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Insightly Reviews
17 reviews
- 01 What is Insightly?
- 02 Pros and cons from reviewers
- 03 Main features
- 04 How Insightly compare to similar software?
- 05 Who is Insightly best for according to our reviewers?
- 06 Insightly Reviews
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01 What is Insightly?
Insightly is a web-based customer relationship management (CRM) software specifically designed for small to mid-sized businesses. It offers robust capabilities for managing leads, contacts, and entire projects, making it an effective tool for business growth. Features include comprehensive contact management, automated workflows, project management, and advanced email tracking. Insightly also offers a mobile app for iOS and Android devices, allowing users to manage their business operations on the go. The software integrates seamlessly with popular third-party applications like Gmail, Outlook, and Quickbooks. Overall, Insightly provides an affordable and user-friendly CRM solution that helps businesses enhance customer relationships, accelerate growth, and streamline operations.
02 Pros and cons from reviewers
Pros from reviewers
-
Easy access to client requests and tracking resolutions
Insightly allows the main support person to easily access client requests and track resolutions effectively, making it a useful tool for customer service -
Vendor responsiveness
Users have noted that the vendor is responsive and shows interest in their experience with the service, indicating a commitment to customer satisfaction. -
User-friendly email campaign creation
Insightly offers a user-friendly interface for creating email campaigns, with the ability to use templates or customize your own in less than 5 minutes -
Additional marketing features
Beyond email campaigns, Insightly also offers features like landing pages, forms, and marketing automations, providing a comprehensive suite of tools for marketing efforts -
Integration with Insightly CRM
Insightly Service integrates seamlessly with Insightly CRM, providing a unified platform for managing customer relationships and service requests
Cons from reviewers
-
Poor customer service
Insightly has been criticized for its slow response times and lack of effective support, with some users reporting unresolved issues and unresponsive sales representatives -
Limited functionality
The platform is said to be suitable for basic CRM functions, but for more advanced features, users either need to purchase the Enterprise version or have knowledge of API integrations -
Not user-friendly
Some users have found Insightly difficult to use and not intuitive, requiring a lot of jumping around. There are also complaints about the lack of free instructional videos on how to set it up or use it efficiently. -
Challenging setup
Some users have found the setup and integration process to be difficult, particularly when it comes to setting up notifications -
Poor design for field service management
Insightly Service has been criticized for its lack of visibility of tasks, absence of a calendar in the Service App or Portal, and inability to initiate Service Invoices
03 Main features
Starting Price
Free Plan
Status tracking
Integrations aplenty
See the big picture
Mobile on-the-go
Project workflow
N/A
Free Plan
No
Status tracking
Integrations aplenty
See the big picture
Mobile on-the-go
Project workflow
04 How Insightly compare to similar software?
05 Who is Insightly best for according to our reviewers?
-
Small Business Owners
Individuals who need a user-friendly tool to organize and streamline their work, but may find the setup and customization challenging -
Marketers
Users who need to create email campaigns quickly and efficiently, and appreciate the additional features like landing pages, forms, and marketing automations -
Long-term Users
Those who have been using Insightly for several years and may be unimpressed with the customer service and slow tech support -
Dissatisfied Customers
Users who find Insightly difficult to use, not intuitive, and are unhappy with the poor customer service and high cost for basic support. -
Support Personnel
Those who are responsible for handling client requests and tracking resolutions
06 Insightly Reviews
Insightly rating
Ease of use
Customer service
Value for money
Likelihood to recommend
Features
Insightly Reviews
-
Stephen Garcia
Insightly's Budget Tracking: A Finance Manager's Delight
As a finance manager, I appreciate Insightly's budget tracking feature. It helped us keep track of our expenses and manage our budget more effectively
July 30, 2024
-
Dylan W
Insightly's Ticketing System: A Game-Changer for Customer Service Management
As a customer service manager, I found Insightly's ticketing system extremely helpful. It helped us manage customer queries more effectively and improved our response time
July 22, 2024
-
Wayne Rodriguez
Insightly's Reporting and Analytics: Empowering Data-Driven Decisions
As a CEO, I appreciate Insightly's reporting and analytics features. They provide valuable insights into our business performance and help us make data-driven decisions
July 13, 2024
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Joe C
Experiencing Insightly: A Unique Approach to CRM Demos
As a bustling small business owner, I had the opportunity to schedule demos with various CRM companies, including Insightly. I was pleasantly surprised by their unique approach. Instead of a traditional demo, they allowed me to explore the software at my own pace, giving me the freedom to discover its features on my own. This hands-off approach might not be for everyone, but I appreciated the trust they placed in me. It's clear they're selling customer service software with a focus on empowering the customer. You can tell customer independence is a high priority for them.
July 9, 2024
-
Aaron Martinez
Insightly's User-Friendly Interface for Small Business Owners
As a small business owner, I appreciate Insightly's user-friendly interface. It's intuitive and easy to navigate, even for those who aren't tech-savvy
June 30, 2024
-
Yvette D
Embracing the Challenge: My Insightful Journey with Insightly CRM
I've found that Insightly offers a unique challenge that really encourages me to think and engage with the software. It's not your typical, run-of-the-mill CRM, and I appreciate the complexity it brings. It's like a puzzle, and I enjoy the process of jumping around to different sections, it keeps me on my toes! While there aren't any free instructional videos, I see this as an opportunity to explore and learn the system on my own. It's a great way to become an expert user and really understand the ins and outs of the software. Yes, they do charge $15 per year for basic support, but I see this as an investment in my business. It's a premium service that ensures I have the help I need when I need it. As a small business owner, I understand the importance of making every dollar count, and I believe Insightly is worth every penny. It may not be the cheapest option, but it's certainly one of the most robust and comprehensive. I've explored other CRM options, but I keep coming back to Insightly. It's unique, challenging, and offers a level of depth that I haven't found elsewhere. I'm a big fan!
June 24, 2024
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Helen Williams
Insightly CRM: Revolutionizing Sales Management.
As a sales manager, Insightly's CRM capabilities have been instrumental in managing customer relationships. The ability to track customer interactions and sales pipelines in one place has significantly improved our sales process
June 18, 2024
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Katherine Smith
Streamlining Recruitment with Insightly: A HR Manager's Perspective
As an HR manager, I used Insightly for recruitment purposes. The ability to manage candidate information and track their application status in one place made the hiring process smoother
June 8, 2024
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Johnny G
Efficient Campaign Management with Insightly: A Marketing Professional's Perspective
As a marketing professional, I found the campaign management feature in Insightly very beneficial. It allowed us to plan, track, and analyze our marketing campaigns all in one place
June 1, 2024
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Ruth Smith
Adventurous Journey with Insightly's Customer Service and Features
I'm having quite an interesting journey with Insightly! Their customer service is a unique experience that keeps me on my toes. My emails have a sense of adventure, they take their time to arrive, adding a dash of suspense to my day. Plus, the search facility is like a treasure hunt, it's not always straightforward but it sure keeps things exciting!
May 25, 2024
Start saving on the best SaaS
Secret has already helped tens of thousands of startups save millions on the best SaaS like Microsoft Teams, Google Workspace & many more. Join Secret now to buy software the smart way.