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Salesforce Sales Cloud vs Insightly Comparison

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Overview

Category Leaders

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud helps...

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

  • 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

Pricing

Starting from

ic-pricetag

No pricing info

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

Starting from

29

/user

Per month

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

User reviews

5

4

3

2

1

9.5K

6.1K

1.4K

259

154

  • Value for money
  • Ease of use
  • Features
  • Customer support
95%
would recommend this app

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

Pros

Helping to bring the business up to date with a system that is modern and innovative. It is user friendly and easy to add new functionalities to it according to the business needs.
As a socially responsible company, it feels good to support another company like Salesforce that is committed to these values too.
Salesforce remains the best CRM application for growing our business because of the amazing features. Integration of third-party and add-on options it offers.

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.

Cons

Terrible experience I wouldn't recommend to even our biggest competitor, Salesforce is totally unintuitive and with very bad UX. Expensive, hard to use and hard to manage.
There are times when the automation fails and gives back inaccurate data. We have to trouble shoot almost weekly to figure out what happened.
The only negative aspect I've encountered while utilizing SalesForce is that saving entered data is not done automatically and can lead to losing work.

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.
  • Vendor responds to reviews
  • Last review5 days ago
  • Vendor responds to reviews
  • Last review21 days ago

Key features

  • Total features207
  • "What If" Scenarios
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Agent Management
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Approval Process Control
  • Assignment Management
  • Audience Targeting
  • Auto-Dialer
  • Automatic Call Distribution
  • Batch Processing
  • Bid Management
  • Budget Management
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • Business Process Control
  • Buyer Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call List Management
  • Call Logging
  • Call Management
  • Call Monitoring
  • Call Recording
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Cataloging/Categorization
  • Change Order Management
  • Channel Management
  • Chat/Messaging
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Communication Management
  • Competitive Analysis
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Management
  • Contract/License Management
  • Conversion Rate Optimization
  • Conversion Tracking
  • Correlation Analysis
  • Customer Database
  • Customer Engagement
  • Customer History
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Social Profiles
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Management
  • Data Synchronization
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Dynamic Modeling
  • ERP
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Employee Management
  • Engagement Tracking
  • Estimating
  • Event Triggered Actions
  • Exception Reporting
  • FAQ
  • Field Sales Management
  • File Management
  • File Sharing
  • Financial Management
  • For AEC Industry
  • For Insurance Industry
  • For Mac Devices
  • For Real Estate
  • For Real Estate Agencies
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Gantt/Timeline View
  • Goal Management
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Inbox Management
  • Interaction Tracking
  • Internal Chat Integration
  • Job Costing
  • Job Scheduling
  • Kanban Board
  • Key Performance Indicators
  • Knowledge Base Management
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Listing Management
  • Live Chat
  • MES
  • Maintenance Management
  • Marketing Automation
  • Material Requirements Planning
  • Medical History Records
  • Meeting Management
  • Mobile Access
  • Modeling & Simulation
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Marketing
  • Multi-Currency
  • Opportunity Management
  • Patient Communications
  • Patient Management
  • Percent-Complete Tracking
  • Performance Management
  • Performance Metrics
  • Physician Management
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Presentation Tools
  • Prioritization
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Purchase Order Management
  • Quality Management
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Recommendations
  • Recurring Tasks
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Request Escalation
  • Role-Based Permissions
  • Routing
  • Safety Management
  • Sales Activity Management
  • Sales Approval
  • Sales Automation
  • Sales Forecasting
  • Sales Onboarding & Training
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Shipping Management
  • Social Media Integration
  • Source Tracking
  • Statistical Analysis
  • Status Tracking
  • Subcontractor Management
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third Party Integrations
  • To-Do List
  • Training Management
  • Transaction Management
  • Version Control
  • Visual Analytics
  • Warranty Tracking
  • Web Forms
  • Web-based Deployment
  • Workflow Management
  • XML/RSS
  • Total features126
  • "What If" Scenarios
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Agent Management
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Approval Process Control
  • Assignment Management
  • Audience Targeting
  • Auto-Dialer
  • Automatic Call Distribution
  • Batch Processing
  • Bid Management
  • Budget Management
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • Business Process Control
  • Buyer Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call List Management
  • Call Logging
  • Call Management
  • Call Monitoring
  • Call Recording
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Cataloging/Categorization
  • Change Order Management
  • Channel Management
  • Chat/Messaging
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Communication Management
  • Competitive Analysis
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Management
  • Contract/License Management
  • Conversion Rate Optimization
  • Conversion Tracking
  • Correlation Analysis
  • Customer Database
  • Customer Engagement
  • Customer History
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Social Profiles
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Management
  • Data Synchronization
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Dynamic Modeling
  • ERP
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Employee Management
  • Engagement Tracking
  • Estimating
  • Event Triggered Actions
  • Exception Reporting
  • FAQ
  • Field Sales Management
  • File Management
  • File Sharing
  • Financial Management
  • For AEC Industry
  • For Insurance Industry
  • For Mac Devices
  • For Real Estate
  • For Real Estate Agencies
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Gantt/Timeline View
  • Goal Management
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Inbox Management
  • Interaction Tracking
  • Internal Chat Integration
  • Job Costing
  • Job Scheduling
  • Kanban Board
  • Key Performance Indicators
  • Knowledge Base Management
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Listing Management
  • Live Chat
  • MES
  • Maintenance Management
  • Marketing Automation
  • Material Requirements Planning
  • Medical History Records
  • Meeting Management
  • Mobile Access
  • Modeling & Simulation
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Marketing
  • Multi-Currency
  • Opportunity Management
  • Patient Communications
  • Patient Management
  • Percent-Complete Tracking
  • Performance Management
  • Performance Metrics
  • Physician Management
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Presentation Tools
  • Prioritization
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Purchase Order Management
  • Quality Management
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Recommendations
  • Recurring Tasks
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Request Escalation
  • Role-Based Permissions
  • Routing
  • Safety Management
  • Sales Activity Management
  • Sales Approval
  • Sales Automation
  • Sales Forecasting
  • Sales Onboarding & Training
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Shipping Management
  • Social Media Integration
  • Source Tracking
  • Statistical Analysis
  • Status Tracking
  • Subcontractor Management
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third Party Integrations
  • To-Do List
  • Training Management
  • Transaction Management
  • Version Control
  • Visual Analytics
  • Warranty Tracking
  • Web Forms
  • Web-based Deployment
  • Workflow Management
  • XML/RSS

Integrations

  • Total integrations1317
  • 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 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

User reviews that mention these apps

JR
AvatarImg

Jesse R.

Philanthropy, 11-50 employees

Used daily for 6-12 months

Review source

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

Share this review:

Salesforce Sales Cloud logo

Salesforce Sales Cloud

Cool Features, but expensive

Reviewed 6 years ago

I preferred this software over competitors like Insightly, but I am still looking for a CRM to love.

Pros

Some of the automated tasks. The seamless integration with GMAIL is incredible, I enjoyed being able to update records and deals right within gmail.

Cons

Pricier than their competitors. Entry level software platform, not as full featured as their parent company, salesforce.

AB
AvatarImg

Aline B.

Information Technology and Services, 51-200 employees

Used weekly for 1-2 years

Review source

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

Share this review:

Salesforce Sales Cloud logo

Salesforce Sales Cloud

Not very user friendly.

Reviewed 6 years ago

We were using salesforce as a CRM system and we decided to replace it for insightly which is much more user friendly. We now use for our opportunity management process. However all the organisation is unhappy and looking to replace it.

Pros

The reports that we are able to generate

Cons

It is not user friendly, Only trained people are able to programme it.

TV
AvatarImg

Trisha V.

Entertainment, 1-10 employees

Review source

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

Share this review:

Salesforce Sales Cloud logo

Salesforce Sales Cloud

Too Robust for Small Businesses

Reviewed 6 years ago

We used this CRM for 2 years before we realized we had something too robust for a small startup business. Too expensive for the features we needed. We went with Insightly and saved thousands a year and got an easier to use platform.

Pros

Excellent for mid to large businesses in need of a robust platform for CRM.

Cons

Too expensive and robust for small businesses. There are plenty of other free or inexpensive platforms available that are easier to use.

AvatarImg
AvatarImg

Codrut N.

Writing and Editing, self-employed

Review source

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

Share this review:

Salesforce Sales Cloud logo

Salesforce Sales Cloud

An excellent product for large companies — at least until they need quick assistance...

Reviewed 3 years ago
Pros

Salesforce allows the customer to ease the creation and customization of widgets and components — and there is a very rich collection to use from, automate complex tasks that would be time-consuming and quite tedious otherwise, as well as to streamline the process of passing the feedback from customers to the support teams and, from there, to those in charge of implementation and design. Sometimes solutions might not be straightforward and easy to set up, but Salesforce comes with thousands of pieces of code tailored for solving most problems one could think of.

Cons

Since I only got to enjoy a demo and that was very close to perfection, many complain about the quality of the support provided by Salesforce to its customers, including those who pay large sums for premium support. Because there are over 10,000 components involved, getting started with Salesforce can be quite tricky and requires a lot of time. The price could be a problem too, especially for smaller companies. Some alternatives worth checking out include Zoho CRM, Freshales, Insightly, HubSpot CRM, and so on.

AvatarImg
AvatarImg

Jared H.

Computer Software, 1-10 employees

Used daily for 2+ years

Review source

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

Share this review:

Salesforce Sales Cloud logo

Salesforce Sales Cloud

Obsolete unless you really need it

Reviewed 6 years ago

SFDC is probably great if you are, say, Coca-Cola, or IBM, or Nike or some other massive global brand. But if you're looking for CRM advice on GetApp, it's probably not the right choice for you. Why? Because it's just way too much, of everything, for anybody who isn't a Giant Subcommittee of an Even Larger Committee of an Absolutely Massive Enterprise. Too many features. Too much to configure. Too much going on in the UI. Too much money out the door every month to use it. Too many hoops to jump through to pay. ... and on and on. SFDC is really the only game in town for a few specific use cases that apply only to the largest of businesses. Best guess: if you're reading this, you'll do better with Base, or Nutshell, or Insightly instead.

Pros

- The original and standard - New hires will (sort of) already know how to use it

Cons

- Cutting-edge UI ... for 2002. - Basically infinite flexibility - One of the largest partner ecosystems in the world - New hires know HOW to use it, but the UX stinks so much that they WON'T

AR
AvatarImg

Verified reviewer

Consumer Services, 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 recommend9/10

Share this review:

Insightly logo

Insightly

Hot Dang This Is A Good Tool

Reviewed 6 years ago

I've used various other tools like Insightly and well, this is by far my favorite. It is so easy to use, has an attractive interface, and doesn't have too many complicated features. I would definitely say yes if anyone asked if they should use this tool.

Pros

So Simple! Your child could figure out how to use this tool after playing with it for 30 seconds. I love the fact that I can tie in emails to particular projects or clients. This helps me keep a database all within one place.

Cons

The sales side of things could use some spicing up. I'm coming from using Salesforce (Not a fair comparison) but I'm used to a much deeper and more intuitive process for my sales flow.

AR
AvatarImg

Verified reviewer

Computer Software, 11-50 employees

Used weekly for less than 6 months

Review source

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

Share this review:

Insightly logo

Insightly

A great alternative to more expensive CRM software

Reviewed 4 years ago
Pros

Insightly is a great alternative to other software solutions and comes with just enough features and a great sales dashboard. If you are looking for a great sales management tool that is better than spreadsheets and way less expensive compared to salesforce then Insightly provides a great choice.

Cons

Some things are a bit tedious to do and not easy enough.

HF
AvatarImg

Hector F.

Used daily for 2+ years

Review source

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

Share this review:

Insightly logo

Insightly

Great CRM

Reviewed 5 years ago
Pros

We used Insightly for many years as our primary CRM. It was a great, cheaper alternative to something like salesforce, and allowed us to capture and retain valuable client information for our sales team.

Cons

I would have liked a stronger duplicate checker that would prevent us from creating duplicate accounts.

TE
AvatarImg

Thomas E.

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 recommend9/10

Share this review:

Insightly logo

Insightly

Almost Perfect - But not quite!

Reviewed 6 years ago

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). Frankly, after looking at many of these systems, I was tempted to design and create my own system (I have been a software engineer for 30 years and own a software development firm as one...

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')

PK
AvatarImg

Pamela K.

Hospital & Health Care, 201-500 employees

Used daily for 2+ years

Review source

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

Share this review:

Insightly logo

Insightly

Fairly user-friendly and cost efficient

Reviewed 3 months ago

It's pretty decent. Has a few disconnects and odd ways to get things done but works fairly well. Sometimes its more about HOW to get our Sales team to use it to its full potential! lol...

Pros

I like that you can link as many organizations as necessary to a Contact.

Cons

I dont like the method of how to capture event related campaigns in relation to sales leads at events. But I am comparing it to my past experience with using Salesforce which had a campaign section to clearly give credit to it and house lists within a campaign e.g. a conference or tradeshow.

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.

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Julius G.

Information Technology and Services, self-employed

Review source

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

Share this review:

Insightly logo

Insightly

Great sales and project management tool!

Reviewed 7 years ago

One of the best CRM/sales management tools on the market. Have been using it to track all of a small lawyer company's (30 users) contacts into one place. The card reader works just fine, but the deep integration with Google Apps is the best part. It's not a super-duper CRM like Salesforce, but it does all that is needed for a SMB and more.

Pros

- Integration with Google Apps for Work. - Basic project management capabilities (separate module).

Cons

- Little to do if you want to see the whole sales process and customize it accordingly (basic functions only).

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David K.

Consumer Services, 1-10 employees

Used monthly 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

Simple CRM - but a little confusing

Reviewed 4 years ago

I like the product, been using it for 3 years, but dislike the search interface and functionality and lack of phone support.

Pros

Cloud based so it’s available everywhere, Insightly nicely tracks your sales efforts. Use the google chrome extension or better yet - bcc - your Insightly internal email and all of your correspondence send up in the system creating new contacts and organizations automatically. Pretty slick. Go back in and add notes and schedule follow up tasks.

Cons

Searching is confusing. If I search for a phone number to see if I have already contacted this person and the phone. Number is not found, a list of all contacts is returned instead is a not found message. Seems that whenever our team tries to see if that contact is in our database already we don’t get acccurate results. Maybe it’s us but this is 3 people that are relatively intelligent and all having the same frustration. I looked for a support number to speak with someone to see what we are doing wrong - doesnt exist.

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Lawrence G.

Computer Software, 11-50 employees

Review source

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

Share this review:

Insightly logo

Insightly

Very Basic CRM System

Reviewed 4 years ago
Pros

Super easy to use for both team members and administrators

Cons

Lacking quite a few features. Maybe not useful for larger organisations with complex sales teams.

KL
AvatarImg

KELSEY L.

Financial Services, 11-50 employees

Used other 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

Insightly CRM Review

Reviewed 4 years ago

Overall, Insightly solved my simple problems and provided a solution to our financial services firm so we could track our leads/projects until completion.

Pros

I previously used a version of Salesforce for small companies called Salesforce IQ. It didn't link contacts to leads, projects and companies well. It synced too much information from email and most of it wasn't relevant. Insightly solved all of these problems and made it easy to connect the dots between a person, lead, project, etc.

Cons

The software graphics were somewhat childish initially, but they have updated the graphics over time. It would be great if the software provided analysis / charts on some of the data that is stored there without forcing the user to do it themselves manually in excel.

Vendor response

Thanks so much for your kind note, Kelsey. At Insightly we work hard to make sure our customers have a great experience with our platform and are able to build lasting relationships with their own customers. Your feedback means a world to us and inspires us to keep up the good work. Cheers, the Insightly team

CM
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Cat M.

Management Consulting, 1-10 employees

Used daily for less than 6 months

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

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Insightly

Great small business CRM tool

Reviewed 6 years ago

I run a small consulting firm in Washington, DC that handles general management, communications and event services for nonprofit clients. I use every CRM imaginable for my clients including Salesforce, Abila, etc. but when looking for a CRM for my own small business, Insightly has it covered. It's a month to month service that integrates with both QuickBooks and MailChimp - two of my most used apps - and allows me the space to cultivate a small business customer list with all the convenience of more expensive and comprehensive tools.

Pros

No long term commitment or contract Lots of useful APIs Very intuitive for even novice users Offers project tracking Reports available for each module

Cons

Might be helpful to have a better idea of their partners and what APIs are available, like how Salesforce has its own app section.

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Dana R.

Used daily for 1-2 years

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

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Insightly

Overall OK but needs some improvement

Reviewed 5 years ago

As a Sales Manager, I am able to keep track of our sales by customer, add notes regarding customer contact and upload important customer documents.

Pros

I like that I can keep separate lists of customers and leads. It's great to be able to add "tags" for reporting purposes. Since our customers are distributors, it great to be able to add our "end users" and link them to our customers.

Cons

It should be easier to add contacts directly to companies instead of having to add them separately and then link them together. That has been very cumbersome and time consuming for me. Also, you have to pay extra for the good reporting features which is also a bummer.

CE
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Cheryce E.

1-10 employees

Used other for less than 6 months

Review source

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

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Insightly

Simple CRM

Reviewed 4 years ago
Pros

This software is web-based, easy to use and inexpensive. Insightly offers a simple way to keep track of customer details and notes. Also good to use as a database for easy search.

Cons

There could be additional features like advance sales pipelines or funnels but otherwise it’s very simple and easy to use

AR
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Verified reviewer

Insurance, 11-50 employees

Used daily for 6-12 months

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

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Insightly

Decent software option that gets the job done

Reviewed 3 years ago

The search function is pretty limited. Also it does not scan for duplicates or similar leads that are duplicates

Pros

I work in sales and we are constantly qualifying leads, setting appointments, and then moving them along in the sales process. I like that it has a mobile app and it gets the job done.

Cons

I can't stand that you cannot mass delete the #tags feature.

Vendor response

Hi, thanks so much for your kind words. We work hard to make Insightly a preferred CRM for businesses like yours and are thrilled you're making the most out of our platform. Thank you for being our valued customer. We look forward to helping you and your team reach new heights!

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Austin T.

Marketing and Advertising, 11-50 employees

Used daily for 1-2 years

Review source

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

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Insightly

Constantly Evolving CRM

Reviewed 2 years ago

My company switched from Salesforce to Insightly due to Salesforce's high-pressured sales people and lack of being customer-focused. Insightly is a lot better at this and really tries to develop a connection with their clients. For the most part, Insightly has most of what you would expect out of a CRM. As a developer though, I often get ask to add functionality into Insightly and a lot of times there are things that simply can't be done due to system limitations.

Pros

What I like most about Insightly is its simplicity. It's rather easy to get up and going with it. It's also easy to train new users on the system.

Cons

I find that Insightly hasn't fully developed their developer-centric features. I do have to say though that they are always working on improving in this area, but coming from a Salesforce background I find that there is quite a bit lacking. In Insightly's defense, they simply haven't been around long enough or had enough time to build up to the technical capabilities that something like Salesforce has.

JB
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John B.

Medical Practice, 11-50 employees

Used other for less than 6 months

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

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Insightly

I contacted Insightly and went through their demo with a sales specialist and no one ever pursued creating the custom features that we had discussed during the demo.

Reviewed 4 years ago

I followed up with the sales specialist three times before she actually acknowledged that we were working together. The last thing that I heard is that wh was going to get back with me. It has been three weeks and I have sent two additional emails without any response...very poor customer service:-(.

Pros

It seems like it would be a good platform for lead generation...I just wished that someone from their team would have contacted me.

Cons

I cannot overstate how important customer service is...I still have not heard back from the sales specialist who worked with me.

DD
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Dipali D.

Used weekly for 1-2 years

Review source

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

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Insightly

A good tool for CRM

Reviewed 6 years ago

It's a good tool for the sales and marketing team to use when collaborating on projects. The sales team can use Insightly to keep a track of all the sales activities and see where a prospective client is placed on the sales cycle. The marketing team can use Insightly to update more information on prospective clients after carrying out a series of marketing activities. It is a great project management tool.

Pros

- Ease of use - Flexible pricing options

Cons

- Some of the features are a bit confusing to use - contacts versus leads

CR
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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

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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

AN
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Alex N.

Investment Management, 11-50 employees

Used daily for 6-12 months

Review source

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

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Insightly

Automation and Personalisation

Reviewed 4 years ago

Good experience overall. Helps improve sales processes and automate manual tasks.

Pros

I love the workflow automation and the ease of personalising the CRM to our business.

Cons

Updates aren’t always displayed immediately.

AR
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Verified reviewer

Marketing and Advertising, 11-50 employees

Used weekly for 1-2 years

Review source

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

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Insightly

Effective CRM Tool

Reviewed 3 years ago

We use Insightly to manage all of our sales leads & process.

Pros

Insightly is a fairly comprehensive CRM tool - it integrates neatly with Outlook allowing us to tie email comms to sales follow up quite seamlessly.

Cons

Whilst there is an extensive reporting functionality available - the basic levels of reports do not generate enough information so we have had to build custom reports to suit our business needs.

AR
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Verified reviewer

Accounting,

Used daily for 2+ years

Review source

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

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Insightly

Great CRM tool for small and growing businesses

Reviewed 5 years ago

Great for tracking and progressing sales opportunities and general business development

Pros

The option to create custom fields was a real hook for our business as we require a great deal of specific data and capture it in specific ways. The pipeline feature for defining custom workflows is a great feature which allows us to carve out our own procedure and modus operandi.

Cons

The UI feels a little outdated at times. The important date reminder feature is not as user-friendly or functional as hoped. We really require projects/workflows to auto generate on a defined schedule and struggled to make the best use of this software without addressing that need.

LF
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Luke F.

Computer Software,

Review source

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

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Insightly

Great alternative to Salesforce

Reviewed 8 years ago
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. The constant updates and new features have further improved our capabilities over time. Also, the pricing is amazing.

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).

JW
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Janine W.

Consumer Services, 11-50 employees

Used daily for 6-12 months

Review source

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

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Insightly

Really good but just not what I needed

Reviewed 3 years ago

It's very customizable but I just didn't have the time to do it.

Pros

Had all the Crm and database features you could want. Good training and onboarding process and good pricing.

Cons

Our sales process is pretty simple so it was a little bit of overkill. Also I ended up wanting something that would integrate with scheduling.

AR
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Verified reviewer

Architecture & Planning, 51-200 employees

Used daily for 2+ years

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

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Insightly

Support SUCKS

Reviewed 2 years ago

NEVER have I been satisfied and it is the clunkiest, most user-unfriendly, counter-intuitive POS I have ever dealt with.

Pros

Cloud-based - I liked the ability to use on my handheld.

Cons

So.Many.Bugs. For example, I just added another user. They billed me immediately with absolutely no explanation of review of costs or anything (it would be nice to have a "Proceed" button. They are absolute jerks. And then, I try to add that used and NOWHERE to be found is "System Setting: to add a new user. Help gave me the answer but it doesn't exist in the actual program. Its a nightmare. Tried twice to ask for support via their email support system - NADA. Called, and got "please use email" and then got hung up on. Needless to say, we're looking.

JB
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Jenny B.

Marketing and Advertising,

Review source

Overall Rating
  • Value for money