Insightly

Pros

The ease of onboarding & use. Ability to customize without having to use a developer

Cons

Nothing. All the features we needed, Insightly has.

Alternatives Considered

Reasons for Choosing Insightly

Switched From

Reasons for Switching to Insightly

Pros

Insight features a comprehensive feature set, and is easy to use, making it a popular choice for companies looking to streamline their operations and drive growth.

Cons

Difficulty integrating other systems....

Pros

It was extremely easy to install, even though I wanted to clarify some features and it was impossible.

Cons

I registered, I used it for a while for CRM purposes and then I wanted to close my account.

IMPOSSIBLE!

Insightly is spamming every day and there’s no way to go out of this day & nightmare

Pros

We can build functionalities that suites us without spending thousands of dollars with developers,Data can also be connected within Insightly,such as connecting contacts and organizations to request and project records.Additionally I like the Kanban view for tracking projects and the ability to pull reports and filter projects.

Cons

Wish we could customize more fields in Kanban view and assign colours for categorization.

Pros

Fairly easy to setup. The adoption rate is slow because a lot of apps are not available for it especially in an industry that is newer.

Cons

Objects do not talk to eachother making reporting extremely difficult

Alternatives Considered

Reasons for Choosing Insightly

Switched From

Reasons for Switching to Insightly

Pros

Insightly offers many products and features to be a one-stop-shop in the administrative world. It allows a company to keep all of their client information in one location and access quickly and easily. It allows emailing clients directly in the software as well as filing previously sent emails to a client.

Cons

The way that some of the fields are set up, they are not made for quick editing, copying, etc. The phone number fields do not have an automated template, the number can be input anyway. The address fields, specifically state, do not have preset options and either can be an abbreviation or spelled out. It would be nice if these were preset so that it is uniform when printing reports, etc. Lastly, once you create a lead, even after converting to a contact, the lead still shows up when that specific client is searched for. It can be confusing when you need to click quickly.

Pros

The product is extremely easy to use and customize. The system is very smart and has many modern capabilities such as recognizing when there is an existing contact which in turn saves time and redundancies. Everything is very well connected together and the system makes links that show intel to grow off of.

Cons

There are some minor glitches that can be fixed by refreshing the page but it does disrupt the flow. Pulling a report that connects multiple objects is also very tricky and sometimes impossible which then calls for a lot of manual work outside of the CRM that can be timely.

Alternatives Considered

Reasons for Switching to Insightly

Pros

Insightly does a pretty reasonable job as a CRM. It's quite easy to use and pretty. It has some integrations out of the box and is easy to customize.

Cons

No significant draw backs to it. I would say it's a middle of the road CRM system that is neither great nor terrible.

Pros

Essential front-end and easy customization of fields and pipelines.

Cons

Lack of pre-built connectors for the integration with enterprise platforms and portals.

Alternatives Considered

Reasons for Switching to Insightly

Pros

It covers all the bases- customisation, data import and export and all the basic features you would expect and I found it intuitive to use

Cons

It is lacking in some areas- automation workflows for marketing campaigns, and lead scporing on the entry level offer

Pros

The ease of tracking multiple types of projects and stages of the project and the visibility of each project's status. We tried Hubspot for two years and came back with Insightly as it was so much better to use.

Cons

The marketing function, and the products, pricebooks, and quotes could use some additional features compared to their competition. They aren't as easy to use and can be clunky at times.

Alternatives Considered

Reasons for Choosing Insightly

Switched From

Reasons for Switching to Insightly

Pros

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

Cons

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

Pros

I liked how easier I could manage contacts and tag them for a variety of purposes. This was my main reason to use the software.

Cons

As a solopreneur, I did not like that a lot of the features available didn't seem designed for me and I felt like I was paying for features I did not need.

Pros

Helps keep track of tasks and contacts very well

Cons

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

Pros

What I like the most is its ease of use and its ability to adapt to my ever-changing business needs. With this platform, I can organize and manage all my contacts, leads, and tasks in one place efficiently. I also love its ability to integrate with other tools like email and marketing automation, saving me time and increasing my productivity.

Cons

Although overall I am very satisfied, there is one small thing that I would like to mention as a negative. I have sometimes experienced slow load times when working with large volumes of data or using more complex CRM features. Although this doesn't happen often, it can be a bit frustrating when I need to quickly access some information or complete an urgent task.

Pros

The task and project management works well (even though it could be improved upon).

Cons

As a dedicated CRM system I feel it’s not the softwares strongest element. There is definitely better out there but as a joint package it makes up for its flaws.

Pros

Insightly CRM is perfect for managing client interactions and streamlining our corporate processes. Integrating apps is very easy. I have connected multiple apps, such as QuickBooks Online, Google Drive, Twilio, Slack, and many more.

Cons

A bit expensive, but the features and support are awesome.

Alternatives Considered

Pros

Simple to utilize: Insightly has an instinctive point of interaction and is not difficult to learn and utilize, in any event, for colleagues with almost no involvement in CRM programming.Hearty highlights: Insightly offers a scope of elements that empower organizations to deal with their associations with clients, including contact the board, project the executives, and deals mechanization.Customization choices: Insightly offers a serious level of customization, permitting organizations to fit the product to meet their particular requirements.Mix: Insightly incorporates with an extensive variety of other business devices, including email, showcasing computerization, and venture the board programming.

Cons

Restricted detailing capacities: While Insightly gives some fundamental announcing and examination highlights, it may not be pretty much as vigorous as some other CRM programming choices.Cost: Insightly can be costly, especially for organizations that require progressed includes or have bigger groups.Expectation to learn and adapt: Similarly as with any CRM programming, there might be an expectation to learn and adapt for colleagues who are curious about the product or CRM best practices.Client care: A few clients generally disapprove of client care, especially around reaction times and the nature of help gave.

Pros

The amount of information you are able to store

Cons

You don't have the option at the top of the screen to move pages. This needs to be at the top and bottom. When you go in and make a change and save it will take you to the beginning of the list and not keep you where you were on the list.

Pros

This software has all of the basic tools our business needed to begin using a CRM system. We were looking for a system to get us off the ground with coordinating our team's sales efforts, and Insightly has been very helpful.

Cons

There are some features that I would like to be included in the basic subscription fee that are only available if you add and pay for additional services, i.e. Insightly Marketing.

Pros

I like the ease of entering customer information/details such as contact info and type of customer.

Cons

The tasks, leads, sales pipeline seems cumbersome. Which it would be easier to follow and streamline.

Pros

I most liked Workflow management and activity lists

Cons

USer interface for Project and Task Management

Pros

Its easy to use for such a complex system

Cons

You have to download reports from a link sent in an email, would be better if the report was simply attached

Pros

The ease of use and how quickly I was able to get the hang of it. It offers everything I used Salesforce for in the past.

Cons

More features to prevent duplicates getting entered into the CRM would be helpful.

Pros

Insightly's design is intuitive and easy to understand how to set up. I recall starting to use it on the first day, right after an initial walkthrough. We did not hire anyone to assist. Then I evolved the setup as time went by. Opportunities & Projects are key to us and with good naming practices they are easy to refer to as needed in the future after completion: such as "2023..Smith Company-New boiler project". And all parties connected to a Project can be linked so easily. Attach price quotes to it: ours to the client and supplier to us. Automatic tasks when you change from Opportunity to Project can alert others to place orders, put into our financial software, etc...

Cons

They like to push their AppConnect but we really don't need that level of complexity AND they have lots of built-in interfaces into other apps like Quickbooks (which is limited but great for small business situations where elegant interfaces are not needed. Also, we tried their Service apps and found them lacking for the kind of Service that my company does: We install boiler systems and provide ongoing services for them--not free or by annual contract. So we needed a way to easily send invoices and collect $ for work done. Insightly seemed to be oriented to Software service contract situations where annual contracts are the norm and all interactions are free and nobody leaves the office. I suppose it is good for that but not so much where you have trucks driving 100 miles to do a repair.