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.
Used as a CRM in the company. Good choice for a small company starting out, as it is relatively easy to change and add fields, workflows, and data.
Pros
CRM
Lead management.
Opportunity Management
Cons
Project Management
Task delegation
Likelihood to Recommend
CRM for small companies starting out and that have someone with the knowledge to make modifications to suit the company. It requires a little bit of knowledge to make those changes.
VU
Verified User
Project Manager in Engineering (Renewables & Environment company, 11-50 employees)
We use Insightly in our organization on a daily basis: it is my home page & my default for when a new tab is open. I live and breathe Insightly. We are a solar company that has grown a lot during the past few years, and with that, the need to use a CRM with unlimited settings and integrations became extremely important. We use Insightly to manage projects, check the status of projects, and keep track of our KPIs. I love how easy it is to navigate, create reports and integrate with other software making our lives easier.
Pros
Organize projects.
Keep track of KPIs.
Integrate with other software.
Cons
Insightly App search bar.
More fields on the project page.
Transfer of data with pointers.
Likelihood to Recommend
Insightly is well suited for all types of companies since you can literally create anything you want - from a project report to a contact report - without losing any functionality. It helps us to keep track of thousands of projects at the same time and allows different employees to make changes for the same project simultaneously. Insightly also allows us to create "custom objects" pages that use pointers to point out information from the project into a more detailed page which can be beneficial for several teams.
VU
Verified User
Team Lead in Engineering (Environmental Services company, 501-1000 employees)
I use it to integrate with AutoCAD. Fields are input through the designer per job case basis. And AutoCAD will populate all the correct fields and the correct visibilities within that block. The business problems are minimal. We want to be about to use more than 500 fields per custom object.
Pros
Integration with other software.
Smooth customization per object.
The logic that can get pretty complicated runs well.
Cons
More room per custom object.
The ability to not have to use app connect for more complex design automation.
Likelihood to Recommend
The use of AutoCAD from Insightly is perfect for my use. This allows me to not have to use Excel and can have multiple projects open and populate multiple jobs at once. I honestly can't think of a scenario where it is less appropriate. I love the configurability of using code to be able to populate blocks with multiple visibilities using tables in dynamic blocks.
VU
Verified User
Engineer in Engineering (Design company, 501-1000 employees)
I keep track of bids our department submits for various construction projects. Insightly let's me input multiple bids for the same project with different scopes of work. It also allows me to change the status of any project right on the opportunities home page without having to actually open the opportunity itself.
Pros
Easily change the status of any project
Easily allows multiple bids for the same project but different scopes
The ease of setting up and finding previous opportunities so I don't have to hunt through other department's projects.
Cons
I honestly can't think of anything with regard to what I use it for.
Likelihood to Recommend
I can only speak to the projects that I use Insightly for: I can keep track of multiple scopes of work for the same construction project. It allows me to convert opportunities to projects easily. It also allows me to input deliverable dates and status changes easily. I love how I am able to easily see where each project is in the completion process.
We kept track of schools, administrators, and teachers' information, contacted them via email, and tracked the program we created through a sales CRM process with Insightly.
Pros
Search within Insightly was great. Drop a name or school or email template into the search bar and you'd typically surface the thing you wanted quickly.
Cons
You couldn't connect people to programs within a business well enough. It's like we needed one more level of abstraction. We had the schools and the "employees" and their roles, but then we could separate by program easily. We had to do all these manual sorts of list things, and it was a pain to keep track of things once we had hundreds of schools and a thousand people in there.
You can only send emails to 50 contacts. That was so annoying. I should be able to send an email to hundreds, and Insightly should handle the job and perhaps just time delay the send 50 people at a time or something. I would have to send the email to 50 people at a time, and it was so annoying to deal with. My number 1 reason for seeking comparative products.
Likelihood to Recommend
If the need was relatively simple use cases. Under 100 clients and such. Once it breaks into hundreds of people or companies to keep track of, I think Insightly breaks down quickly. But for the smaller verticals where a CRM solution is necessary, this works okay enough. But I'd probably also say "Maybe look at Hubspot".
VU
Verified User
Program Manager in Engineering (Education Management company, 11-50 employees)
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.
VU
Verified User
Analyst in Engineering (Health, Wellness and Fitness company, 10,001+ employees)
We had an excellent case of application with the license of Insightly enterprise managing a project that our company led in the Caribbean, specifically in Haiti, using Insightly allowed us to take better control of the progress of the project, allowing us to focus on the points of improvement, especially in the delivery times of results towards our client. In this project the Client, the supplier, and we as subcontractors and managers of the deployment interacted, so we needed to present convincing results in record time, with the use of this application we were able to achieve it.
What most impacted our client was the way we presented the project's metrics, so they could validate with the data in hand the expected progress.
Pros
It allows us to synchronize with common applications that we have been using frequently such as Gmail, Office 365, etc.
The way we present the progress of the project, in a very fresh and understandable way.
It allows us to manage delivery times, efficiently, so that we accelerate in cases where we see delays.
Offers a variety of ideas, to send reports that serve us internally to increase our productivity and motivate employees to achieve achievements.
Cons
There is an Insightly module which allows streamlining business processes. In the beginning, this module is usually a bit confusing, due to the way data are introduced and how they relate to data that we already have from our clients.
Initially, there is a relatively high start-up cost.
Likelihood to Recommend
One of the most appropriate scenarios is when we want to take the metrics of a project and present them constantly to a client to evaluate the performance of our work. Internally it also helps us to improve critical points.
Unsuitable scenarios would be when you do not acquire a professional license, you lose many functionalities, this would be a small disadvantage, so you have to always pay for the higher cost option.
This CRM software is currently used in the Engineering department, with Insightly we can categorize, if you have several types of products or services, you can configure categories by opportunities. It can also be used to write down the type of priority that you consider about an opportunity found, it can be added for the management of projects, files and tasks, it is really a very functional tool within the company.
Pros
It is software that allows better control and monitoring for project management.
It allows the centralization of internal and external contacts of the company, improving the communication channels with suppliers and customers for the quick access to information.
Through this software, a correct functional management of the company, tasks and processes is maintained.
Cons
The most versatile part of Insightly is that it starts with basic and simple features that can be expanded as you grow your needs within the company.
I would like this software to have a more dynamic interface when loading tasks and / or files.
That a sales management and support process is more practical to operate.
Likelihood to Recommend
In my personal opinion Insightly is perfectly suited for the following functions:
Contact management
Project management Business management Social CRM Mobile CRM
This program is really amazing, both in theory and practice is one of the best CRM in the market. The customer support is the best there is, and the contact management software is very broad and gives us the tools we need to keep track of our possible clients. Every time Insightly improves its tools and becomes increasingly easy to use.
Pros
It has an excellent sales process and an incredible marketing facility with customers.
The price is affordable enough for small companies to get the program.
It accommodates in the best way the growth curve of my small business.
There are many videos for new customers who are entering the software to have the ability and speed to catch up and not be left behind.
Cons
Sometimes it is not visually beautiful, it still needs to improve its appearance.
The free version does not provide all the tools or features that a paid version offers, so it is almost mandatory to buy the membership.
Likelihood to Recommend
This CRM is suitable for all sales processes of our company, we have been characterized by obtaining a growth curve broad enough to obtain our monthly objectives, it also has a great marketing facility which makes our potential customers feel more confident. With our work, the use of this program in all areas is quite appropriate.
