App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Insightly vs Method CRM Comparison

Add to Compare

Compare similar apps

Bitrix24 logo

Bitrix24

4.1

Freshdesk logo

Freshdesk

4.5

ClickUp logo

ClickUp

4.7

Salesforce Sales Cloud logo

Salesforce Sales Cloud

4.4

HoneyBook logo

HoneyBook

4.8

NetSuite logo

NetSuite

4.1

Good recommendations?

Overview

Grow your business faster than ever before by building stronger customer relationships, managing sales opportunities and...

Category Leaders

Method:CRM is the #1 rated CRM for QuickBooks users! Our powerful, two-way QuickBooks sync makes sure you always have the...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

No videos yet

Pricing

Starting from

29

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

25

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.0

578

5

4

3

2

1

209

238

86

17

28

  • Value for money
  • Ease of use
  • Features
  • Customer support
89%
would recommend this app

4.2

94

5

4

3

2

1

56

19

8

2

9

  • Value for money
  • Ease of use
  • Features
  • Customer support
79%
would recommend this app

Pros

Insightly CRM is a great option to consider, it has all the needed features like dashboard, process workflow, lead management, opportunities , converting opportunities to project, etc.
I love the to-do list and the fact that it makes it so much easier in business to keep everyone on the same page. I also love the ease of use of this CRM.
Pricing and features vary widely with what you're willing to pay which is fair and great frankly. There's even a free plan that gives you a sneak peak into the great features.

Pros

I liked the low cost and the clean interface that all looked much nicer than what we had been using. I really liked how tightly it could integrate with QuickBooks Online which saved us a lot of time.
Overall, very user friendly with very high quality customer service that is swift to respond to questions via chat or over the phone.
I recommend if you get this program that you have a team that is similar to a programmer on the backend to help set up uniqie to your desires.

Cons

API changes caused fatal errors in several of our integrations over the course of our time with Insightly. User interface was never the prettiest.
If we were paying more I would be really dissatisfied. Oh and they are just appalling at sharing their product roadmap.
There are community threads with problems that are unresolved from 3-4 years ago. Support is non existent and the staff are clueless about their own product.

Cons

When I encountered a problem (I have a "tech curse".), she tested and found it occurred for her too. Then she used a different contact to troubleshoot, and the problem did not occur.
But then I tried to use it and have been incredibly frustrated and extremely disappointed with the user support (or lack there of).
Worse CRM on the market. We chose it because it was Canadian and its supposed to sync with our system quickbooks.
  • Vendor responds to reviews
  • Last review22 days ago
  • Vendor responds to reviews
  • Last review2 months ago

Key features

  • Total features126
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Assignment Management
  • Batch Processing
  • Budget Management
  • Business Card/Badge Scanning
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Campaign Management
  • Cataloging/Categorization
  • Client Management
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customer Engagement
  • Customer History
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Document Management
  • Document Storage
  • Drag & Drop
  • Dynamic Modeling
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Event Triggered Actions
  • Expense Tracking
  • Field Sales Management
  • File Management
  • File Sharing
  • For Financial Institutions
  • For Insurance Industry
  • For Mac Devices
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Gantt/Timeline View
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Interaction Tracking
  • Internal Chat Integration
  • Kanban Board
  • Knowledge Management
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation
  • Mobile Access
  • Modeling & Simulation
  • Multi-Currency
  • Opportunity Management
  • Percent-Complete Tracking
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Prioritization
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Tracking
  • Project Workflow
  • Proposal Generation
  • Prospecting Tools
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Recurring Tasks
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Role-Based Permissions
  • Routing
  • Rules-Based Workflow
  • Sales Activity Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Single Sign On
  • Social Media Integration
  • Source Tracking
  • Statistical Analysis
  • Status Tracking
  • Support Ticket Management
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Third Party Integrations
  • To-Do List
  • Visual Analytics
  • Web Forms
  • Web-based Deployment
  • Workflow Management
  • Total features86
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Assignment Management
  • Batch Processing
  • Budget Management
  • Business Card/Badge Scanning
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Campaign Management
  • Cataloging/Categorization
  • Client Management
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customer Engagement
  • Customer History
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Document Management
  • Document Storage
  • Drag & Drop
  • Dynamic Modeling
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Event Triggered Actions
  • Expense Tracking
  • Field Sales Management
  • File Management
  • File Sharing
  • For Financial Institutions
  • For Insurance Industry
  • For Mac Devices
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Gantt/Timeline View
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Interaction Tracking
  • Internal Chat Integration
  • Kanban Board
  • Knowledge Management
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation
  • Mobile Access
  • Modeling & Simulation
  • Multi-Currency
  • Opportunity Management
  • Percent-Complete Tracking
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Prioritization
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Tracking
  • Project Workflow
  • Proposal Generation
  • Prospecting Tools
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Recurring Tasks
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Role-Based Permissions
  • Routing
  • Rules-Based Workflow
  • Sales Activity Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Single Sign On
  • Social Media Integration
  • Source Tracking
  • Statistical Analysis
  • Status Tracking
  • Support Ticket Management
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Third Party Integrations
  • To-Do List
  • Visual Analytics
  • Web Forms
  • Web-based Deployment
  • Workflow Management

Integrations

  • Total integrations261
  • Constant Contact
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Meta for Business
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • WordPress
  • Xero
  • Zapier
  • Zendesk Suite
  • Total integrations16
  • Constant Contact
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Mailchimp
  • Meta for Business
  • Microsoft Outlook
  • PayPal
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twitter
  • WordPress
  • Xero
  • Zapier
  • Zendesk Suite

User reviews that mention these apps

AR
AvatarImg

Verified reviewer

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Insightly logo

Insightly

CRM Gold

Reviewed 5 years ago
Pros

Visually, this is a really great app. I liked that there was a really good way to keep track of a sales flow

Cons

lacks many features I found needed in other programs like Salesforce, prosper works CRM or Zoho CRM.

AR
AvatarImg

Verified reviewer

Information Technology and Services, 1-10 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

Share this review:

Insightly logo

Insightly

Good, but not great.

Reviewed 5 years ago
Pros

Insightly was the first CRM I have ever used. It's is very simple to use and takes a few minutes to understand how it works, even for a unexperienced user.

Cons

Insightly lacks many features I found needed. The CRM is a bit slow, and can't be tweaked into a personal tailor-made CRM.

AR
AvatarImg

Verified reviewer

Computer Software, 11-50 employees

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Insightly logo

Insightly

Insightly CRM

Reviewed 4 years ago
Pros

It is an awesome method of maintaining the Vendors database. It can also be searched very easily.

Cons

We cannot save large number of contacts like more than 100

HD
AvatarImg

Harley D.

Construction, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Insightly logo

Insightly

Excellent CRM for small Business

Reviewed 3 years ago

I use this as my personal CRM, so if a customizeable CRM is not required this is certainly an option

Pros

Extremely inexpensive software for small business with good bulk mailing features and document storage.

Cons

Customizing is limited and navigation sometimes a little clumsy and non intuitive, I wish it contained a split screen for some of the functions.

CR
AvatarImg

Carlos R.

Design, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

Share this review:

Insightly logo

Insightly

For it's cost its good, but there are better options on the market

Reviewed 2 years ago

Good for introducing into a crm

Pros

Easy and low price. For it's cost its good, but there are better options on the market

Cons

there are not much options to integrate it with third party apps

AvatarImg
AvatarImg

Brian B.

Marketing and Advertising, self-employed

Used monthly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Insightly logo

Insightly

Extremely Good Software for Single-Member LLCs/Solo Business Owners

Reviewed 4 years ago

Overall, I'd really recommend considering Insightly. It has made a significant difference in my small business and has certainly kept me more organized. As my company grows, Insightly grows with me--and that's something I really value in a software solution.

Pros

Insightly does everything I need a CRM to do without paying a single dollar. For a solo business owner like me, that's huge. It lets me keep track of my customers and prospects without limiting functionality or putting up a pay wall. It's also worth noting that I originally chose Insightly because it integrates with a lot of other software I currently use or plan to use in the future.

Cons

If you haven't used a CRM system before, it can be a little confusing to use. I imagine Insightly will be a first CRM system for many entrepreneurs/freelancers, so just be aware of that.

BM
AvatarImg

Bruno M.

Insurance, 51-200 employees

Used other for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend4/10

Share this review:

Insightly logo

Insightly

Lack of insurance for a insurance BMS

Reviewed 5 years ago

It is a CRM with some insurance knowledge.

Pros

Easy to use, the user interface allow to see the client easily Web based allow you to work from anywhere.

Cons

The insurance part need more features, No CSIO download, No automated edocs filling. the policies are not managed as policies.

JL
AvatarImg

Jaysen L.

Higher Education, 501-1,000 employees

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Insightly logo

Insightly

Great easy to use CRM

Reviewed 4 months ago

Overall the company is very responsive to suggestions and fast with technical support. The price is better than some other larger CRM platforms out there. For a small to medium sized organization this enables you to focus on your business and not on tons of technical resources to support.

Pros

Unlike some CRM platforms that require robust training or certifications to customize to meet your business needs, Insightly is very easy to use platform. Implementation is a breeze with customer success managers who dive in to help understand your business and how the platform can be leveraged.

Cons

They are a great company to work with for your CRM and business needs.

MM
AvatarImg

Monique M.

Real Estate, self-employed

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

Share this review:

Insightly logo

Insightly

Excellent program with the flexibility to personalize your settings.

Reviewed 5 years ago

Having the CRM & Transaction management together is wonderful!

Pros

CRM & transaction management in one program, integrates well with gmail, ability to customize, email task reminders, mobile app

Cons

Since the new upgrades were released, they have nested information together rather than having a separate button for notes, tasks, files etc. It's cumbersome to get to Notes & they are automatically sorted oldest first so I'm always having to resort them to get to the most recent. Tasks are jumbles in with emails instead of having each separate. Frustrating!

AvatarImg
AvatarImg

Josh T.

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Insightly logo

Insightly

Great All in One CRM with Decent Project Management

Reviewed 5 years ago
Pros

I liked the fact that it went beyond just a CRM. Many companies need project management and something that is integrated into the CRM helps a ton.

Cons

There were some nonintuitive ways of connecting organizations and people and opportunities but overall it wasn't too difficult to learn.

DR
AvatarImg

David R.

Management Consulting,

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend4/10

Share this review:

Insightly logo

Insightly

It's a good product but needs a lot of work!

Reviewed 7 years ago
Pros

CRM and project management rolled into one is great!

Cons

Features are extremely lacking. Can't print ANYTHING. Upon requesting the feature, was told to just copy and paste data into word and print from there. :( :(

DC
AvatarImg

Dan C.

Marketing and Advertising,

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend1/10

Share this review:

Insightly logo

Insightly

Disappointed and bad customer service

Reviewed 7 years ago
Pros

Some nice features for CRM good integration with calendars

Cons

The email system is really poor with no hard integration just a forwarding system that doesn't really cut the mustard. Followed up to get a refund/cancel my subscription and they haven't offered claiming I paid but didn't select the trial option. So i got charged instantly with even having a trial which seems a very odd way to go about things in my opinion!

KA
AvatarImg

Karla A.

Computer Software, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

Share this review:

Insightly logo

Insightly

Brand New User

Reviewed 4 years ago

We solved the problem of moving from working on an in-house built CRM combined with spreadsheets to a more dynamic, one-stop shop CRM that combines tasks and opportunities.

Pros

Key for us was the ability to tag. I looked at many CRMs and talked to sales reps as well and the tagging system in ZD for our purposes made this the best choice.

Cons

We've noticed that it does not automatically refresh notes entered which may just be a first world problem but is frustrating when working on a team. It would also be great to keep all notes in all areas, orgs, tasks, and opportunities, instead of confining the notes to the individual portal.

AR
AvatarImg

Verified reviewer

Computer Software, 51-200 employees

Used weekly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Insightly logo

Insightly

Solid entry level and SMB product.

Reviewed 5 years ago

Value for money and affordable. Intuitive and easy to use. Free trial and then good packages for the size of organization we are.

Pros

Has all the basic CRM functionality you need in a growing startup, opportunities, contacts. Intuitive and easy to use for a CRM. Great for tracking of Sales and Business Development Pipeline.

Cons

If you want really complex things, or are a really large organization, the software becomes a little clunky to use, reporting gets a bit tricky.

CR
AvatarImg

Colleen R.

Pharmaceuticals, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend3/10

Share this review:

Insightly logo

Insightly

Okay for the basics

Reviewed 3 months ago
Pros

Its a very basic CRM to keep track of information

Cons

The search feature is unbearable to use. There is limited capabilities for working with multilocation groups. Lead management is difficult because its hard to stay organized in insightly compared to Salesforce

SA
AvatarImg

Scott A.

Mining & Metals, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Insightly logo

Insightly

Excellent CRm for the money

Reviewed 6 years ago

The ability to access my entire CRM through my smart phone.

Pros

Mobile capability is excellent. Great value for the money. Wonderful ability to track projects and open opportunities. And produce reports.

Cons

Mobile app lags a bit. Also the interaction with the Phone application on the iPhone could function smoother. You have to push three different buttons in order to make a phone call through the application.

ER
AvatarImg

Elle R.

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

Share this review:

Insightly logo

Insightly

Good CRM

Reviewed 5 years ago
Pros

Easy to use, set up, manage. Basic CRM tool that so far works well. Helps manage prospects and opportunities.

Cons

Reporting could use improvements. Seems expensive compared to other CRM tools. Mobile app also tends to crash.

AvatarImg
AvatarImg

Stavros L.

Computer Software, 51-200 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

Insightly logo

Insightly

Efficient but nothing really innovative

Reviewed 4 years ago
Pros

It's fast and covers all basic functions of a CRM system

Cons

I din't find anything really innovative that could differentiate this product

ZC
AvatarImg

Zach C.

Real Estate, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend3/10

Share this review:

Insightly logo

Insightly

All of the basic functionality of a CRM, but feels outdated

Reviewed 2 years ago

From our experience within our company, it is a sufficient CRM, but in all honesty, after switching to Hubspot CRM, I realized that Insightly was missing a lot of other useful features.

Pros

It was a good starter CRM for our small company to get us more organized and move from an excel spreadsheet into a more feature-rich platform. It has the basic functionality of what you would expect from a CRM platform nowadays, with automatic email logging, contact management, as well as an integration with Quickbooks.

Cons

I felt like we outgrew it quickly. We were only on the free plan, but with the features that we used, and after analyzing the cost of upgrading versus the competitors, we couldn't justify the additional cost of upgrading Insightly.

KH
AvatarImg

Kevin H.

Management Consulting, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

Insightly logo

Insightly

Great Potential, Lack of Foresight

Reviewed 6 years ago

In general, the product is easy to learn and use. It has the potential to be great with just a few changes, but the programmers don't see the possibilities.

Pros

Great cost. Fairly powerful CRM system and reasonably intuitive to use.

Cons

Whenever you push events from your Google calendar to Insightly, the Insightly calendar makes it private with no display of time, so nobody else can see it. It just disappears for everyone else. Likewise, any event you put on Insightly marked private doesn't show on the calendar as busy. It just disappears for everyone else. So, this bug makes the calendar essentially useless for showing team member...

AvatarImg
AvatarImg

Tobias d.

Internet, 11-50 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

Share this review:

Insightly logo

Insightly

Price is great, UX/UI not so much.

Reviewed 3 years ago

The CRM tool does what's required, but the UX/UI isn't intuitive to me. It happens too often that I need to click too many buttons to get done what I wanted.

Pros

Compared to other tools out there it's priced very reasonably. The graphical design (colours etc). are nice.

Cons

The User Experience/User Interface. It doesn't work as intuitive as other CRM systems I've experienced so far.

Vendor response

Hi Tobias. Thanks so much for your feedback. We'll use it to further improve our products and services. We hope you're also using our Resource Center to get answers to your questions/concerns and pick up tips on how to make the most out of our products and services. As always, thank you for being our customer.

AvatarImg
AvatarImg

Jamie L.

Human Resources, 11-50 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Insightly logo

Insightly

Love your CRM

Reviewed 8 years ago

Looking for a SIMPLE CRM to implement for your business - check out Insightly.

Pros

Ease of Use – Insightly is super easy to implement and use. You can start with an easy sales process and implement within hours. It is also great to use a virtual files with all it’s great integration. It is easy to use for projects, HR and vendor management as well as sales. Integration – Insightly has awesome integration with Google For Work and O365! Then you can integrate with Google Drive, Drop Box, Box.com, O365 documents, Evernote and QuickBooks Online. The integration with the document applications is great because users who don’t need licenses to Insightly can still see those documents. Functionality – Because it’s easy to use it has great functionality. Leads transition to opportunities which transition to projects so that all information comes over.

Cons

It could use better reporting. I expect to see improvements in reporting soon.

AvatarImg
AvatarImg

Gabriel S.

Management Consulting, 1-10 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Insightly logo

Insightly

A great entry level option

Reviewed 7 years ago

May not be as full featured as the bigger CRM's, but that's not the point. Great for use in a small business with a couple employees. It can provide a good solution to keeping all the data and info in a single place, and is pretty quick to get up and running.

Pros

- Hooks up to Zapier which means you can connect it to or have it do just about anything else - Plenty of features to get started - Easy enough to use

Cons

- Potentially cluttered or confusing for some first time CRM users - Can be convoluted in it's UX and use logic

JT
AvatarImg

John T.

Information Technology and Services, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

Share this review:

Insightly logo

Insightly

CRM software that promises ease of use, but just can't seem to deliver

Reviewed 5 years ago

Insightly's CRM software has been essential for our sales reporting and tracking requirements.

Pros

The dashboard interface is convenient and graphically easy to navigate, and it is an attractive interface. Some of the sections are simple and understandable by anyone first using the software.

Cons

It is difficult to generate reports unless those reports have been pre-configured. To generate a new report requires a substantial amount of input in fields which are not easy to understand. Though the dashboard is easy to understand and navigate, many of the other opening pages are not. And it offers some very confusing pop-ups, such as in "Projects" it asks you to "Check out the Kanban view for projects"...

SK
AvatarImg

Sunil K.

Consumer Goods, self-employed

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

Share this review:

Insightly logo

Insightly

Free is ok but comes with a price

Reviewed 3 years ago
Pros

This is free CRM for any small business or startup strapped with budgetary constraints.

Cons

However, the ease of using it and integration is cumbersome.

AvatarImg
AvatarImg

Rich S.

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Method CRM logo

Method CRM

Under promised and OVER delivered!!!

Reviewed 5 years ago

We chose Method:CRM because of it's awesome integration with Quickbooks! We have been pleasantly surprised by the amazing training we have received from our success coach Phuong Phan. Not only is she extremely knowledgeable but we enjoy her kind personality. Her style has made it easier for use to glean the information and apply what we learn to our business. GIVE PHUONG a raise!!!

Pros

We chose Method:CRM because of it's awesome integration with Quickbooks! We have been pleasantly surprised by the amazing training we have received from our success coach Phuong Phan. Not only is she extremely knowledgeable but we enjoy her kind personality. Her style has made it easier for use to glean the information and apply what we learn to our business. GIVE PHUONG a raise!!!!

Cons

No current integration with Voice over IP phone systems!. We think it would be awesome to be able to click and dial directly the customer from inside Method:CRM. (FYI: SalesForce and Insightly CRM has this option right now.) Please STRONGLY consider this. It would save us a lot of prospecting time! Thank you!