Insightly reviews

Insightly is an exceptional CRM platform that allows sales, customer success teams to be efficient and collaborative. Reports and insights are easy to generate. It is perfect for small businesses

Some features and functionalities with customizable fields are limited when compared to other CRMs

I like the scalability of this CRM solution.
Insightly is easy to use and simple to set up.

I have zero dislikes concerning Insightly.
Insightly is amazing.

This customer relationship management software has been functioning brilliantly.
I like how Insightly has been reliable and easy to implement.

Insightly has been sensational.
I do not dislike Insightly at all.

This CRM solution has been easy to use and dependable.
I like the efficiency of the features of Insightly.

I do not dislike Insightly at all.
Insightly has been so efficient to use.

Very user friendly, custom views for all users is great, reporting is excellent. Custom modules have their limitations but have worked very well for our business so far.

There needs to be a better way to link related requests to opportunities.

Ease of use. Easy CRM tool. We are happy with the services and options.

We haven't found a con as of yet! We are happy.

I really like how easy Insightly is to use. It is pretty streamlined.

Since Insightly is so streamlined, it is hard to make in-depth automations, especially when it comes to actions between different objects

the ease of use and wide range of plugins

the restrictions on the marketing journeys

The visual simplicity and the ease of use for end users

Ramp time to understand how to best use it to get what I want done.

The self-served ability to customize our pipeline by service offering.

Service after the sale to help us understand the other suite of services that we are not using well or at all.

Helps keep track of tasks and contacts very well

Wish there was a way to group tasks by a certain type of task

As the title suggests, we've been using Insightly for a bit and we picked it because it was one of the few CRM systems that actually has different versions based on the type of organization/business that is using it. That makes the task management function perfect for us.

It's a great bargain for us for a full system, but we're really only using it for task management at this point. We've not expanded our use of it much because much of the functionality seems counterintuitive. We need to explore and we're a growing company and we don't have much exploration time!

Custom automations, 3rd party integration

Last of a robust phone system integration and the last of a prospecting module

It does just what we need with a little modification to our methods

This tool can't do everything like a tool like Salesforce CRM. It also doesn't require a full time Admin like Salesforce.

The Insightly platform is user friendly and easy to access at an affordable price. It is a great tool for sales forecasting, sales management, and as a CRM. I would recommend it to anyone looking for a useful, customizable tool that is good to manage a small company.

I can't say anything bad about insightly. It does exactly what we need it to.

Insightly has been user friendly since, easy to navigate

Sometimes there are bugs wherein you were able to save the changes but it does not reflect asap

As a small company, our operations department used Insightly to manage customer orders. We were all able to go in and view ETAs, ship dates, pricing, and quantities.

When we had new products or pricing, only the admin could revise these tasks.

I use insightly on a daily basis. If everything weren't organized and conveniently accessible, my overall productivity would be reduced.

The UI could look a bit smoother, although that mostly comes down to personal preference. In terms of usability and functionality, everything is there.

It was very easy to get set up initially and works to get started without a visualization of our internal data

Not a lot of ability to customize the software to what we need it to be

Clean presentation, Good color contrast makes it easy to see and read, and use. Specially if you are working long hours

Sometimes it takes too long to interact with other software. we use twilio for phone system, and somtimes corky. Should have a phone system module with call recording. some of the JOTforms can use some more combo boxes and dropdowns.