Insightly CRM Reviews & Product Details

The flexibility in being able to create your own custom fields, reports, templates, and dashboards. Very easy to use, after initial set up. Customer support has been excellent. Brian Revak has been our Customer Success Manager, and has been so helpful throughout the whole experience. Review collected by and hosted on G2.com.

Unable to merge data for 2 different Objects, but this can be worked around by creating custom fields within the relevant Object. Review collected by and hosted on G2.com.

Insightly is so easy to use. We group potential customers in opportunities where you can view them all and make visible notes without having to click into each organisation, this way you can see who has bought and who hasn't. Getting set up is easy and depending on which subscription you've chosen, you may also have a number of meetings with your Insightly rep where you can discuss how to get the most from the product. We have been able to integrate Insightly with our website so that whenever anyone reaches out, they are added to the CRM. Review collected by and hosted on G2.com.

Being able to email from the CRM is great, however you can only email 50 at one time. Review collected by and hosted on G2.com.

I have used Salesforce it had some more robust features. The one that stuck out so much to me was tha capabilites with merge variables and automations. I think the Workato (app connect) feature) aims to solve this and it does a good job. I think my absolute favorite part has been the customer service. Our reps from Insightly have been absolutely invaluable. Brian Revak is our rep and has left no question unanswered for our team and has helped me with resources like time with engineers to solve problems. Review collected by and hosted on G2.com.

I think that Insightly is a little confusing to get started with compared to Salesforce. There is a higher barrier of entry that in my opinion neccesitates having a success rep help you. I am not sure if that is ideal to require your product have a guide that I still use weekly 6+ months into working in the platform. I could also be stupid? Jury is out on that one but I do think the barrier for entry is high. I also believe the AppConnect project to be very difficult to get your arms around and use. Again, could be my problem but I have had an engineer join in and it took us 2ish hours to get an automation together to just make leads from Calendly enter automatically and not duplicate when a follow up Calendly is created. This is something that should be far easier in my opinion. I hope I see your team leverage Ai in this department because given Workato runs on logic AI would likely be able to create recipes for people, test them and make adjustments based on feedback given on failures until it works correctly. Review collected by and hosted on G2.com.

As our organization grows and changes we need to shift how we use our CRM. We love being able to add custom fields. The integrations are many. Collection of contact info from Outlook saves a lot of manual data entry. Exporting and importing data for use in other platforms, and/or reporting to pare down what is there for those on the team without access to the CRM. Review collected by and hosted on G2.com.

It's an investment for a small organization, but it's been worth it for us. Some of the integrations add extra cost. Review collected by and hosted on G2.com.

I like how easy you can upload documnets and get proposals made from one place. Review collected by and hosted on G2.com.

Nothing I use it 1000 times a day and ill never switch. It does glitch here and there but for the cost who cares. Review collected by and hosted on G2.com.

Insightly has completely transformed how we manage our projects. The interface is intuitive, the features are exactly what we need, and it keeps our team organized and on track. Review collected by and hosted on G2.com.

More integration options would be great. Review collected by and hosted on G2.com.

Very easy to use and lots of options for customization for specific uses. Review collected by and hosted on G2.com.

Took a couple months to learn and setup systems to make the CRM useful. Review collected by and hosted on G2.com.

Insightly is easy to use and highly customisable. We've created a number of custom objects and custom fields within those to manage everything from donations to shop orders to event registrations. Integrations with Facebook, Shopify and our CMS were easy to set up and manage. Customer service and techinncal support has also been excellent. Review collected by and hosted on G2.com.

As with all CRMS there are minor things I'd like to change, but nothing significant. Having USA-based support can sometimes cause delays. Review collected by and hosted on G2.com.

How easy it is to track all of my projects and update tasks and notes while working on them. It is very easy to link emails to Insightly so everything can be tracked in the project. Review collected by and hosted on G2.com.

When searching for a project name, sometimes you will click on the sales portion of the project by accident as the search gives yoy everything related to what you are searching for. Review collected by and hosted on G2.com.

I love the ease with which a developer can work with Insightly tool and it really helps me in configuring my reports whcih I need to generate. It also allwed me to integrate Insightly with external sysytem using its AppConnect feature Review collected by and hosted on G2.com.

The documentation is overwhelming and scattered across - not the API side of things but in general in terms of support documentation, which I believe could be improved and could be brought more focussed Review collected by and hosted on G2.com.