (ex. dates)
reports updating automatically
being able to search fields that are used in workflows/layout rule etc

Likelihood to Recommend

Insightly works well as out main CRM. We are able to have an account for each project as well as other objects being linked to the project to expand the number of fields being used.

Rachel Becker

Director of Partner Operations in Customer Service at BPS (5001-10,000 employees)

Vetted Review

4 years of experience

Good for surface level sales management

Rating: 6 out of 10

Incentivized

March 2, 2023

Use Cases and Deployment Scope

We run sales and marketing campaigns for 40 different clients. Each client campaign has it's prospect list in Insightly and we use Insightly to track activity and report back to our clients on progress. It is used mainly by our Business Development team.

Pros

User friendly
Easy to train new employees on

Cons

Reporting is challenging. Depending on the report type you're building, you can't pull in all fields. For example, if I'm pulling a contact report, I can't pull in data from an account page.
We use account based selling as a company. The lack of integration between "Contacts" and "Accounts" is challenging. We've had to do some of our own development to link contact activity to show under the account page with not a lot of help from Insightly.
Logging activity isn't as efficient as it could be. It takes a lot of clicks and some of the required fields are tedious to fill out because it doesn't relate back to our process.

Likelihood to Recommend

Verified User

Consultant in Corporate (11-50 employees)

Vetted Review

3 years of experience

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