Verified User in Non-Profit Organization Management
Star Rating: 5

What do you like best about the product?
Insightly is very user friendly and customizable to fit your specific needs. It also has connectivity features so external forms can be connected to Insightly. Data can also be connected within Insightly, such as connecting contacts and organizations to request and project records. It supports team collaboration and accountability. Overall, it massively improves the efficiency of my team.

What do you dislike about the product?
There are not many things I dislike about Insightly. One issue is the Actual Close Date does not autofill if the request is closed and marked as Lost/Abandoned. The interface for customizing objects and fields in System Settings could also be more user friendly.

What problems is the product solving and how is that benefiting you?
Insightly helps us track permission and licensing for intellectual property. We are able to use the pipeline to track each step in the process. Managing contacts and connecting them to requests and projects is also very useful. Overall, we are able to generate more profit because Insightly increases our capacity to execute licensing agreements and collect licensing fees.

Dawn R.
Star Rating: 5

What do you like best about the product?
It does exactly what we need it to do as far as a CRM and we're probably/definitely not even using all the features it has to offer! We have been very impressed with the customer support -- they actually care about their customers and their product, and it shows.

What do you dislike about the product?
There are work arounds, but I do wish it worked within LinkedIn a little easier. Programs like LinkedMatch are an easy and cheap fix for that though, so it's not a real complaint.

What problems is the product solving and how is that benefiting you?
We FINALLY have all of our prospects and contacts in one place and we're able to review them across departments very seamlessly. It has allowed us to create a pipeline and actually put a marketing campaign in place.

kati g.
Star Rating: 5

What do you like best about the product?
The best thing about Insightly CRM is how well thought out everything is. It's extremly modern which means it's easy to use and everything is very organized and clean. The Insightly CRM also gets updated with things that greatly improve the production value of the CRM. It has everything you are looking for and it's clear the Insightly team wants your business to succeed.

What do you dislike about the product?
The only downside about Insightly CRM is that there are minor glitches in the system. All it takes is for the screen to be refreshed but the minor things can sometimes disrupt the flow of making updates.

What problems is the product solving and how is that benefiting you?
Before having Insightly CRM, we were working out of very slow systems that you could not analyze. Insightly CRM has greatly automated processes and allowed our business to analyze the production of our efforts as well as save us an enamorous amount of time.

Verified User in Financial Services
Star Rating: 1

What do you like best about the product?
Insightly is definitely cheaper than other CRMs I've previously used. They have CRM basics for teams that are very small or just getting started.

What do you dislike about the product?
Here are the major drawbacks to being on Insightly, and why I wouldn't recommend them to anyone, even small or upcoming businesses with fewer CRM needs: 1. Their support teams have been inconsistent and honestly unhelpful. I've had to fight to have people answer basic questions, and a simple request will take 2-3 emails to get a response. 2. They don't play well with others/do not integrate with any external platforms. This is a huge pain, and even basic email integration back to Insightly is a headache. You cannot easily track activities from your teams, there is no call recording or ability to integrate with a dialer, and if you use a marketing automation platform then you miss out on all marketing clicks, emails, sends etc. 3. Their only solution for solving their integration issue is their new AppConnect platform, and it is difficult to set up for the average user. Even after multiple trainings I am still unable to make changes without consulting their team. The platform is built in JavaScript, and even after looking at Workato documentation and watching multiple videos I still cannot understand their task usage policies. There are hidden fees where if you go over their task limit they automatically shut off all of your "recipes" with very little notice. Feels like a bait and switch and they require payment from you to use a platform you already pay for. 4. Very difficult/impossible without app connect to update one object based on another object being updated. Examples would be updating an account when an opportunity is created. This cannot be done outside of appconnect, and is very difficult to set up when inside of the appconnect platform. In other CRMs this type of workflow is much easier and does not require the purchase of another tool to do a basic CRM function. They have workflow rules, but those only can create other objects and not simply update (i.e. a task is created when an account is updated).

What problems is the product solving and how is that benefiting you?
Insightly has been acting as a CRM/source of truth for our product level information. It is basically a holding place for data until we can push it into other systems where we can get better reporting and do more automations based on specific trigger criteria.

Verified User in Utilities
Star Rating: 5

What do you like best about the product?
There are several best items preferred about the Insightly CRM. The ability to create custom objects makes the tool beneficial for any organization. Automation is critical in business and with workflows and the App Connect tool, the user has the flexibility to execute automated solutions without paying for custom development.

What do you dislike about the product?
The Projects object. This is a standard object (prebuilt) object that does allow for some customization. I would like to see this functionality extended so that the project management team could utilize this as an end to end solution.

What problems is the product solving and how is that benefiting you?
Insightly has been the tool that not only sales utilizes but also operations team. Because of the allowed customization, we have been able to transition several operational workflows into the CRM. Additionally, the automation we can do with the tool has greatly benefited the teams.

Kalle P.
Star Rating: 5

What do you like best about the product?
Easy accessibility, quick imports of leads, customer support anytime there is an issue, I use it everyday and it was easy to learn and its easy to use. Many different features I could use.

What do you dislike about the product?
What i don't like about it is it I am unable to make prospect leads by bulk editing. I think this would be a great feature especially since bulk editing is already a thing,

What problems is the product solving and how is that benefiting you?
Creating leads, it helps me send our sales rep more leads.

Ansar k.
Star Rating: 5

What do you like best about the product?
- insightly has excellent contact management system - Integraton with popular email platform - Customization capability - Excellent customer suport system which is unique features compared to competitors

What do you dislike about the product?
-Some users find itinightly to be overly complex - due to extensive features new users may find it steep learning curve -Limited offline access which need to be improved

What problems is the product solving and how is that benefiting you?
Insightly helps to centralize the disorganized contact information, It streamline sales processes by providing a visual sales pipeline. insightly can assist managing customer data for a targeted marketing campaigns.

Catherine H.
Star Rating: 5

What do you like best about the product?
Insightful CRM is an excellent software for automating digital marketing operations, and it's easy to use right out of the box. Seeing our customer base grow thanks to the intelligent approach to finding new leads has been very rewarding. It has been very successful since we are always in touch with our potential customers. Insightful CRM's ability to help companies learn more about the wants and needs of their consumers is a great advantage. Companies can improve their customer service by analyzing consumer data and opinions in-depth.

What do you dislike about the product?
Due to the high cost of the subscription-based service, not all companies can afford it.

What problems is the product solving and how is that benefiting you?
Our marketing team has had no problem modifying it. We can increase sales with high efficiency and effectiveness, and the system easily adapts to new challenges. I expect many companies to adopt Insightly CRM because it helps manage automated marketing workflows. All aspects of marketing, from campaign creation to customer and event tracking, will be at their fingertips. For example, Insightful CRM can help companies save time and money by automating data entry and sending follow-up emails.

Ajay Y.
Star Rating: 5

What do you like best about the product?
Insightly CRM has truly revolutionized the way we manage client interactions and streamline our corporate processes. This platform provides a complete solution that caters to our every need, making it a valuable asset for our business.and it also have user friendly interface

What do you dislike about the product?
One area of concern is the lack of customization options. While the basic features and functionalities are sufficient, there are limited options for tailoring the platform to our specific needs. It would be beneficial if Insightly CRM offered more flexibility in terms of custom fields, workflows, and reporting templates. This would allow us to adapt the system to our unique business requirements and improve overall efficiency.

What problems is the product solving and how is that benefiting you?
Insightly CRM solves the problem of scattered customer data and inefficient sales processes. It centralizes customer information, streamlines communication, and automates tasks, resulting in improved productivity and better customer relationships. With its robust analytics, I can gain valuable insights to make data-driven decisions and drive business growth effectively.

Alexis O.
Star Rating: 5

What do you like best about the product?
Insightly CRM has allowed our team to track growth from the entire sales process. i.e. lead conversion, contacts, opportunies, reporting etc. The CRM tool is very easy to navigate, teach and maintain. I love the dashboards!

What do you dislike about the product?
I geniunely do not have anything that I dislike about Insightly CRM.

What problems is the product solving and how is that benefiting you?
Insightly CRM is solving recording our leads, opportunities, clients, records of sales per clients. Renewals is a new area we are developing.

Sean B.
Star Rating: 4.5

What do you like best about the product?
Versitility, automations, customer spport and ability to kep notes

What do you dislike about the product?
Takes a long time to set up and you need to dedicate a lot of time to it

What problems is the product solving and how is that benefiting you?
Sales Pipeline, unit visibility, customer equipment, nootes

Tricia S.
Star Rating: 5

What do you like best about the product?
Insightly is quick and easy to use. I can record call details in under a minute. It is easy to search and group information that I may need to look at, and it is easy to filter info so that I see just what I want to see. We also use the invoice function and that is super fast. I appreciate the ease of use more than anything!

What do you dislike about the product?
The only complaint is that it logs you out after non-use fairly quickly. I understand security concerns, and I wish the log-in period was longer, but it's not too big of a deal because it only takes a moment to log back in...

What problems is the product solving and how is that benefiting you?
As a user it does not solve any issues for me--except that it is much faster than our old way of logging calls and keeping track of activity. For the company, the data and ease of customization has made the processes more efficient and sorting through data much more manageable.

Mary Beth S.
Star Rating: 5

What do you like best about the product?
Insightly CRM has an easy interface that allows us to customize the program for our individual company. Since we are a small company and don't have a dedicated IT department, the ability to get these adjustments completed quickly and easily has made a huge difference and definitely helped us grow over the past 3 years. Also, Brian Revak, our assigned customer success manager, is an amazing partner who is always available with helpful insights and quick answers when needed!

What do you dislike about the product?
The only downside is that sometimes an automation gets changed due to updates to the software. It would be nice if we received an email noting the possibility of the issue due to the changes.

What problems is the product solving and how is that benefiting you?
We use the dashboards weekly in our meetings to quickly identify which products are selling well and which ones might have an issue that needs to be addressed. This helps us to use our time efficiently and solve problems before they get out-of-hand.

Joanna F.
Star Rating: 4.5

What do you like best about the product?
My favorite thing about Insightly is how easy it is to customize! I have no coding background, and I have been able to construct a system architecture that is both user-friendly and robust! Take the inherent automations and add on the power of their AppConnect integration, and this CRM can connect to hundreds of applications in seconds. AppConnect has been a game changer for us to connect to a variety of business applications, including Quick Books Online, Google Drive, Twilio, Slack, and Insightly Custom Objects.

What do you dislike about the product?
One of the downsides about Insightly is that it does not provide a native tool to build forms for users that may not be at a computer or super tech saavy. We as a company would love to be able to build webforms that our team members in the field could fill information in and have that push to Insightly easily. We are able to do this using a 3rd party software now, but this requires substantial maintenance. Having a webform pull directly from Insightly field values would be invaluable.

What problems is the product solving and how is that benefiting you?
Insightly is our operational CRM. It allows us to track a multitude of data to move our solar projects from one milestone to the next. Because there are so many moving pieces and processes happening in parallel when it comes to the construction industry (solar to be specific), we need to have strong data integrity and actionable reporting to facilitate efficient operational processes!

Jordan F.
Star Rating: 4.5

What do you like best about the product?
Insightly's AppConnect service is an excellent tool for any enterprise-level business looking to increase efficiency and data integrity via automation. Their phone support team is knowledgeable, polite, and empathetic. If you have an issue, they will do everything they can to find someone to resolve the issue if they don't know how. Insightly also takes feedback very seriously; there have been multiple features we've requested that were eventually implemented.

What do you dislike about the product?
Some of Insightly's negatives are their neglect of some older features, it would be nice to see them revisit things like milestones and leads to add additional functionality or deprecate them to simplify the system. The project management and real-time notification systems are in need of attention as well as these features are critical but have not been revised in some time.

What problems is the product solving and how is that benefiting you?
Insightly allows us to better manage our data integrity using Leads to filter out unwanted internet traffic and vet potential clients; as well as, keep high-integrity records using validation rules and field-level permissions for our Contact records. Insightly's Dashboard system allows for highly customizable metrics that can be easily viewed by for end users. Dashboards also have permissions settings; in fact, most everything in the software can be controlled by an administrator which is amazing!

Verified User in Consulting
Star Rating: 4.5

What do you like best about the product?
There are excellent support people who offer creative and effective solutions when a function is not working as expected.

What do you dislike about the product?
With new updates, some functionality is affected.

What problems is the product solving and how is that benefiting you?
The problems that the Insightly CRM is solving is organization of sales Leads. Our associates are able to manage their Leads and organize them through customized list views. Custom fields are able to capture data that is specific to our industry.

Diamond P.
Star Rating: 4

What do you like best about the product?
Insightly has been a very crucial CRM for our business. It's very easy to use and intuitive to customize for our unique business needs. Support is great and always available to steer me in the right direction when I have questions or want to utilize features in a certain way.

What do you dislike about the product?
There are some elements that are a little clunky. For example, when a system user's access is removed, they still show up in Insightly with the "System User" tag. Also, you can't have dynamic page layouts based on certain fields. Little things like that make it just a little more cumbersome to use.

What problems is the product solving and how is that benefiting you?
Insightly streamlines our contact information across departments, so no matter what information you need, it can be found in the system. We can more easily report on the data and begin to see patterns in the contacts we work with.

Krunal S.
Star Rating: 5

What do you like best about the product?
Because of its extensive adaptability, I can make it fit the particular requirements of my company. Workflows, reports, and custom fields are simple to add.

What do you dislike about the product?
For me there is nothing to be dislike about insightly till now.

What problems is the product solving and how is that benefiting you?
I can easily manage my bulk marketing activities from Insightly.

Jennifer W.
Star Rating: 4.5

What do you like best about the product?
Has all the features a business needs like ease of use, robust reporting & customizations without the high cost that comes other well known CRMs

What do you dislike about the product?
We haven't found anything we dislike! And we have been using Insightly for over a year!

What problems is the product solving and how is that benefiting you?
Sharing of data & contacts across teams. Providing analytical reports to leadership.

Eden R.
Star Rating: 3

What do you like best about the product?
Troubleshooting is possible. We had an issue with duplicates and the developers were quick to correct that. When used consistently, it does help increase conversions.

What do you dislike about the product?
-The customer service requires quarterly business meetings which are essentially meant to upsell you different products -Sometimes to correct a problem, you'll have to talk them out of scheduling a meeting with you, and just fix the problem and let us know when it's fixed without a meeting

What problems is the product solving and how is that benefiting you?
Exactly what a CRM is supposed to do. Track leads, follow up with them, and help them become a member or a partner. It's a single place for all our client's leads.

Esperanca L.
Star Rating: 5

What do you like best about the product?
One thing I love the most about Insightly CRM is how the projects are structured and how easy it is to find the information we need. We use Insightly for project management, timelines, and to track the status of any project.

What do you dislike about the product?
What I do not like very much is the limited fields to have on a project page - even though it is easy to create "custom objects" that use pointers to point an info - I think that more fields would be amazing.

What problems is the product solving and how is that benefiting you?
Before moving to Insightly CRM, as a smaller company, we used another CRM that created more chaos & confusion. After switching to Insightly, everything is organized, and the information we want can be found easily. We use it for project management, and having all project steps in one page is excellent.

Isaiah K.
Star Rating: 4.5

What do you like best about the product?
The intuitive layout makes it easy for new employees to learn the system, and keeps it easy for existing users to manage client information, and sales pipelines.

What do you dislike about the product?
There are so many potential fields to use, that it's a learning curve to figure out how a business wants to set up data fields for useful metrics. Ultimately a background in data management is helpful for using this CRM.

What problems is the product solving and how is that benefiting you?
Insightly helps us track our client information, potential client sales pipelines, and project status all within one interface. This helps us a lot by allowing all of our team members to access this information without a lot of back-and-forth to update each other on project status, and makes it easy to reference past information when we need to provide service to clients.

Verified User in Hospital & Health Care
Star Rating: 4

What do you like best about the product?
I love that you can keep track of your contacts and following your customer relations processes all in one place! The pipelines, ability to assign tasks, and keep track of communication is awesome!

What do you dislike about the product?
There is a degree of getting used to the functions and how they interface with each other. The learning curve was a bit much for me at first, but once I spent some time playing with it, it was easier.

What problems is the product solving and how is that benefiting you?
currently we've moved on to a different CRM that seems a bit easier to use on the front end, but the biggest issue has been staff adoption. When products are not easy, no one wants to use them.

Dionne S.
Star Rating: 4.5

What do you like best about the product?
I particularly appreciate Insightly's flexibility in creating custom categories and labels. Whenever I want to store or label specific information, there is already a built-in system that recognises my particular use cases. For example, when tracking follow-ups with recipients by industry classification (music industry versus film production), this feature comes in handy! In addition, from an analytics perspective, it helps me to think ahead before launching new projects, as these activities can be tracked just as quickly - all within a unified platform that keeps everything set up and running seamlessly, rather than having to constantly switch between services such as email platforms + CRM applications - providing companies with real-time data on their customers as well.

What do you dislike about the product?
We dislike the lack of convenience when it comes to sending mass emails through Insightly CRM's default email system. To get around this limitation, we have chosen to use multiple external providers, in addition to BCCing our CRM account with each message sent, so that they are correctly connected at both ends. It would be helpful if there was a way for us to add many contacts at once and send a bulk prospecting email, rather than having to manually enter each contact into the platform one at a time.

What problems is the product solving and how is that benefiting you?
With Insightly CRM, I'm able to effectively track and manage my daily tasks. With customisable tasks for opportunities and projects, I can now maximise my productivity throughout the day. This provides me with countless benefits, such as streamlining workflows and increasing my efficiency.

Verified User in Marketing and Advertising
Star Rating: 4.5

What do you like best about the product?
Lead and Opportunity tracking on the platform

What do you dislike about the product?
Some data is not automatically replicated across sections

What problems is the product solving and how is that benefiting you?
Tracking incoming leads through to the opportunity and conversino stage. This keeps all the details in one spot and creates a workflow for our team

Verified User in Marketing and Advertising
Star Rating: 5

What do you like best about the product?
It is incredibly intuitive and easy to use

What do you dislike about the product?
It buffers too much. takes to long for updates to show.

What problems is the product solving and how is that benefiting you?
Tracking sales activity is very important to our organization as we are a start up and need to prove to investors activity and progress.

Alvaro P.
Star Rating: 3.5

What do you like best about the product?
Clean presentation, Good color contrast makes it easy to see and read, and use. Specially if you are working long hours

What do you dislike about the product?
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.

What problems is the product solving and how is that benefiting you?
ive only used it for about 3 months. ive used 6 or 7 Crms in the past in Solar sales, Automotive sale sand Service tech operaations, and i think that insightly is heading in the right direction. I think it should add a text to the customer option , adding a picture or the tech arriving and ETA, just like Ubereats....

Arif A.
Star Rating: 4

What do you like best about the product?
It is a simple and very easy to use. We can keep track or record of call details. Easy and helpfull to find group information also has the option to filter information. Invoice function is superfast . Love to use this software

What do you dislike about the product?
Log you out if you don't use it for long . Should there be update regarding this Overall this software is great and helpful . You can log in back quickly as well though So in terms of quality its a worth investing money in

What problems is the product solving and how is that benefiting you?
Making work easier have alot of feature to solve and resolve . Helps save time to work on the information Has alot of features which can help you to learn and potential growth

Erwin C.
Star Rating: 4

What do you like best about the product?
Insightly is our main CRM tool in engaging all departments for projects, workloads, we can definitely customize the pipeline tasks, edit as necessary or eliminate which ever is inaapplicable. It is reliable and haven't seen any issues from crashing to latencies. Reliable CRM.

What do you dislike about the product?
Too basic interface or GUI, I couldn't change the theme of my liking nor the graphical interface. I suppose the dev team should be able to give the option for basic GUI, medium settings, or enhanced view just for an additional touch.

What problems is the product solving and how is that benefiting you?
Making a tracking of the KPI and measurables such as projects, workloads, tasks that needs to be work with for proper tracking and alignment with the teams, colleagues and the rest of the department.

Blake G.
Star Rating: 5

What do you like best about the product?
Everything you need in a CRM is all here. From top to bottom, the CRM is organized in such a way that you are able to find anything and everything in a very easy and seamless fashion.

What do you dislike about the product?
Perhaps its because I have more access with my workplace than others but at first, it was hard to understand the layout. Maybe have some kind of a walkthru to help new people get a grip on what going on?

What problems is the product solving and how is that benefiting you?
It helps us understand a variety of things. From the number of SOWs approved to the total number of installs. WIthout insightly I would be in the dark on these things. All of which contributes to my commission.

Verified User in Non-Profit Organization Management
Star Rating: 3.5

What do you like best about the product?
The service from the Insightly team is great. The tool itself is flexible to adapt to your needs; also, helpful to have Marketing and CRM in the same place. I haven't had much experiences with other CRM tools, though, but so far and after a couple of years of using, complains are minimal.

What do you dislike about the product?
Not super happy about the fact that you need to pay extra for some of the most interesting integrations (App Connect). In some cases, you may only use 2 or 3, so it's hard to justify the full cost.

What problems is the product solving and how is that benefiting you?
Data storage and organization centralized in one place.

Dave M.
Star Rating: 4.5

What do you like best about the product?
Insightly CRM's interface is intuitive / user-friendly, and can be customized independently or with some help from the service team. It helps to manage my pipeline and forecast.

What do you dislike about the product?
I would like to have the ability to customize more easily without customer success team support for things like a dashboard or other reporting. This may be possible, but as a non-daily user of the platform I just cant invest the time to learn about it.

What problems is the product solving and how is that benefiting you?
Insightly CRM is used for day to day management of my pipeline and forecast outlook for the year. Additionally, I use it for contact management and a centralized place for documenting client/prospect interaciton.

Clint B.
Star Rating: 2.5

What do you like best about the product?
Insightly scales pretty well. It was/is a great starter CRM for small business with a low barrier to entry and a friendly starting price. It has a clean design with an interface that is easy to pick up. Another good feature is that it plays well with other third-party tools like QuickBooks, MailChimp, etc.

What do you dislike about the product?
Support is not great. It is a lot of self serve on the web with fairly generic answers to generic questions. Video tutorials are pretty good but, again, they are generic and may not apply to your situation. Insightly has also moved more and more toward higher monetization per client. That means that you will wind up spending significant money as your usage increases, even for the basic CRM. Insightly has also become VERY aggressive in trying to sell/require their Marketing platform as a requirement for CRM. While it is not a requirement, they push it at every turn and in response to just about any support/service question. Paired with that is a heavy push to require a service called a 'Success Plan'. This is a quarterly/yearly service charge with an assigned account manager that is supposed to help you get the most out of your tools. That didn't exist when I originally onboarded Insightly. Back then, they were simply focused on making a great CRM that could be easily right-sized for your business. Now, I've had them tell me to my face that they don't want anyone using the platform without a Success Plan in place. I've actually purchased both the Marketing (3x the annual cost of the CRM) and the Success Plan (about the same as my CRM). The net is that I went from a reasonable cost to 5x cost in the space of a year. The jury is still out on whether the Marketing side is worth it. My experience so far with the Success Plan has been very low value. Each meeting is just me telling them what I am doing and them presenting some new service that I can pay more for. Overall, Insightly is a functional CRM that could really be best in class if they wanted to. Instead, they seem to be losing their way under the banner of higher margins. I have gone from being a strong promoter of Insightly to all my contacts looking for a good platform to being just another user. I don't go out of my way to recommend them anymore. If you are looking, I would suggest you look at Insightly but keep a very open search for other, possibly better, solutions.

What problems is the product solving and how is that benefiting you?
The Insightly CRM, like any CRM, provides a repository for all of your Organization, Contact, and Opportunity information. As a small company it allows us a good way to ensure information is not lost or squirreled away in other locations or when someone leaves the company. Insightly is pretty easy to use which means that it is easy to onboard someone and give them a complete look and access to their customers without heavy training.

Elizabeth M.
Star Rating: 3.5

What do you like best about the product?
It is easy to use, especially if you do not have a tech team to build automation.

What do you dislike about the product?
The two items I would like to see Insightly address are: 1 - adding a cc: functionality to email automation; we currently have to send separate emails to our internal team that needs to be cc'd on client-facing automated emails. 2 - Reports should be able to be turned into dashboard cards. The 2 live separately in Insightly's functionality

What problems is the product solving and how is that benefiting you?
Along with the CRM functionality we keep track of all client projects in Insightly as well as have custom objects built out to document our clients journey during their tenure with us.

Alexa R.
Star Rating: 4

What do you like best about the product?
It breaks down your processes step by step. and allows others in your company to view your progress. This is helpful for people just starting out to make sure steps in the process aren't missed.

What do you dislike about the product?
It isn't initially intuitive to work with, but is easy to learn. Everything makes sense after you understand how the pieces fit together in the program. More available training videos and tutorials would be a great compliment to this.

What problems is the product solving and how is that benefiting you?
Insightly keeps everything in one place so that it is easy to find and keep track of, saving time from not having to hunt down old communications for details about the project.

Ray V.
Star Rating: 5

What do you like best about the product?
Being able to filter everything has been a great benefit. Whenever we need to customize something we have a work instructions that shows how to filter something down to what exactly you need. And it works!

What do you dislike about the product?
The only downside of insightly is when we are trying to export data it is a little difficult. I have moved a few things to google sheets to make it readily available.

What problems is the product solving and how is that benefiting you?
Insightly is helping us manage our data base and pass projects and opportunities from department to department without the project falling through the cracks. You can also see where someone is with your lead which is great!

Alma D.
Star Rating: 5

What do you like best about the product?
How well sorted our projects are within the program. It is very easy to navigate and deal with. The program updates very fast and almost instantly; you see the different task completed.

What do you dislike about the product?
In order to go back to a report you have to exit out from whatever page you are and pretty much start over to be able to pull same report again. this is also for any other report assigned to me.

What problems is the product solving and how is that benefiting you?
Helping with organizing our projects and executing them in a timely manner. Has all proper tabs for each individual dept to look at and take off if any issues arise.

Maliha A.
Star Rating: 4

What do you like best about the product?
Best thing about Insight CRM is it's contact management, as this CRM makes it easy to manage our contacts and sales leads. Also, I ssight CRM is a great help when it comes to manage our tasts efficintly everyday.

What do you dislike about the product?
Although I have a very good overall experience with this CRM but I would say that it is relatively expensive than it's competitors and the user interface could also be upgraded

What problems is the product solving and how is that benefiting you?
Insightly CRM provides a centralized database where I can store all customer data and sales-related information. This helps me to easily access and analyze data related to customer interactions, deals, and sales performance.

Nicole D.
Star Rating: 5

What do you like best about the product?
That is has enough folders to sort out each deparmtent into their each and own reports. I also like the scanning options when in-store. It is easy to navigate and train on.

What do you dislike about the product?
The least helpful thing I have noticed or found was that there is no chat bubble or a technical person to contact easily unless going through another system. And the database could be organized a little better.

What problems is the product solving and how is that benefiting you?
The amount of filters you can create in order to filter out more information per person that uses the system. Including my team when projects and objects need to be sorted.

Kevin S.
Star Rating: 2.5

What do you like best about the product?
I like that it works as a quick way to start up our CRM needs initially across the company. It handled marketing, BD, growth, and ops needs for the time being. However, could be better.

What do you dislike about the product?
It could be better about notifying us about API responses that we have set up. Also, it doesn't manage some of our use cases to use it as an internal CRM completely.

What problems is the product solving and how is that benefiting you?
Internal UI for our teams to look at production data. Helps us do marketing messages to a set of our customers. As a way to manage assignments and take notes on our customers.

Candice R.
Star Rating: 4

What do you like best about the product?
Insightly provides the opportunity to display a vast array of information and proves to be detailed and provides the opportunity to locate specific details needed when working on projects.The reporting is extremely helpful, and the capability to capture details that are important in everyday work and tasks.

What do you dislike about the product?
Notes. If there was a way to provide a better layout for notes, in chronoligical order, or possibly even a date stamp, that would be wonderful.

What problems is the product solving and how is that benefiting you?
Insightly helps to house information, next steps, progression of projects and all of the pertinent information needed to support my job functionality.

Scott U.
Star Rating: 4

What do you like best about the product?
The ability to organize opportunity-related documents and connect them to other entries. Something about the bright orange color makes me want to use the platform.

What do you dislike about the product?
Endless options, creating a bit of a trial-and-error period. We are a relationship-driven B2B company and have not yet found a useful application for the digital marketing and app connect components.

What problems is the product solving and how is that benefiting you?
All of our documents are in one place and filed under an account. This includes design files, estimates, invoices, scopes of work, and presentations. This is the first step in time-saving and preparing for collaboration with remote team members.

Mohammed Munavvar M.
Star Rating: 3.5

What do you like best about the product?
1. Simple and Clear User Interface 2. a Good Dashboard with almost every metrics and data. 3. with funnel visualization.

What do you dislike about the product?
Not for large scale business. Recommended for Small and Medium enterprises.

What problems is the product solving and how is that benefiting you?
Wordpress integration, it helps with data visualization, especially if you have woocommerce site (eCommerce, for online selling). It help understand buyers journey and repeat purchase behaviour.

Claire .
Star Rating: 5

What do you like best about the product?
I like that I can find any information super quickly. As an employee at a small business, to have Insightly as our hub for all information, files, contacts, and data is super helpful.

What do you dislike about the product?
There isn't much I dislike about Insightly. I'd say my only dislike is when I download files, the files download with underscores in the titles. Other than that, there's not much to dislike.

What problems is the product solving and how is that benefiting you?
Insightly CRM solves disorganization issues that come with working in a small business on a large number of projects. It's all-in-one ability benefits our company.

Justin B.
Star Rating: 4.5

What do you like best about the product?
Keeps my schedules in order. Easy interface to edit and update. The tech support is great. Ever since using the app, I have had a good experience an no issues..

What do you dislike about the product?
I do not dislike the app. It's helpful, and plenty of options to customize and keep your schedule organized and updated. I would recommend inslightly to anyone.

What problems is the product solving and how is that benefiting you?
Insightly solves all problems, as far as I'm concerned. I haven't had or experienced any problems with unsightly, so I assume the app is regularly updated to handle any problems.

Robert C.
Star Rating: 4.5

What do you like best about the product?
What is most helpful with our CRM is the transparency we have w/ remote offices when looking up other pipelines for review & discussion when necessary. I also like the compartmentalization of almost all the required values entered in their respective windows for easy locating.

What do you dislike about the product?
Not much, but having the required extra steps to perform our due diligence does take some time to insert the correct information accurately. I would like to complete contact values before having to scroll down the page to fill in the product line values only to scroll back up to add in the contact values,

What problems is the product solving and how is that benefiting you?
Organization & transparency where our small Sales Team has access to all activity, Leads, Opps, & Projects, and all dashboards,

Amanda D.
Star Rating: 4

What do you like best about the product?
Using Insightly in our organization helps me to see connections among different parts of our business that I wouldn't normally consider, and leads to better discussions about how to address problems that arise.

What do you dislike about the product?
Some of the terminology (which may be items we've set up in-house, I'm not sure) gets confusingly similar, so it's not always intuitive to me which labels and categories to put things in.

What problems is the product solving and how is that benefiting you?
Helps me see how the effort we ask of our authors in the field translates to sales of our products.

Verified User in Public Relations and Communications
Star Rating: 5

What do you like best about the product?
The ease of using and how cool it is and all the information it holds.

What do you dislike about the product?
I have not found anything yet that I do not like.

What problems is the product solving and how is that benefiting you?
How to manage the large colume of firm information. It is % resolved.

John R.
Star Rating: 3.5

What do you like best about the product?
Helps keep track of customers, running reports to assist with stats and trends, follow-up dates, self-automation, and integrating with Gmail, calendar, etc.

What do you dislike about the product?
Minor bugs, and constant refreshing while working on notes or updates caused me to lose the notes that I took.

What problems is the product solving and how is that benefiting you?
Data gathering, reaching out to clients, follow-ups, data for opportunities won. This causes me to be more productive in knowing when and who to reach out to. Our business performance has increased and we have great statistics to back it up.

Rajesh K.
Star Rating: 3.5

What do you like best about the product?
Drive, assign, and route leads. Create and track sales pipeline. Customize objects, fields, project management stages, and more. Empower remote teams with mobile apps.

What do you dislike about the product?
Nothing as of now. The platform enables us to work in peace.

What problems is the product solving and how is that benefiting you?
Integraetion of information. Knowing where each colleague is at the moment. Enables us to report on performance metrics. Share ideas and focus on development needs.

Jaci D.
Star Rating: 5

What do you like best about the product?
We use Insightly CRM for managing orders. It makes it extremely easy to organize the orders coming in and get them out the door as fast as possible. My work would not be as organized without Insightly CRM. The reports are especially helpful to use in conjunction with Excel.

What do you dislike about the product?
I personally haven't found any downsides.

What problems is the product solving and how is that benefiting you?
Isnightly helps us easily recognize when a order that comes in is missing doctor information, that is necessary for processing the order with insurance.

Renan G.
Star Rating: 4

What do you like best about the product?
I love how easy it is to follow up with my goals using this platform. I can see how many jobs I have scheduled and check how my team is doing. It is also a great tool to create a google map, exporting data over there.

What do you dislike about the product?
Primarily how slow it can get sometimes. I have had problems with reports not loading for minutes, even after refreshing the page multiple times. Especially on the weekends, for some reason.

What problems is the product solving and how is that benefiting you?
It works as a tool for me to stay competitive and productive. I suffered with a lack of motivation, but with how easy it is to track everything, I do not have that problem anymore.

Dylan G.
Star Rating: 3.5

What do you like best about the product?
I like that we are able to utilize multiple avenues of approach for searching and that there are analytical reports for agent performance and productivity. Insightly is great at encompassing what needs to be done.

What do you dislike about the product?
That the reports may not be accurate up to 60 minutes and can cause huge delays/issues for scheduling. It would be great to have accurate informaiton on the projects at all times when utilizing the reports for scheduling purposes.

What problems is the product solving and how is that benefiting you?
That the reports may not be accurate up to 60 minutes and can cause huge delays/issues for scheduling. It would be great to have precise information on the projects when utilizing the reports for scheduling purposes.

Jaileen R.
Star Rating: 4.5

What do you like best about the product?
I loved how organized insightly can be , you can really build it to look a certain way for the job needed.

What do you dislike about the product?
The only downfall is certain lags that happen that you might need some information fast but instead we might have to wait between 30-1hr to get the information

What problems is the product solving and how is that benefiting you?
I believe insightly is fixing the bugs and lags we might encounter. Once those lags are taken care of insightly will be super !

Verified User in Management Consulting
Star Rating: 4

What do you like best about the product?
Insightly is pretty simple to navigate and a lot of it is clear to understand! It's good for companies that may not have a ton of complicated data and supports a sales-based business. I also like the custom components and a shout out to the dev team for making clear API documentation as well.

What do you dislike about the product?
There's a lot of weird glitches and bugs and the linking between objects is not as robust as I'd like it to be. Also, their smart feature to find duplicates is only for the full names of Leads/Contacts and I wish I could select which fields I'd like to find duplicated information for like emails.

What problems is the product solving and how is that benefiting you?
They're solving for general data housing and ability to generate reports and analyze data across an entire team. I like the dashboards because I can keep an eye on sales and general progress of different programs we run.

Veronica L.
Star Rating: 5

What do you like best about the product?
I liked the pipeline up above and the separate tabs in one view from top to bottom. I like how a lot of things are found in reports.

What do you dislike about the product?
It could be a little technical if you are unfamiliar with what you are doing...sometimes there's different ways in doing the same thing and could seem confusing

What problems is the product solving and how is that benefiting you?
Newer versions seem to be more simplified. I have used other versions of crm and insightly is better

Liz T.
Star Rating: 3

What do you like best about the product?
It is user-friendly. Very self-explanatory and simple to train new users on.

What do you dislike about the product?
The lack of integration between accounts and contacts is frustrating for a company that works sales using account-based methodology. Report building is also tedious, and they tend to break often.

What problems is the product solving and how is that benefiting you?
We use Insightly as our CRM for our sales process as well as the sales process for our clients. We are managing 40 different client campaigns under one CRM.

Javier G.
Star Rating: 4.5

What do you like best about the product?
It's an intuitive platform. If you know how to use google, you'll be able to start using insightly CRM without much trouble.

What do you dislike about the product?
Reporting needs more knowledge to take advantage of what it does. It is not as intuitive as the rest of the other tools it brings

What problems is the product solving and how is that benefiting you?
It has helped us to manage completely the whole customer cycle, from prospecting, to lead administration, until we close our sales and look for resales opportunities.

Kathy M.
Star Rating: 5

What do you like best about the product?
The most helpful part of Insightly is that it is very user friendly. We utilize the program to keep track of our clients progress after treatment. We can use it for our notes and information needed to collect good data. I like the customer service we received when we had questions or needed assistance.

What do you dislike about the product?
The only downside is that I have not learned how to utilize the program to it's fullest! I need to review the training videos and figure out all the options/possiblities to improve out data.

What problems is the product solving and how is that benefiting you?
Insightly has provided us with a platform to track and do follow up with our clients. It has streamlined our process and is much less cumbersome that we were doing with Google Sheets.

Paige B.
Star Rating: 5

What do you like best about the product?
Insightly had the ability to pull reports and also manipulate the data/how you want to see the report, which was helpful. I also appreciated the automatic emails that were sent to the customers to confirm orders.

What do you dislike about the product?
Nothing I disliked, it was a great CRM. OUr company moved away simply because we were growing.

What problems is the product solving and how is that benefiting you?
Very helpful when pulling data. Insightly has the ability to pull reports our ERP system does not.

Griff B.
Star Rating: 5

What do you like best about the product?
The best part is that it is very powerful yet streamlined. Unlike systems like Salesforce which require professionals to config and manage, Insightly can be run by normal business users.

What do you dislike about the product?
When you have a use case that needs more flexibility, you're dead in the water. If your use case is well defined up front, it's perfect. If you're more fluid and iterating to find what you need - you may realize too late that you need to port.

What problems is the product solving and how is that benefiting you?
Organizing our data. It was the first move from a spreadsheet - so we saw immediate value. It also helped us standardize our processes which meant we were much more efficient.

Patrick C.
Star Rating: 4.5

What do you like best about the product?
Insightly CRM allows our organization to track several ongoing projects (often within multiple cycles). The CRM-based platform provides a comprehensive level of continuity for our organization and integrates seamlessly with Google Workspace.

What do you dislike about the product?
I would prefer more engagement with the customer service team (i.e. training opportunities, tutorials for new aspects of the platform, etc.). At first glance, the platform's backend can be daunting for a new user.

What problems is the product solving and how is that benefiting you?
Insightly CRM provides a tracking solution for our organization's various programs and offerings. Each member community and each project has an individual web within Insightly which allows us to store emails, documents, etc., within the cloud. Instead of mining through hundreds of emails, our organization can easily navigate a specific project's history within Insightly.

LoriEllen B.
Star Rating: 5

What do you like best about the product?
The ability to sort and filter with ease. Creating new fields or changing is simple. My entire team seems everything we all do I can see my teams work

What do you dislike about the product?
How to see old or dead projects. Once a project falls into a certain status it is really hard to re find it

What problems is the product solving and how is that benefiting you?
Tracking status of job Seeing other departments work status updating cost and time frames sorting by logistics for scheduling

Verified User in Non-Profit Organization Management
Star Rating: 4.5

What do you like best about the product?
Having project information readily available, the ability to customize attributes for projects and organizations, as well as quickly generating reports or building cards for dashboards, help me have better control over projects,tasks and organizations within the tool

What do you dislike about the product?
At first, using the tool is complicated as it is not intuitive, but the learning curve is slight.

What problems is the product solving and how is that benefiting you?
Organize and centralize information, and enhance collaboration between the teams in an effective way

Jonathan B.
Star Rating: 4

What do you like best about the product?
It makes communication with collREXE RPZBegues about projects efficient. It also allows you to be able to see the timeline for projects easily. Seeing all the projects at once and where they are in the timeline is critical to my company's success.

What do you dislike about the product?
There isn't much I don't like. Occasionally when a project's timeline is moved to the next step, it reverts back, but that doesn't happen too often. Maybe Insightly could offer more training on properly setting up dashboards to ensure projects get moved to where they need to be when specific steps are complete.

What problems is the product solving and how is that benefiting you?
All the problems. It allows for clear communication between staff members

Alex M.
Star Rating: 4.5

What do you like best about the product?
I appreciate how centralized Insightly is, and that different users can easily synthesize their whole together to paint a holistic picture of a project's progress.

What do you dislike about the product?
There is occasionally lag when navigating the website and/or when updating existing lists, which creates frustration from time to time.

What problems is the product solving and how is that benefiting you?
Insightly CRM is helping different levels of the organization to communicate with each other, and easily access different levels of a project.

Verified User in Consumer Services
Star Rating: 3.5

What do you like best about the product?
Insightly works well as a CRM Keeps track of several different types of pipelines and is flexible to meet our specific needs Insightly is the only CRM I have used, so not sure how this compares

What do you dislike about the product?
Learning how to take advantage of all the features is a chore. I basically stick to what I know, but I understand there are many features that I don't know. This is similar to my top of the line Microwave -- all I use is the "add 30 seconds" button. It is too much to learn how to use all the microwave features, and in the same way it is too cumbersome to use all the Insightly features.

What problems is the product solving and how is that benefiting you?
Keeping track of leads, opportunities and existing projects is super helpful Getting reports is relatively easy That is about all I do, but as mentioned previously I'm sure there are many more features that can be used.

Nathaniel J.
Star Rating: 4.5

What do you like best about the product?
Insightly is very intuative and has powerful functionality in terms of orginziation, project management, and generating documents.

What do you dislike about the product?
Maybe if there was a greater ability to tailor your layout a little more based on your top uses it would be good.

What problems is the product solving and how is that benefiting you?
How to orgianize, provide updates, move projects to other stages, make changes to documents by a large number of people in different departments.

Verified User in Non-Profit Organization Management
Star Rating: 4

What do you like best about the product?
the thing i like best about insightly CRM is that it is easy to keep track of our contacts

What do you dislike about the product?
the least helpful thing about insightly CRM is the task assignments

What problems is the product solving and how is that benefiting you?
the problem insightly CRM is solving right now and the way it benefits us is by organizing our contacts and giving context to the rest of staff

Camil V.
Star Rating: 5

What do you like best about the product?
Insightly helps us keep tasks and workflows in order, which allows us to work efficiently as a team. The filters and fields on Insightly highlight the actions that we need to take to help customers progress.

What do you dislike about the product?
Currently, the same filters and fields can be improved. For example, there is no way to filter accounts to check if one date field is less than another date field. We have to work around that by using third-party software.

What problems is the product solving and how is that benefiting you?
We know exactly which stage each customer is in and what next steps we need to take to help the customer. It also allows for better coordination so that the customer is satisfied.

Tami S.
Star Rating: 4.5

What do you like best about the product?
Integration with Outlook, Quickbooks. Easy to customize views and reports.

What do you dislike about the product?
The search capabilities need some improvement. Right now can only search for duplicate leads by phone number.

What problems is the product solving and how is that benefiting you?
Tracking tasks, performing sales process, storing customer documents. It allows me to be more organized and keep all information for a customer in one place. Easy access for others in the company too.

Veronica C.
Star Rating: 3.5

What do you like best about the product?
I am not extremely fluent in data, but Insightly is the most intuitive CRM system I've worked with.

What do you dislike about the product?
I wish that personalizing the Dashboard was a bit easier and more flexible. I don't think I'm using it to it's full capacity because I have a hard time creating items that would be actually useful for me.

What problems is the product solving and how is that benefiting you?
It helps me stay organized in my management of clients, allowing me to make it easy and simple to see a list of, for example, clients that need to be contacted or that I need to meet with.

Bridget B.
Star Rating: 4.5

What do you like best about the product?
User friendly interface that is simple for our CX team to navigate.

What do you dislike about the product?
Sometimes it would be more convenient to be linked straight to an account rather than have it pulled up on the side bar.

What problems is the product solving and how is that benefiting you?
Its an easily accesible platform for our CX to quickly pull up the accounts of our clients in order to assist them very quickly.

Claire V.
Star Rating: 4.5

What do you like best about the product?
Intuitively navigatible software with great reporting tools and helpful customer service. I also appreicate the personalized views and being able to identify and save lists for quick access.

What do you dislike about the product?
There's a definitive learnging curve to import and match contacts so as not to end up with duplicates. I would prefer to be able to edit fields by clicking within them instead of having to hit the pencil icon first.

What problems is the product solving and how is that benefiting you?
Insightly helps us reach ever higher fundraising goals by providing pipelines with activity sets and automated emails. It also helps us steward relationships and keep up-to-date with donors.

Isabel A.
Star Rating: 4.5

What do you like best about the product?
Insightly CRM is a super helpful organization tool that processes many complicated steps to completion.

What do you dislike about the product?
Sometimes there are not enough filters to allow certain triggers for jobs to process most efficiently. There have also been glitches every now and then.

What problems is the product solving and how is that benefiting you?
It has the capacity for many databases while being the main hub for keeping track of projects.