Insightly CRM Reviews & Product Details

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.

Insightly is very responsive. The search feature is amazing. I find the interface simple to navigate and when it's time to automate, insightly has powerful automation features. The CRM is user friendly enough to use daily. Review collected by and hosted on G2.com.

I find the price to be high. Also, in every price tear there are new features. All features should be represented with every price tears with limitations based on the price level you purchase. For example, products are only available with the top tier for $100 USD per month. With lower price tears this feature should be available perhaps with a limitation on total products able to list. Also, I wish I could change the orange look 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.

As an integration specialist and sales support team member for our company dedicated to helping non-profits raise money, I can confidently say that Insightly is a game-changer for our operations. Their CRM software seamlessly integrates with our existing tools, streamlining our workflow. Insightly's intuitive interface and robust features, such as customizable pipelines, customizable objects, and detailed reporting, empower us to focus more on nurturing client relationships with precision and efficiency. The ability to automate tasks and workflows has significantly boosted our productivity, allowing us to focus more on delivering impactful fundraising solutions. Insightly has truly become an indispensable tool in our mission to support non-profits, offering reliability and scalability that align perfectly with our organizational goals. What TRULY sets Insightly apart is the exceptional support we receive from our Customer Success Manager. His deep understanding of our unique needs as a business has been invaluable and he goes above and beyond to ensure that we maximize our use of Insightly, providing personalized guidance, training sessions, and prompt responses to any questions or challenges we encounter. Review collected by and hosted on G2.com.

While reflecting on my experience with Insightly, I find little to dislike about the platform. It meets our needs exceptionally well, and any minor issues we encountered were promptly addressed by their responsive support team. Review collected by and hosted on G2.com.

The platform does have some useful contact management features, Review collected by and hosted on G2.com.

We implemented Insightly CRM, hoping it would streamline our contact management needs. However, we found that it is very sales-driven, with most features centered around sales pipelines, leads, and opportunity tracking. As an organization that does not sell anything but primarily uses a CRM to compile, organize, and manage contact data, we found that these sales-focused features added unnecessary complexity and clutter to our workflow. Review collected by and hosted on G2.com.

Integration Capabilities

Insightly offers a wide range of third-party integrations with popular tools like QuickBooks, Slack, Mailchimp, and Microsoft Teams, making it easier for businesses to sync data across multiple platforms. Additionally, its API allows for custom integrations, which is ideal for companies looking to further expand its functionality.

The platform also integrates with marketing automation tools, such as Insightly Marketing, allowing users to manage campaigns, track leads, and nurture customer relationships without switching between different systems. Review collected by and hosted on G2.com.

Some users may find the learning curve slightly steeper when it comes to mastering the platform’s more advanced features. But once familiar with its functionality, teams can take full advantage of the range of tools Insightly offers. Review collected by and hosted on G2.com.

It is an excellent tool for archiving customers’ information, potential leads, and opportunities, as well as tracking sales related processes. It is easy to master and very flexible in utility, which has helped it fit smoothly into the usage patterns of our entire sales team. Review collected by and hosted on G2.com.

There is the inconvenience of forming reports with certain statistical values or settings. This denies analytical access to other important areas of our business including product lines, geography and sales persons themselves. Review collected by and hosted on G2.com.