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

Its intuitive user interface, making it easy for teams to adopt and use efficiently. The customizability of pipelines, dashboards, and reports enable users to tailor the system to their specific needs.

Cons

The reporting and analytics tools to be less advanced compared to other CRM platforms, making it challenging to create highly customized or in-depth reports.

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

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

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

high-performance, easy-to-use software with very simple features

Cons

I find no disadvantages for the moment good for competing

Pros

It was one of my first contacts with CRM many years ago, I was delighted to be able to control all contacts centrally.

Cons

To be honest, I stopped using it because I found it quite complex to use, in fact it was my first contact many years ago, who knows, maybe I'll try again now that I'm more advanced in CRM.

Pros

It is easy to navigate. Easy to manage my task!

Cons

Sometimes it logs me out, out of nowhere

Pros

I like the ability to customize the platform as the user and being able to get excellent customer support from the Insightly team.

Cons

There are limitations of features based on what product you are using and the cost jumps between products can be up to double the cost.

Pros

I appreciate how Insightly easily allows us to organize large amounts of data, create clearly-readable reports, and allow each department to clearly see the progress of each individual project — synthesizing our results to maximize effectiveness.

Cons

My only main issue with Insightly is the occasional lag that crops up from time to time. When updating a contact or re-organizing a report with additional contacts, it sometimes takes a while for the results to appear. Additionally, sometimes I'm randomly logged out, which momentarily breaks my focus.

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

It’s very user friendly and very easy to edit any details also we can track and follow up with the help of the notification feature

Cons

At the time of updating any sales information it generates the same information twice

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

Tracking past activities and sales opportunities.

Cons

Not being able to track phone call activity.

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

It has task management but not the most intuitive

Cons

Not user friendly, takes a long time to do simple things