Insightly Reviews & Insights

Score7.4 out of 10

824 Reviews and Ratings

Community insights

TrustRadius Insights for Insightly are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Ease of Use: Users have praised the system for its simplicity in entering new contacts and effective tracking, making it user-friendly for various tasks such as managing leads, opportunities, and projects without complications.

Valuable Data Summaries: Reviewers have highlighted the availability of data summaries as a key feature that enhances their decision-making process and overall efficiency. These summaries allow users to quickly grasp important information and make informed choices.

Helpful Customer Support: Some users have found Insightly's staff to be supportive and helpful, particularly when dealing with customer service inquiries and technical support needs. The responsive assistance from Insightly representatives has been instrumental in resolving issues promptly for users.

Insightly Reviews

25 Reviews

Enterprises (1,001+ employees)

Insightly is a Would Reccomend

Rating: 8 out of 10

Incentivized

March 3, 2023

Use Cases and Deployment Scope

We use Insightly as our internal CRM. Although there are small features I would like to be able to use in Reports, overall I would say that Insightly is great, and continues to improve each year. We can typically use AppConnect, or utilize exporting reports in order to accomodate the features we lack. I would recommend Insightly as it's easy to use for both the individual users, and the admin.

The biggest thing I would like to see improved (or changed back) is the reports being updated instantly instead of hourly.

Pros

Regular changes/improvements
ability to share/build reports
the cards we can create for dashboards

Cons

Being able to compare data in like fields (ex. dates)
reports updating automatically
being able to search fields that are used in workflows/layout rule etc

Likelihood to Recommend

Insightly works well as out main CRM. We are able to have an account for each project as well as other objects being linked to the project to expand the number of fields being used.

Rachel Becker

Director of Partner Operations in Customer Service at BPS (Renewables & Environment, 5001-10,000 employees)

Vetted Review

4 years of experience

Insightly- great CRM process that helps to increase customer outreach and engagement

Rating: 8 out of 10

Incentivized

November 6, 2021

Use Cases and Deployment Scope

Insightly is really helpful to identify the right market audience for the product. It helps grow customer outreach and provides a great cloud based CRM solution. It helps handles sending emails to cutometers to help engage with wider audience and track KPI metrics to help in process improvement. It helps understand customer preferences really well and map their journey that help identify buying patterns, trends analysis and machine learning to help predict their behavior. This in turn helps create and design impactful events and campaigns and track metrics to see engagement with the customers. This can be done through social media , digital and offline campaigns as well. It is being used by the marketing department and will be scaled to the whole organization. It helped reach to customer and client by targeting them well and ensuring more revenue conversions. It also provided better integration to our clients that ensures better services.

Pros

customer segmentation
campaign design
bulk email sending
email alerts to customers
streamline various business processes

Cons

platform user interface
ability to adapt to market situation while having campaigns
securely save data on cloud in compliant way
reduction in maintenance and service cost

Likelihood to Recommend

Insightly is well suited for an organization that requires to grow its outreach and has a defined market. It cannot be put into use where people don't know what market to capture and where the product won't perform. It helps create differential strategies for different customer segment to maximize revenues from high segment groups and help streamline and automate the process of performing customer engagement tasks like sending emails, alerts, social media posts and integrate with SAP, databases and warehouses.

Verified User

Analyst in Engineering (Health, Wellness and Fitness company, 10,001+ employees)

Vetted Review

2 years of experience

Insightly is a great CRM for users of all technology comfort levels

Rating: 8 out of 10

Incentivized

November 2, 2021

Use Cases and Deployment Scope

Insightly helps our department better understand the needs of customers, by helping to track their inquiries with us and the associated products they are interested in. It also helps us to email them directly from Insightly, or we can have our emails feed directly into Insightly. It also serves as a reminder for which customers are due for a follow-up.

Pros

Track leads. Adding contacts and sorting them based on the lead stage is clear and easy to do.
Clean interface. It's easy to use Insightly and show someone else how to use it.
Integrating with email. Emails are stored with the associated contact, making it helpful to view all communications inside Insightly

Cons

Task/sorting stages. Adding tasks creates a little banner and you can also change the stages. I found them a little redundant as a user
Uploading contacts can be a little slow when done in bulk

Likelihood to Recommend

For medium or smaller businesses or teams, Insightly is great. It is easy to use and it's clear as opportunities to run various stages. The email integration is strong. For my team we use Insightly frequently to collaborate, we're all on the same page on what next steps need to be done when communicating with customers, and my various team members can access Insightly if someone is out and another team member needs to step in. It makes our team much more efficient.

Verified User

Employee in Sales (Financial Services company, 10,001+ employees)

Vetted Review

2 years of experience

Decent CRM for SMBs

Rating: 7 out of 10

Incentivized

September 22, 2021

Use Cases and Deployment Scope

It is being used by some departments in Business Operations to keep a record of all customer and partner data. The most defining part of this CRM is definitely its seamless integration with G Suite, which is why it is one of the most popular CRMs on the market. In my experience using Insightly, I have found it to be a robust CRM with almost all the basic features and functionalities to help you effortlessly manage customer and partner relationships. It is flexible in terms of customization according to your requirements and is easy to use. It has helped us manage our leads, customer interactions, and opportunities all in one place while having visibility in the entire process.

Pros

Inexpensive
A clean and user friendly interface that is easy to navigate
Reporting features are quite comprehensive
Integration with G suite and other sales tools
Workflow management is easy to set up and makes collaboration simple

Cons

It lacks proper technical support. There aren't enough technical resources online and their support team isn't any help.
It takes months for their team to get the bugs fixed and is incredibly slow coming out with updates.
Lacks advanced features for contact management and opportunity management.

Likelihood to Recommend

Insightly is better suited for growing companies and startups looking for an inexpensive CRM. It even has a free version to play around with. It is flexible in terms of how you want to configure it. It is well suited for areas like lead management or project management, but if you're looking for advanced features for reporting or opportunity management then it is a very average tool.

Shivam Bhatt

Business Operations Manager in Information Technology at ZS Associates (Management Consulting, 5001-10,000 employees)

Vetted Review

2 years of experience

View profile

Great software, more features, lower price

Rating: 9 out of 10

Incentivized

June 8, 2021

Use Cases and Deployment Scope

We, the entire team of AML/KYC use Insightly as our CRM and needless to say, it seems to be a gem of a software to use amongst the team members. The contacts, leads, and tasks are all available to be used; however, we use the contacts module only as the leads module is used by another team at my organisation.

Pros

Contact Management
Stages of Leads
Marketing Automation
Email Management

Cons

Lead routing
Workflow automation

Likelihood to Recommend

Of course. They have both CRM and Marketing modules. We use the CRM module only and it does make me believe that their app is well-suited for organisations / teams of different sizes, as the contact management and email management are the features which are most helpful for us in sending out emails whenever an AML case due date comes in.

Verified User

Analyst in Finance and Accounting (Financial Services company, 10,001+ employees)

Vetted Review

2 years of experience

Perfect CRM tool and the best online marketing solution

Rating: 10 out of 10

Incentivized

May 29, 2021

Use Cases and Deployment Scope

Insightly is being used in our company to manage our contacts and optimize communications with our customers. It also provides us with real-time information from multiple perspectives, which helps us increase our productivity and sales. We can automate the exporting of contacts, allowing us to create unique marketing and lead generation, offering a solution to virtually all of our sales problems.

Pros

It is a great CRM tool that is very intuitive and makes it easy to manage opportunities.
I like that it can clearly show activity on projects, schedule tasks, and effectively manage directory contacts.
I can automatically subscribe my leads to the email list through the web forms provided by Insightly.

Cons

They should add more variety of task and sales functions, which has to be at the forefront.
Although its price may seem a bit expensive, it is pretty affordable compared to other programs and much more for what it offers.

Likelihood to Recommend

Insightly is recommended to any company that wants to manage sales opportunities; it is much easier to use. It also has an excellent graphical interface. It is a reliable tool to keep the contact base organized and updated. It is one of the best CRMs on the market; it can create, launch and analyze numerous email marketing campaigns.

Michael Guth

CMO (Chief Marketing Officer) in Marketing at Spectrum Reach (Marketing & Advertising, 1001-5000 employees)

Vetted Review

2 years of experience

Maintains good CRM and helps grow business

Rating: 8 out of 10

Incentivized

December 1, 2020

Use Cases and Deployment Scope

It is really very useful for when you need a CRM solution with very moderate commercial applications. With this platform I can follow high-value accounts with the ability to have a constant follow-up and be able to effectively guarantee more future purchases by our clients and potential customers. I have been able to eliminate those spreadsheets that turned out to be a very confusing and heavy work. With Insightly I can have more detailed and complete information in a single work area, which could be more interesting and lucrative for the business environment.

Pros

With this platform I can get a clear vision of the sales that are made within the company.
It has an excellent project management tool that allows me to organize my clients and sort them by categories.
It has Gmail integration, thus being able to send emails and assign personalized tasks to people without the need for the platform
It adapts to work needs, covering user requirements since it is very easy to manage and track sales.

Cons

I only find the integration with the Google application practical, with other platforms it is a bit complex to understand.
The mobile version lacks many functions which are necessary to have a full port of this platform on the mobile.
Keep data in a public cloud, this can be a security risk. They should be able to give a tool where you can store the data privately and thus keep everything safe.

Likelihood to Recommend

It provides real-time updates on the campaigns and projects that are carried out within this platform. It is simple to use, but I recommend it for small projects because it lacks certain tools that would define it as a professional CRM tool.

Stella Olsson

Territory Sales Manager in Sales at Altria (Consumer Goods, 5001-10,000 employees)

Vetted Review

2 years of experience

View profile

Get some insight on Insightly!

Rating: 8 out of 10

Incentivized

January 17, 2020

Use Cases and Deployment Scope

Insightly is being used by our customer success and sales teams within the organization. The business problems that Insightly addresses, its that it allows us to have one holistic view of our entire sales pipeline and existing customers. With Insightly, our team members can easily transition deals and clients from the sale to post-sale.

Pros

Project Management allows us to organize tasks as a customer moves through the sales process.
Pipeline management, through Insightly, provides an easy way to score leads and distribute to reps.

Cons

Insightly, at times, can be very tough to maneuver internally.
Insightly crashes at times, or requires you to refresh certain pages after making edits.

Likelihood to Recommend

Insightly is perfect for an inbound and outbound sales and customer success team. With Insightly, we are able to incorporate all of our Sales Development Representatives, Solutions Consultants, Account Executives, and Launch Teams to work within the same dashboard accessing information at every stage of the sales cycle. This would be less appropriate for less robust sales teams that don't require as many touchpoints throughout the sales process.

Verified User

Account Manager in Sales (Computer Software company, 1001-5000 employees)

Vetted Review

1 year of experience

Business development associate uses Insightly to keep track of leads

Rating: 10 out of 10

Incentivized

December 13, 2019

Use Cases and Deployment Scope

As far as I know, my department was the only one to use Insightly. We used it as a CRM tool to keep track of our leads in business development (new accounts who might want access to our content to sell or make available on their digital media sites). It addressed the business problem of us having as many as 25 new accounts in the pipeline at any given time—helping us keep track of contact info, meeting notes, and where we were in the onboarding process.

Pros

Linking contact info to account info.
Allowing meeting notes to be stored in account pages.

Cons

I really disliked the word processing function in the meeting notes a part of the site. It was almost impossible to format spacing and bullet points, and it was even harder to copy/paste from Word. I usually would just upload my Word doc with notes to show up as an attachment, but that took longer to do and access later.
I didn't love the design of the site: I could have been easier to navigate and more sleek looking.

Likelihood to Recommend

It was pretty perfect for my department, where all we really needed to keep track of was account leads, contact info, and meeting notes. I would recommend it to anyone in a similar business development role. But if I needed to keep track of more, like sales data, I might want to use Salesforce or some other software.

Verified User

Account Manager in Sales (Publishing company, 1001-5000 employees)

Vetted Review

3 years of experience

Insightly is the next generation CRM

Rating: 8 out of 10

Incentivized

December 7, 2019

Use Cases and Deployment Scope

It is currently being used by one department as part of a proof of value. It is supposed to address issues around customer interactions and simplify our data consumption and distribution.

Pros

Lead management.
Ease of use -- it's intuitive.
Workflow management.

Cons

More standard reporting.
Data retrieval can be slow depending on the request.
No FedRamp.

Likelihood to Recommend

This is an ideal product for small to mid-size organizations. I would have concerns on large companies looking to replace SalesForce with this product. It is perfect for quick implementations for Proof of Value.

Verified User

Executive in Corporate (Government Administration company, 10,001+ employees)

Vetted Review

1 year of experience