Insightly Features

Insightly

CRM for lifelong customer relationships.

3.93/5 (490 reviews)

Insightly Feature Summary

  • Alerts
  • Automatic address book
  • Automatic lead distribution
  • Automatic notifications
  • Automatic reminders
  • CRM
  • Calendar management
  • Client management
  • Collaboration
  • Contact Database
  • Contact management
  • Custom charts
  • Custom fields (per record type)
  • Custom objects/apps
  • Customizable branding
  • Customizable fields
  • Customizable reporting
  • Customizable templates
  • Dashboard
  • Data filtering
  • Document storage
  • Duplicate detection
  • Email notifications
  • Email templates
  • Email tracking
  • Event triggered actions
  • File management
  • File sharing
  • Filtered views
  • Lead assignment
  • Lead capture
  • Lead distribution
  • Lead management
  • Linking to provide 'influence' view for sales & service
  • Multi-currency
  • Native iOS & Android mobile apps
  • Permission management
  • Powerful Google & Microsoft calendar integration
  • Project management
  • Project tracking
  • Quote generation
  • Recurring tasks
  • Reporting & statistics
  • Sales reporting
  • Sales tracking
  • Scheduled reporting
  • Search functionality
  • Sidebar chrome extension
  • Social media integration
  • Status tracking
  • Tags & keywords
  • Task management
  • Tasks and Milestones
  • Third party integration
  • Track Opportunities/Pipelines

Insightly Features In Depth

Managing Contacts

Insightly’s CRM solution gives you a way to see all of your customers and prospects in a centralized location. You can also use the flexible calendaring, notes, comments, and tagging features to keep track of important thoughts after getting off the phone with a client.

Before you can start managing contacts from within Insightly, you’ll need to add a few of your clients or prospects to the system. Import contacts and notes, or manually add the information for each new client and prospect you come across. In addition to including basic details like name and email address, Insightly provides you with space for including personal details and linking to the contact’s social media accounts.

Using leads

Lead management is an integral component within Insightly. By setting up leads, sales teams can keep track of anyone who appears interested in their products or services, but hasn’t actually verified his or her interest in the business. These individuals can be added to a company’s Insightly account through the Leads tab.

Regardless of how your leads are obtained (purchased contact lists, website forms, trade shows, or other marketing efforts), you’ll want to turn on the Leads functionality to enter those leads into your Insightly account. When you determine that a certain lead is qualified, you can convert the lead by linking the contact and organization. (Insightly doesn’t convert related contacts and organizations until leads are converted into opportunities.) You can manage the status of each lead, along with the source of your lead’s information.

Setting Tasks

Insightly’s Tasks feature can be used in a number of different ways, including making to-do lists, logging meetings and phone calls, and creating email reminders. The most common way to use this feature is by creating a list of all the tasks that need to be done before a certain project will be complete. You also have the option to set reminders on tasks, which means you’ll receive an email notification before the task is due. Tasks can be linked to contacts, opportunities, projects, organizations, and emails.

Click on the “Task” tab from the dashboard page to begin the process of adding a new task to you list. Insightly gives you the option to assign the task to a particular colleague and set a due date. You can also set the priority level and status, and update the progress-percentage as the task gets closer to completion.

Sending Email

Insightly now offers a way for business users to compose and send email from their Insightly accounts. Just select the lead or contact to communicate with and get started writing the message. Setting up email templates is one way that many Insightly users have found to make writing email messages even easier.

Send a new email message to a single lead or contact by clicking on the Actions menu when viewing that lead or contact, and then selecting Email This Lead or Email This Contact. You can send a new email from a template or compose your own from scratch. Although Insightly offers you the ability to send emails directly through its web-based platform, you also have the option to compose and send emails from your default program by clicking on an email address link in Insightly.

Linking Objects

Insightly is one of the only CRM solutions that provides its users with a way to create a true 360-degree view of their networks. By linking together objects—including contacts, organizations and opportunities—with other objects, users are able to clearly see how relationships are impacted by certain actions.

Click on a contact and scroll down to the “links” section. To add a new link, type in the name of the contact, organization, or opportunity that the contact is associated with. For example, in addition to noting that Contact A is associated with Contact B, you can also include information about how those two prospects are related.

Using Pipelines

A pipeline is a linear series of steps, which Insightly lets you define for projects and opportunities. Users can view pipelines to see their progress along a path. A pipeline should include all the anticipated stages in a workflow, up through the completion of the project.

To create a pipeline, visit the System Settings, choose a pipeline name, and click the “Edit Stages” link next to the new pipeline. Insightly will draw the pipeline stages for you above your stage list. The next time you create a new project, that pipeline will show up in a populated list for you to choose from, and you can select which stage the project is currently at.

Generating Reports

Insightly’s reports are based on opportunities and completed activities. Reports can be filtered by date ranges, and quickly reformatted for printing. A few of the Opportunity Reports that users can choose from include: Opportunity Category Breakdown, Reasons For Losing Opportunities, Opportunity Pipeline Stage Report, Total Incoming Opportunities, and Value Of Opportunities.

To generate a report, click on the type of report you want to create and customize the settings based on the dates, pipelines, tags, and responsibilities you’d like to use. When those selections have been made, you can generate a custom report. If Insightly’s reports don’t meet a particular need that your organization is facing, you also have the option to export your records. This enables you to create reports using whichever outside tool you prefer.

Scanning Business Cards

Using Insightly’s mobile apps, professionals have the ability to take photos of business cards and automatically create contacts or lead records in their CRM. This action takes place automatically, and it is available to all paid Insightly accounts.

To start scanning business cards with your smartphone’s rear camera, the the + icon within the mobile app and choose the “scan” option. Insightly allows you to scan a certain number of cards each month. Once you’ve snapped the photo, you can add tags, background information, and select visibility permissions for each new contact or lead. Insightly will follow up with an email update on each card you scan.

Competitor Feature Comparison

A/B Testing
API
Access Controls/Permissions
Accounting Integration
Action Management
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Reporting
Alerts / Escalation
Alerts/Notifications
Analytics/ROI Tracking
Appointment Management
Appointment Scheduling
Assignment Management
Auto-Responders
Automatic Lead Distribution
Batch Processing
Behavior Tracking
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call Center Management
Call Management
Call Recording
Call Routing
Call Tracking
Campaign Management
Campaign Planning
Campaign Segmentation
Cataloging/Categorization
Categorization/Grouping
Chat/Messaging
Click Tracking
Client Management
Client Portal
Collaboration Tools
Commenting / Notes
Commission Management
Compliance Management
Computer Telephony Integration
Configurable Workflow
Contact Database
Contact Management
Contract/License Management
Customer Accounts
Customer Activity Tracking
Customer Database
Customer History
Customer Segmentation
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Branding
Customizable CTAs
Customizable Categories
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Customization
Dashboard
Dashboard Creation
Data Capture and Transfer
Data Import/Export
Data Mapping
Data Migration
Data Synchronization
Data Visualization
Delivery Tracking
Desktop Notifications
Document Management
Document Storage
Drag & Drop
Drip Campaigns
Duplicate Detection
Dynamic Modeling
Email Alerts
Email Distribution
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Event Calendar
Event Logs
Event Scheduling
Event Triggered Actions
FAQ
Field Sales Management
File Management
For Sales Teams/Organizations
Forecasting
Full Text Search
Gantt/Timeline View
Geographic Maps
Goal Setting / Tracking
Graphical Data Presentation
Historical Reporting
Image Library
Inbox Management
Interaction Tracking
Internal Chat Integration
Inventory Management
Inventory Tracking
Issue Management
Issue Tracking
Knowledge Management
Labeling
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
List Management
Live Chat
Marketing Automation
Marketing Calendar
Microsoft Outlook Integration
Milestone Tracking
Mobile Access
Mobile Alerts
Modeling & Simulation
Multi-Channel Communication
Multi-Channel Marketing
Multi-Currency
Multiple Projects
Multivariate Testing
Natural Language Search
Opportunity Management
Order Management
Percent-Complete Tracking
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Planning Tools
Portfolio Management
Prioritization
Productivity Analysis
Progress Tracking
Project Estimating
Project Management
Project Planning
Project Templates
Project Tracking
Project Workflow
Projections
Proposal Generation
Prospecting Tools
Purchase Order Management
Purchasing & Receiving
Quotes/Estimates
Real Time Analytics
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real-time Updates
Recurring Tasks
Referral Tracking
Relationship Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Resource Management
Role-Based Permissions
Rules-Based Workflow
SSL Security
Sales Analytics
Sales Automation
Sales Forecasting
Sales Pipeline Management
Sales Reports
Scheduled / Automated Reports
Scheduling
Search/Filter
Secure Data Storage
Secure Login
Segmentation
Self Service Portal
Shared Contacts
Shipping Management
Single Sign On
Social Media Integration
Source Tracking
Statistical Analysis
Status Tracking
Strategic Planning
Summary Reports
Supplier Management
Supply Chain Management
Tagging
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Team Assignments
Template Management
Territory Management
Third Party Integrations
Time & Expense Tracking
To-Do List
Visual Analytics
Voice Mail
Web Forms
Website Analytics
Website Integration
Website Visitor Tracking
Workflow Management
Visit WebsiteCompare App
A/B Testing
API
Access Controls/Permissions
Accounting Integration
Action Management
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Reporting
Alerts / Escalation
Alerts/Notifications
Analytics/ROI Tracking
Appointment Management
Appointment Scheduling
Assignment Management
Auto-Responders
Automatic Lead Distribution
Batch Processing
Behavior Tracking
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call Center Management
Call Management
Call Recording
Call Routing
Call Tracking
Campaign Management
Campaign Planning
Campaign Segmentation
Cataloging/Categorization
Categorization/Grouping
Chat/Messaging
Click Tracking
Client Management
Client Portal
Collaboration Tools
Commenting / Notes
Commission Management
Compliance Management
Computer Telephony Integration
Configurable Workflow
Contact Database
Contact Management
Contract/License Management
Customer Accounts
Customer Activity Tracking
Customer Database
Customer History
Customer Segmentation
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Branding
Customizable CTAs
Customizable Categories
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Customization
Dashboard
Dashboard Creation
Data Capture and Transfer
Data Import/Export
Data Mapping
Data Migration
Data Synchronization
Data Visualization
Delivery Tracking
Desktop Notifications
Document Management
Document Storage
Drag & Drop
Drip Campaigns
Duplicate Detection
Dynamic Modeling
Email Alerts
Email Distribution
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Event Calendar
Event Logs
Event Scheduling
Event Triggered Actions
FAQ
Field Sales Management
File Management
For Sales Teams/Organizations
Forecasting
Full Text Search
Gantt/Timeline View
Geographic Maps
Goal Setting / Tracking
Graphical Data Presentation
Historical Reporting
Image Library
Inbox Management
Interaction Tracking
Internal Chat Integration
Inventory Management
Inventory Tracking
Issue Management
Issue Tracking
Knowledge Management
Labeling
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
List Management
Live Chat
Marketing Automation
Marketing Calendar
Microsoft Outlook Integration
Milestone Tracking
Mobile Access
Mobile Alerts
Modeling & Simulation
Multi-Channel Communication
Multi-Channel Marketing
Multi-Currency
Multiple Projects
Multivariate Testing
Natural Language Search
Opportunity Management
Order Management
Percent-Complete Tracking
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Planning Tools
Portfolio Management
Prioritization
Productivity Analysis
Progress Tracking
Project Estimating
Project Management
Project Planning
Project Templates
Project Tracking
Project Workflow
Projections
Proposal Generation
Prospecting Tools
Purchase Order Management
Purchasing & Receiving
Quotes/Estimates
Real Time Analytics
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real-time Updates
Recurring Tasks
Referral Tracking
Relationship Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Resource Management
Role-Based Permissions
Rules-Based Workflow
SSL Security
Sales Analytics
Sales Automation
Sales Forecasting
Sales Pipeline Management
Sales Reports
Scheduled / Automated Reports
Scheduling
Search/Filter
Secure Data Storage
Secure Login
Segmentation
Self Service Portal
Shared Contacts
Shipping Management
Single Sign On
Social Media Integration
Source Tracking
Statistical Analysis
Status Tracking
Strategic Planning
Summary Reports
Supplier Management
Supply Chain Management
Tagging
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Team Assignments
Template Management
Territory Management
Third Party Integrations
Time & Expense Tracking
To-Do List
Visual Analytics
Voice Mail
Web Forms
Website Analytics
Website Integration
Website Visitor Tracking
Workflow Management
Visit WebsiteCompare App
A/B Testing
API
Access Controls/Permissions
Accounting Integration
Action Management
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Reporting
Alerts / Escalation
Alerts/Notifications
Analytics/ROI Tracking
Appointment Management
Appointment Scheduling
Assignment Management
Auto-Responders
Automatic Lead Distribution
Batch Processing
Behavior Tracking
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call Center Management
Call Management
Call Recording
Call Routing
Call Tracking
Campaign Management
Campaign Planning
Campaign Segmentation
Cataloging/Categorization
Categorization/Grouping
Chat/Messaging
Click Tracking
Client Management
Client Portal
Collaboration Tools
Commenting / Notes
Commission Management
Compliance Management
Computer Telephony Integration
Configurable Workflow
Contact Database
Contact Management
Contract/License Management
Customer Accounts
Customer Activity Tracking
Customer Database
Customer History
Customer Segmentation
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Branding
Customizable CTAs
Customizable Categories
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Customization
Dashboard
Dashboard Creation
Data Capture and Transfer
Data Import/Export
Data Mapping
Data Migration
Data Synchronization
Data Visualization
Delivery Tracking
Desktop Notifications
Document Management
Document Storage
Drag & Drop
Drip Campaigns
Duplicate Detection
Dynamic Modeling
Email Alerts
Email Distribution
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Event Calendar
Event Logs
Event Scheduling
Event Triggered Actions
FAQ
Field Sales Management
File Management
For Sales Teams/Organizations
Forecasting
Full Text Search
Gantt/Timeline View
Geographic Maps
Goal Setting / Tracking
Graphical Data Presentation
Historical Reporting
Image Library
Inbox Management
Interaction Tracking
Internal Chat Integration
Inventory Management
Inventory Tracking
Issue Management
Issue Tracking
Knowledge Management
Labeling
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
List Management
Live Chat
Marketing Automation
Marketing Calendar
Microsoft Outlook Integration
Milestone Tracking
Mobile Access
Mobile Alerts
Modeling & Simulation
Multi-Channel Communication
Multi-Channel Marketing
Multi-Currency
Multiple Projects
Multivariate Testing
Natural Language Search
Opportunity Management
Order Management
Percent-Complete Tracking
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Planning Tools
Portfolio Management
Prioritization
Productivity Analysis
Progress Tracking
Project Estimating
Project Management
Project Planning
Project Templates
Project Tracking
Project Workflow
Projections
Proposal Generation
Prospecting Tools
Purchase Order Management
Purchasing & Receiving
Quotes/Estimates
Real Time Analytics
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real-time Updates
Recurring Tasks
Referral Tracking
Relationship Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Resource Management
Role-Based Permissions
Rules-Based Workflow
SSL Security
Sales Analytics
Sales Automation
Sales Forecasting
Sales Pipeline Management
Sales Reports
Scheduled / Automated Reports
Scheduling
Search/Filter
Secure Data Storage
Secure Login
Segmentation
Self Service Portal
Shared Contacts
Shipping Management
Single Sign On
Social Media Integration
Source Tracking
Statistical Analysis
Status Tracking
Strategic Planning
Summary Reports
Supplier Management
Supply Chain Management
Tagging
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Team Assignments
Template Management
Territory Management
Third Party Integrations
Time & Expense Tracking
To-Do List
Visual Analytics
Voice Mail
Web Forms
Website Analytics
Website Integration
Website Visitor Tracking
Workflow Management
Visit WebsiteCompare App

Mobile apps

iOS App


231 reviews

Requires iOS 13.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


664 reviews

Insightly Feature Reviews

25 reviewers had the following to say about Insightly's features:

Sanket J.

Good CRM for established companies

2018-12-05

Insightly is perfect for well established companies who can spend on a CRM. The pricing is quite high as compared to new entrants in the market and support is very basic (only email).

Pros

Integrations with 3rd party software 2.

Cons

Customer support is average 3. Interface is too complex for average users 4.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Weekly

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Peter P.

Verified Reviewer

I use Insightly for a number of our clients

2014-12-18

Insightly is awesome for it's ease of use, deep Google integration and their mobile app. I primarily use Insightly for clients that are field sales reps and need to update contacts from their mobile phone.

Pros

Easy to use, integration with Google Apps, mobile app is always improving.

Cons

Need better integration for email marketing. Mailchimp integration is lacking the ability to export to Mailchimp Groups.

Source: GetApp
6 of 6 people found this review helpful
Helpful?   Yes   No
Read more
Matthew G.

Excellent CRM for the money.

2018-02-10

Great for client management and task management.

Pros

I like the ability to customize the text fields to my needs and the task management function is hard to beat.

Cons

Could have better social media integration as well as better automated marketing to prospects and clients.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Monique M.

Excellent program with the flexibility to personalize your settings.

2018-06-17

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

Tasks are jumbles in with emails instead of having each separate.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Stephanie C.

Verified Reviewer

Almost great

2014-11-13

The ability to have one place to track project progress and CRM was enough to get my team to plug our entire launch strategy into Insightly.

Pros

+ One interface for project management and CRM +Integrates with Google Apps, docs, email and even Evernote

Cons

+ Can't link files to tasks

Source: GetApp
4 of 4 people found this review helpful
Helpful?   Yes   No

Response from Insightly


You can link tasks to contacts, opportunities, projects, organizations, and emails. You can find out more here: http://help.insightly.com/how-do-i-use-tasks-in-insightly/

Read more
Anonymous
(Commercial Real Estate company, 51-200 employees)

Wasn't right for our org, could be right for you.

2020-11-10

Overall, the system is good for a smaller organization that is not putting large stresses on their CRM. We ultimately outgrew Insightly in many ways, and often overwhelmed the system with our integrations.

Pros

Very easy to connect to third party or self-developed integrations via API.

Cons

API changes caused fatal errors in several of our integrations over the course of our time with Insightly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
James L.

Great at what it does

2018-10-23

Pros

Insightly has an easy to use interface and is very customizable. Also, it allows for a lot of integration.

Cons

I would like to be able to see custom reports and dashboards like other CRMs. It is also a little more pricey than Apptivo and others.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

5/10
Source: Software Advice
Helpful?   Yes   No
Read more
Luke F.

Great alternative to Salesforce

2015-04-10

Pros

Email transparency, Google Mail/Apps integration, easy project management, great data structure (people, accounts, opportunities, etc), and a very non-invasive interface have had an incredible impact on our business.

Cons

Reporting is currently focused primarily on the sales/opportunity side of the product, with the project management functionality having minimal reporting capabilities (for now).

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

10/10

Recommendations to others considering Insightly

Don't undervalue how impactful having complete transparent access to sales email is. Beyond quality control, it allows everyone to stay in sync and ensure that what you sell is exactly what you deliver. I can't overstate how important this has been.

Source: Software Advice
Helpful?   Yes   No
Read more
Adarsh R.

Solid entry-level CRM

2018-02-13

It's a specialized tool, so I wouldn't recommend it unless I have the time to sit down and show someone how to set it up. But overall, the platform is robust and scales well as your needs evolve.

Pros

Setting up the product is straightforward Logging sales activities, leads, etc. is easy Collaborating with a team is easy, and the internal task management flow is solid Email logging is very nice and effective

Cons

The UI is very dated, and feels like a step up from Microsoft Access The visuals in general are lacking -- I'd like to see better reporting No email tracking (i.e. tracking opens), so we have to use hubspot sales for that

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Iain M.

Verified Reviewer

Long time user verging toward long-suffering user

2016-10-05

We were attracted to it because it combined CRM and Project Management.

Pros

Great CRM and Pipeline Management out the box!

Cons

Very very poor project management. You will need to use other packages for almost anything.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

5/10

Recommendations to others considering Insightly

If you want a good cheap CRM, look no further. If you want an integrated CRM/PM, it doesn't really deliver.

Source: GetApp
1 of 1 people found this review helpful
Helpful?   Yes   No

Response from Insightly


Thanks for the feedback. I'll pass this on to our product team because all feedback helps us improve. With regards to exposing our product road map -- it's common that privately held companies do not make their product road map public. If you have specific questions on features please send an email to laura@insightly.com and we can let you know if they are on the roadmap. Thanks.

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Bartholomew G.

Long time user verging toward long-suffering user

2018-03-14

Pros

Great CRM and Pipeline Management out the box!

Cons

Very very poor project management. You will need to use other packages for almost anything.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Thomas E.

Almost Perfect - But not quite!

2016-10-05

After using many CRM systems from Salesforce, Zoho, Apptivo, Pipeline Deals, Pipedrive, Base CRM and more, Insightly is a 'breath of fresh air' (even though that is getting a bit stale lately - more on that shorty).

Pros

Here are just a few pros: * Easy to use and learn * Integrated Light Weight Project Management * Fast Response * Great note taking * Easy task tracking * Great for sales cycles and customer service alike * Useful Integrations * Better User Interface than most (every tried Salesforce and couldn't find anything?)

Cons

A couple of Cons: * Service - The guys and gals at Insightly need to learn to listen and pass information 'up the management chain' * Task and Event Handling need improvement as reported by many clients * Need fully functional 2-way sync with Google Calendar * Need real workflow functionality instead of clunky Project Management (to their defense, lots of systems 'miss this one')

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering Insightly

Though there are some negative, I would say this is the best of the pack and relatively in-expensive for all you get. I would make looking at Insightly seriously a must for anybody wanting a flexible and easy to use CRM - that is from small to medium size businesses.

Source: Software Advice
Helpful?   Yes   No
Read more
Anonymous
Senior Marketing Manager (Computer Software company, 11-50 employees)
Verified Reviewer

Helpful CRM tool

2016-03-23

Easy yet powerful CRM software for everyday use.

Pros

- Email feature - Mobile app is the best app ever - Reminders - Email integrations

Cons

- No auto-save when creating leads, tasks, projects

Rating breakdown

Value for money
Ease of use

Time used: Less than 6 months

Source: GetApp
5 of 5 people found this review helpful
Helpful?   Yes   No
Read more
Anonymous
(Environmental Services company, 11-50 employees)

Great basic system that is easy to use and understand

2018-04-23

Pros

Easy basic project management and CRM software.

Cons

Attachments are sometimes lost when we send emails through Insightly.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Caitlin P.

Not the perfect software for us, but helped organize our clients and keep our team on the same page

2017-08-08

Customer management, a place to keep staff on task and abreast of new projects or to-do items

Pros

Clean design Relatively easy to use and manage clients, spaces to add notes, contact info etc Ease of working together with our team to keep on top of projects and clients

Cons

Intermittent bugs or failures to save or filter a search Limited filtering of tasks and lacking organizational tasks Email functionality is somewhat frustrating to use/implement when forwarding.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Adam M.

All around a really good CRM!

2017-04-14

Insightly might offer the best bang for your buck when it comes to CRMs. The ease of use is great and the layout/design is very clean.

Pros

Easy to use, intuitive design, and the certain functions like the task list, calendar, and project management tools were top notch.

Cons

If you plan to do a lot of email marketing, this may not be the CRM for you.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
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Jennifer L.

Great for Small Businesses!

2016-12-30

I came across Insightly looking for a Project Tracking Tool that integrates well with Quickbooks.

Pros

The ease of use and integration with Google and Quickbooks.

Cons

Nothing so far!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering Insightly

Use the free trial first for a while before you decide.

Source: Software Advice
Helpful?   Yes   No
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Narasimhan (Nari) S.

Excellent software for email marketing, customer relations management and task management

2018-11-30

Decent low cost CRM software compared to the pricier software that set the industry standard.

Pros

Great dashboard features for use.

Cons

I had issues with Google sync of the software data.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Eric P.

Robust tool, easy to use

2019-01-27

Pros

There are lots of integration options with third party tools.

Cons

I think tasks management has to be improved so that it's easy to enter a task.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Tracey M.

Insightly has awesome customer support and works well for a with 3 remote locations

2018-03-09

Also, check out their own forums of customer support, and social media sites to see what other customers have had to say about the software.

Pros

It takes the CRM and the Project management aspects of running a business into the cloud along with scheduling and solves a lot of problems for the business I set up who are still using it today.

Cons

Looking forward to better social media integration - this is currently not a real feature and something that our heavily social dependent business would really benefit from

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Jennifer F.

Robust features - except reporting

2018-10-23

It meets most of my needs for that company, especially around understanding people's relationships to one another and in social media. I've also used the project management feature when managing group activities.

Pros

And it is very awesome the way it manages social media account information.

Cons

I get frustrated with the poor report features and when I want to download and manipulate in Excel, I get all the tags in one field, so essentially I can view the tag list nicely online but I can't export that (for example to send an email to the group).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
A verified reviewer

I had the free version. It was pretty great.

2017-11-15

I like the free version.

Pros

Email tracking and templates. Great reporting capabilities.

Cons

Lead and contact information split into separate tabs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Occasionally

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Tom C.

Good basics and integrations

2016-11-01

Some more sophistication to go on their pandadoc integration but overall pretty happy with Insightly.

Pros

Easy, mobile, integrations, email integration.

Cons

Would like to support custom fields from all types of elements, opportunities, contacts, orgs in their pandadoc integration.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Margaret M.

Great for lead management

2018-11-22

Pros

I love it for lead management, easy to send and track emails, but only if you agree to thier branding on all of your communications

Cons

There wasn’t much difference between this and social hub and the free crms.

Rating breakdown

Value for money
Ease of use
Features

Time used: Free Trial

Frequency of use: Occasionally

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Olayide S.

Insightly Review

2016-12-14

This is a very good Sales executive/Customers management software application that simplifies and integrates daily workflow.

Pros

Also, the task dashboard report that keeps you up to date on what you need to do.Comes in handy when you have a busy schedule.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more