Insightly CRM Reviews & Product Details - Page 5

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. Review collected by and hosted on G2.com.

Due to the high cost of the subscription-based service, not all companies can afford it. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

I geniunely do not have anything that I dislike about Insightly CRM. Review collected by and hosted on G2.com.

Versitility, automations, customer spport and ability to kep notes Review collected by and hosted on G2.com.

Takes a long time to set up and you need to dedicate a lot of time to it Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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... Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

There are excellent support people who offer creative and effective solutions when a function is not working as expected. Review collected by and hosted on G2.com.

With new updates, some functionality is affected. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.