Insightly Reviews

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607 Ratings
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Score 8.0 out of 100

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TrustRadius Top Rated for 2018

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Reviews (1-3 of 3)

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
Insightly is managed by our sales manager, who has access to the piplelines and opportunities for all our sales staff.

He can use this to make sure the company is uniform in its process and everyone is held accountable. It also allows us to see the stages of sales and see outstanding tasks should someone be ill and not be able to follow up appropriately
  • Kanban management system.
  • Ease of use
  • Integration with other platforms such as Xero and Slack
  • Best implementations were only recently added.
  • Really annoying that you cant create a new organization when creating a new opportunity.
Ideal for a variety of businesses but lacks any usable metrics or analytics when it comes to sales performance.
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Anonymous | TrustRadius Reviewer
Score 3 out of 10
Vetted Review
Verified User
Review Source
We use it as a lite CRM to keep track of contacts, leads, and opportunities. We also use it to keep on top of client work so the executive team can quickly see high-level what's going on with each client.
  • Keep track of contacts
  • Filter views
  • Customer support
  • Flexibility with customizing
  • Overall "bugginess" - meaning it's slightly glitchy
  • Think more logically about target screens that load once something is refreshed or updated
Insighly would be good for a medium size organization that is looking for affordability over functionality. It would be less suited for an organization that values the ability to modify the software to their needs in very specific ways (like fully integrating Insightly tasks into project management).
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Micah Feldkamp | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Reseller
Review Source
I implement Insightly CRM and integrated products for businesses of all sizes. Use cases for each client varies quite a bit. I have implemented Insightly for real estate agencies, manufacturers, distributors, consultants, and service-based businesses. Sometimes we use all the modules Insightly offers: Leads, Contacts, Organizations, Opportunities and Project Management. Depending on our client's needs, we may use only Contacts. Overall, Insightly is flexible enough to meet most needs and wants considering their API is built out very well and ecosystem of integrated products is growing bigger and bigger every day.
  • The software has a great price point, rich with features, quick to setup, great support included, and easy to use, so you will get a fast ROI.
  • As I stated before their API is built out very well and the ecosystem of integrated products is growing bigger and bigger everyday. This allows you to diversify your software investments and scale with Insightly.
  • The direction of the company is on a good path. About four or five years ago they became known as the #1 CRM on the GSuite (formerly known as Google Apps for Work) marketplace, and with their new Office 365 integration -which is about on par with their GSuite integration- who knows what achievements Insightly will make next!
  • Lastly, Insightly has impressive security and privacy protocols for a small to mid-sized business CRM software, which is absolutely necessary for protecting your customer's data. Go here for more information on their security and compliance features: https://www.insightly.com/product/security-and-compliance/
  • More information on Insightly's "cons" along with their planned updates can be found here on the community's Ideas & Suggestions page: https://support.insight.ly/hc/en-us/community/topics/200181344-Ideas-Suggestions?sort_by=votes
  • There are some fundamentals that still need to be addressed, most importantly, a backup and restore function. Although, they do have open API, so with a little extra work you can fill in that missing part. I recently wrote an article entitled, 5 Best Practices for Insightly CRM. Here I address some of the gaps in their software and what can be done to overcome these issues: https://www.insightly.com/blog/5-best-crm-practices-for-insightly-part-1/
Insightly is a horizontal market CRM meaning you can apply the software to practically any business in any industry with the right configurations and integrations. The main focus, of course, is on building relationships. Insightly does very well in this area and includes everything most sales teams need to scale and succeed. Insightly built out a kanban view recently in their new UI, so they are expanding the project management part of the software. As a consultant who implements Insightly and acts as a project leader, I would love to see more project management features like Gantt charts, merging tasks, customer portal, etc. as it would make my job a little easier servicing my clients. Insightly is not going to be a perfect fit for everyone, so do your research, talk to a subject matter expert, and check their use cases page here: https://www.insightly.com/customers/
Read Micah Feldkamp's full review

Feature Scorecard Summary

Customer data management / contact management (293)
8.7
Workflow management (263)
7.8
Territory management (22)
7.6
Opportunity management (272)
8.1
Integration with email client (e.g., Outlook or Gmail) (275)
8.1
Contract management (21)
6.5
Quote & order management (19)
8.0
Interaction tracking (241)
7.9
Channel / partner relationship management (24)
7.7
Case management (11)
7.0
Call center management (8)
7.2
Help desk management (9)
7.1
Lead management (227)
7.9
Email marketing (182)
7.7
Task management (281)
7.8
Billing and invoicing management (39)
5.8
Reporting (235)
7.8
Forecasting (92)
7.0
Pipeline visualization (235)
7.6
Customizable reports (225)
7.6
Custom fields (258)
7.8
Custom objects (27)
7.3
Scripting environment (6)
6.8
API for custom integration (117)
7.7
Single sign-on capability (197)
8.4
Role-based user permissions (124)
8.2
Social data (25)
6.8
Social engagement (78)
7.9
Marketing automation (93)
7.3
Compensation management (4)
5.1
Mobile access (252)
7.7

About Insightly

Insightly is an online CRM solution targeted at small and mid-sized businesses. Over 1.5 million worldwide small and mid-size business Insightly users build relationships, generate quotes, accelerate sales and deliver projects. It is the #1 Gmail, G Suite & Outlook CRM.

According to the vendor, businesses use Insightly for:

  • Relationship linking
  • Contact management
  • Email tracking
  • Lead management
  • Opportunity management
  • Quote generation
  • Workflow automation
  • Project management
  • Advanced reporting
  • Mobile CRM app with business card scanning and audio notes
Additional Platform Features
  • Localization/internationalization- Spanish, French, Portuguese, German, Italian
  • Over 40 app integrations including Gmail, Google Apps, Mailchimp, Box, QuickBooks Online, etc.

Insightly Features

Sales Force Automation Features
Has featureCustomer data management / contact management
Has featureWorkflow management
Has featureTerritory management
Has featureOpportunity management
Has featureIntegration with email client (e.g., Outlook or Gmail)
Does not have featureContract management
Has featureQuote & order management
Has featureInteraction tracking
Does not have featureChannel / partner relationship management
Customer Service & Support Features
Does not have featureCase management
Does not have featureCall center management
Does not have featureHelp desk management
Marketing Automation Features
Has featureLead management
Has featureEmail marketing
CRM Project Management Features
Has featureTask management
Does not have featureBilling and invoicing management
Has featureReporting
CRM Reporting & Analytics Features
Does not have featureForecasting
Has featurePipeline visualization
Has featureCustomizable reports
Customization Features
Has featureCustom fields
Has featureCustom objects
Does not have featureScripting environment
Has featureAPI for custom integration
Security Features
Has featureRole-based user permissions
Has featureSingle sign-on capability
Social CRM Features
Does not have featureSocial data
Does not have featureSocial engagement
Integrations with 3rd-party Software Features
Has featureMarketing automation
Does not have featureCompensation management
Platform Features
Has featureMobile access
Additional Features
Has featureAICPA SOC II Type 1 and Type 2 audited and accredited, and US/EU Privacy Shield and US/Swiss Privacy Shield certified.
Has featureData import & export
Has featureTwo-factor Authentication (2FA)
Has featureSAML-based Single Sign-On (SSO)
Has featureOAuth Single Sign-On (SSO)

Insightly Screenshots

Insightly Integrations

QuickBooks Online, Dropbox, Mailchimp, Xero, Slack, HubSpot, Marketo, Pardot, Box, Zapier, PandaDoc, Google Drive, Evernote, Gmail, G Suite/Google Apps, Microsoft Office 365 & Outlook

Insightly Competitors

Sugar Sell (SugarCRM), Zoho CRM, Zoho Projects, Pipedrive, Zendesk Sell (formerly Base), Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM), Salesforce

Pricing

  • Has featureFree Trial Available?Yes
  • Has featureFree or Freemium Version Available?Yes
  • Does not have featurePremium Consulting/Integration Services Available?No
  • Entry-level set up fee?No

Insightly Support Options

 Free VersionPaid Version
Forum/Community
FAQ/Knowledgebase
Video Tutorials / Webinar
Email
1-on-1 Onboarding Sessions

Insightly Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Apple iOS, Android
Supported Languages: English, French, Portuguese, Spanish, German, Italian