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Insightly Service Reviews & Product Details

Tiana Marie D.
TD
C
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Insightly Service?

Insightly is great with organizing communications with clients and updating notes on the clients Review collected by and hosted on G2.com.

What do you dislike about Insightly Service?

For all of my projects it doesnt give a view of how many they are all named but i would like if ther is numbers by them without having to manually count. Review collected by and hosted on G2.com.

What problems is Insightly Service solving and how is that benefiting you?

when adding on new items to my projects insightly reps help navigates this with ease. Review collected by and hosted on G2.com.

Insightly Service Overview

What is Insightly Service?

Insightly Service is the newest addition to the Insightly unified suite of customer relationship management applications. It’s a service and support application that’s built natively within Insightly, connecting seamlessly with all the applications you use today to run your business. What does that mean to you? Mission-critical customer data is available to all your teams, in real time, empowering them to have more relevant conversations that drive customer satisfaction and success.

Insightly Service Details
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Seller Details
Seller
Insightly
Year Founded
2012
HQ Location
San Francisco, CA
Twitter
@insightly
6,711 Twitter followers
LinkedIn® Page
www.linkedin.com
102 employees on LinkedIn®
Description

Insightly, the new breed of CRM, helps modern businesses of all sizes build lifelong customer relationships and grow faster than ever before. Insightly's out of the box capabilities allow you to tailor each user's experience for every customer facing role. It is easy to use, easy to set up, highly customizable to your industry, and offers fast time to value at a low total cost of ownership. Join more than 1.5M Insightly users who are already building better customer relationships. Founded in
009 and based in San Francisco, Insightly is backed by $38 million in funding over three rounds from leading venture capital firms: Emergence Capital Partners, Cloud Apps Capital Partners, Scott Bommer and Sozo Ventures.


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Recent Insightly Service Reviews

Kathy M.
KM
Kathy M.Small-Business (50 or fewer emp.)
5.0 out of 5
"Insightly is more than Customer Service"
The best thing we have found about using Insightly is the ability to remind us when to re-connect with our clients. We have found this so beneficia...
janus a.
JA
janus a.Small-Business (50 or fewer emp.)
4.5 out of 5
"Insightly Review"
The tool is user friendly. It's also easy to understand and use.
Viswajit N.
VN
Viswajit N.Enterprise (> 1000 emp.)
4.5 out of 5
"product review of insightly service"
User-Friendly Interface. Integration Options Project Management. Customization Mobile Accessibility.
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0 people requested security information

Insightly Service Media

Insightly Service Demo - Insightly Service Dashboard
Customizable dashboard cards and reports make it easy to track performance against KPIs in real time.
Insightly Service Demo - Creating a ticket
Close tickets and share mission-critical information across your organization faster than ever.
Answer a few questions to help the Insightly Service community
Have you used Insightly Service before?
Yes

12 out of 13 Total Reviews for Insightly Service

4.7 out of 5
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Insightly Service Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
G2 reviews are authentic and verified.
Kathy M.
KM
Client and Community Liaison
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Insightly Service?

The best thing we have found about using Insightly is the ability to remind us when to re-connect with our clients. We have found this so beneficial for our follow-up program. I have to mention the wonderful customer support we recieve from Insightly. Anytime we need to figure out an issue all we have to do is contact them. They have set up trainings, responded quickly and assisted with any questions. Review collected by and hosted on G2.com.

What do you dislike about Insightly Service?

The downside of using Insightly is learning ALL of the things it can do! There are so many features that we have not mastered all the possibilities. Review collected by and hosted on G2.com.

What problems is Insightly Service solving and how is that benefiting you?

Insightly has helped us with follow up with our clients who have left residential subtance abuse treatment. We are able to keep a continuous contact schedule to keep them 'connected' and remain in recovery. We are able to keep all the pertainent information on them we need, keep all contact notes, keep track of them in the 'pipeline' towards the goal of a year in sobriety. Review collected by and hosted on G2.com.

janus a.
JA
Virtual Assistant
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Insightly Service?

The tool is user friendly. It's also easy to understand and use. Review collected by and hosted on G2.com.

What do you dislike about Insightly Service?

Probably the customer service? Maybe it was just bad timing on my part. Review collected by and hosted on G2.com.

What problems is Insightly Service solving and how is that benefiting you?

Mostly helpdesk and automation. We also use it for lead generation. Review collected by and hosted on G2.com.

Manan S.
MS
Business Analyst
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Insightly Service?

In this insightly are combines CRM and project management functionalties in one platform.This will help for our business that want to streamline their proccesses and have a centralized system for managing customers relationships.It often orders of customization options,allows businesses to the software to their specific needs. Review collected by and hosted on G2.com.

What do you dislike about Insightly Service?

This software interface updates can sometimes lead to confussion to relearn certain aspects of the platform.While it will give us mobile app then we found that app's functionality is not robust as the desktop version. Review collected by and hosted on G2.com.

What problems is Insightly Service solving and how is that benefiting you?

Sometimes we often struggle with maintaining accurate and organised customer data while insightly's CRM capabilites will allow us to centralize and manage customer information,cummunications history helping our business stornger relationships.When we create some reports manually than isightly reporting and analytics features enable us to generate data-driven insights and reports. Review collected by and hosted on G2.com.

Aayush S.
AS
Video Editor
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Insightly Service?

In a project planning and soliciting clients straightforwardly, we can track the relationship between clients and customers. Review collected by and hosted on G2.com.

What do you dislike about Insightly Service?

I have an issue with the data and security because two-factor verification is not available after the enterprise level, Enough of a reason on its own to seek alternatives. Review collected by and hosted on G2.com.

What problems is Insightly Service solving and how is that benefiting you?

It helps with building customer relations, In my company few clients are using CRM patterns so they told us to implement CRM in our client servicing team. Review collected by and hosted on G2.com.

Joanna L.
JL
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Insightly Service?

Insightly SService'suser-friendly interface, integrated CRM and project management, and efficient automation stand out as valuable features. User-friendly design. Review collected by and hosted on G2.com.

What do you dislike about Insightly Service?

Some users have found the extensive features and customization options of Insightly overwhelming, while others have desired more advanced functionalities and integrations. Review collected by and hosted on G2.com.

What problems is Insightly Service solving and how is that benefiting you?

Insightly Service aims to address challenges related to efficient customer relationship management and project management by providing a unified platform for organizing contacts, sales processes, tasks, and projects, resulting in streamlined workflows, improved communication tracking, and enhanced collaboration, which can lead to increased productivity and better customer relationships. Review collected by and hosted on G2.com.

Viswajit N.
VN
Senior Data Engineer
Enterprise(> 1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Insightly Service?

User-Friendly Interface.

Integration Options

Project Management.

Customization

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

What do you dislike about Insightly Service?

Limited Advanced Features.

Scalability Challenges.

Customer Support.

Learning Curve for Advanced Features. Review collected by and hosted on G2.com.

What problems is Insightly Service solving and how is that benefiting you?

It offers a variety of integrations with popular third-party applications such as Google Apps, Microsoft Office, and social media platforms, enhancing its versatility. Review collected by and hosted on G2.com.

Abhishek A.
AA
Credit Risk Analyst
Enterprise(> 1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Insightly Service?

Solve customer challenges and solve tickets faster in a glance. Review collected by and hosted on G2.com.

What do you dislike about Insightly Service?

Nothing as much. No so much in dislike but the liking features are more. Review collected by and hosted on G2.com.

What problems is Insightly Service solving and how is that benefiting you?

Customer satisfaction problem was the big issue in our premises which is being solved by the Insightly service very well. Review collected by and hosted on G2.com.

Sirmena A.
SA
Regional Sales Manager - UK&I, Middle East & Africa - Inside Sales
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Insightly Service?

Easy to use and simple. Great interface, makes it efficient and seamless Review collected by and hosted on G2.com.

What do you dislike about Insightly Service?

There are times that it takes a while to load which can be frustrating Review collected by and hosted on G2.com.

What problems is Insightly Service solving and how is that benefiting you?

Being able to raise queries and problems quickly and efficiently Review collected by and hosted on G2.com.

Vinod K.
VK
Technical Specialist
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Insightly Service?

Crm used to keep customer data in one place . Sales team can establish strong relationship and also manager can monitor employees work Review collected by and hosted on G2.com.

What do you dislike about Insightly Service?

Nothings specific i like the product to the core Review collected by and hosted on G2.com.

What problems is Insightly Service solving and how is that benefiting you?

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

Verified User in Information Technology and Services
UI
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Insightly Service?

CRM & Project Management Combined in One

User-Friendly Interface

Great Integration Capabilities Review collected by and hosted on G2.com.

What do you dislike about Insightly Service?

Higher Learning Curve due to extensiveness.

Reporting Customizations

Pricing Structure can be better Review collected by and hosted on G2.com.

What problems is Insightly Service solving and how is that benefiting you?

It helps in streamlining project management with better customer information, thanks to its CRM. This helps in enhancing communication. With its integration features, it helps in seamless data transfer between other softwares and tools. It has has good security features. Review collected by and hosted on G2.com.