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Zoho CRM vs Insightly Comparison

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Overview

Category Leaders

Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close deals...

Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies...

  • 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

14

/user

Per month

  • 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

4.3

6.7K

5

4

3

2

1

3.4K

2.3K

761

169

75

  • Value for money
  • Ease of use
  • Features
  • Customer support
93%
would recommend this app

4.0

650

5

4

3

2

1

247

268

87

19

29

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

Pros

You can build incredibly amazing customer relationship with the most popular and favorite Zoho CRM Software. You can convert extra leads and you can easily increase your revenue.
I like the most about the collaborative easy to use tools with any type of function like customer service, marketing and creating automated responses which are very helpful.
ZOHO CRM is very easy to use, particularly, it offers you the ability to customize its features to fit business goals. It has a great user-friendly interface and easy to navigate.

Pros

Insight features a comprehensive feature set, and is easy to use, making it a popular choice for companies looking to streamline their operations and drive growth.
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.

Cons

The workflow piece is awful and not intuitive at all. Where all other platforms use actual workflows, Zoho is stuck in the 18th century in its interface.
Really clunky, looks terrible (in terms of UI), and generally a bad CRM tool. I guess you get what you pay for.
It was a mistake and I immediately corrected myself by ignoring Zoho apps. Though I wasted 2 months learning the modules.

Cons

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.
The reporting is limited for our needs. Attachments are sometimes lost when we send emails through Insightly.
  • Vendor responds to reviews
  • Last reviewa day ago
  • Vendor responds to reviews
  • Last review22 days ago

Key features

  • Total features201
  • A/B Testing
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Activity/News Feed
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Asset Lifecycle Management
  • Assignment Management
  • Automated Routing
  • Batch Processing
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • Business Process Automation
  • Business Process Control
  • Buyer Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Segmentation
  • Channel Management
  • Chat/Messaging
  • Churn Management
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Communication Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Management
  • Contract/License Management
  • Conversion Tracking
  • Correlation Analysis
  • Customer Activity Tracking
  • Customer Database
  • Customer Engagement
  • Customer Experience Management
  • Customer History
  • Customer Segmentation
  • Customer Social Profiles
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Donor Management
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Modeling
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • Exception Reporting
  • Expense Tracking
  • Feedback Management
  • Field Sales Management
  • File Management
  • File Sharing
  • For AEC Industry
  • For Financial Institutions
  • For Healthcare
  • For Insurance Industry
  • For Mac Devices
  • For Nonprofits
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Gamification
  • Goal Management
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Help Desk Management
  • Incentive Management
  • Interaction Tracking
  • Internal Chat Integration
  • Kanban Board
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Live Chat
  • Loyalty Program
  • Marketing Automation
  • Marketing Calendar
  • Meeting Management
  • Mobile Access
  • Mobile App
  • Modeling & Simulation
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Channel Marketing
  • Multi-Currency
  • Multi-Language
  • Multivariate Testing
  • Negative Feedback Management
  • Opportunity Management
  • Percent-Complete Tracking
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Prioritization
  • Process/Workflow Automation
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Tracking
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Quota Planning
  • Quotes/Estimates
  • ROI Tracking
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Recurring Tasks
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Rewards Management
  • Role-Based Permissions
  • Sales Activity Management
  • Sales Analytics
  • Sales Approval
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Planning
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search Marketing
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Service Level Agreement (SLA) Management
  • Shared Contacts
  • Single Sign On
  • Social Marketing
  • Social Media Integration
  • Social Media Monitoring
  • Social Promotion
  • Source Tracking
  • Statistical Analysis
  • Survey/Poll Management
  • Surveys & Feedback
  • Tagging
  • Task Board View
  • Task Editing
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Team Assignments
  • Template Management
  • Territory Management
  • Text Analysis
  • Third-Party Integrations
  • To-Do List
  • Training Management
  • Transaction History
  • Trend Analysis
  • User Management
  • Visual Analytics
  • Warranty Tracking
  • Web Forms
  • Web-based Deployment
  • Website Integration
  • Website Visitor Tracking
  • Widgets
  • Workflow Configuration
  • Workflow Management
  • eCommerce Management
  • Total features124
  • A/B Testing
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Activity/News Feed
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Asset Lifecycle Management
  • Assignment Management
  • Automated Routing
  • Batch Processing
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • Business Process Automation
  • Business Process Control
  • Buyer Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Segmentation
  • Channel Management
  • Chat/Messaging
  • Churn Management
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Communication Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Management
  • Contract/License Management
  • Conversion Tracking
  • Correlation Analysis
  • Customer Activity Tracking
  • Customer Database
  • Customer Engagement
  • Customer Experience Management
  • Customer History
  • Customer Segmentation
  • Customer Social Profiles
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Donor Management
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Modeling
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • Exception Reporting
  • Expense Tracking
  • Feedback Management
  • Field Sales Management
  • File Management
  • File Sharing
  • For AEC Industry
  • For Financial Institutions
  • For Healthcare
  • For Insurance Industry
  • For Mac Devices
  • For Nonprofits
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Gamification
  • Goal Management
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Help Desk Management
  • Incentive Management
  • Interaction Tracking
  • Internal Chat Integration
  • Kanban Board
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Live Chat
  • Loyalty Program
  • Marketing Automation
  • Marketing Calendar
  • Meeting Management
  • Mobile Access
  • Mobile App
  • Modeling & Simulation
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Channel Marketing
  • Multi-Currency
  • Multi-Language
  • Multivariate Testing
  • Negative Feedback Management
  • Opportunity Management
  • Percent-Complete Tracking
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Prioritization
  • Process/Workflow Automation
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Tracking
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Quota Planning
  • Quotes/Estimates
  • ROI Tracking
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Recurring Tasks
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Rewards Management
  • Role-Based Permissions
  • Sales Activity Management
  • Sales Analytics
  • Sales Approval
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Planning
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search Marketing
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Service Level Agreement (SLA) Management
  • Shared Contacts
  • Single Sign On
  • Social Marketing
  • Social Media Integration
  • Social Media Monitoring
  • Social Promotion
  • Source Tracking
  • Statistical Analysis
  • Survey/Poll Management
  • Surveys & Feedback
  • Tagging
  • Task Board View
  • Task Editing
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Team Assignments
  • Template Management
  • Territory Management
  • Text Analysis
  • Third-Party Integrations
  • To-Do List
  • Training Management
  • Transaction History
  • Trend Analysis
  • User Management
  • Visual Analytics
  • Warranty Tracking
  • Web Forms
  • Web-based Deployment
  • Website Integration
  • Website Visitor Tracking
  • Widgets
  • Workflow Configuration
  • Workflow Management
  • eCommerce Management

Integrations

  • Total integrations588
  • Constant Contact
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • HubSpot CRM
  • Mailchimp
  • Meta for Business
  • Microsoft Outlook
  • PayPal
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twilio
  • Twitter/X
  • WooCommerce
  • WordPress
  • Xero
  • Zapier
  • Zendesk Suite
  • Total integrations274
  • Constant Contact
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • HubSpot CRM
  • Mailchimp
  • Meta for Business
  • Microsoft Outlook
  • PayPal
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twilio
  • Twitter/X
  • WooCommerce
  • WordPress
  • Xero
  • Zapier
  • Zendesk Suite

User reviews that mention these apps

SC
AvatarImg

Sean C.

Real Estate, 11-50 employees

Used other for less than 6 months

Review source

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

Share this review:

Zoho CRM logo

Zoho CRM

Not the CRM that fit my needs

Reviewed 4 years ago

Fair. ReferralMaker and Insightly are better and what I am using now.

Pros

I liked the price (free!) of the basic plan and the monthly wasn’t bad either. It also has a lot of integrations

Cons

The integrations that are linked cost more on top of the subscription service and not what I was wanting them to do in the end.

FC
AvatarImg

Frank C.

Accounting, self-employed

Review source

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

Share this review:

Zoho CRM logo

Zoho CRM

Wonderful software

Reviewed 4 years ago

Want to leave Insightly, and going to give Zoho CRM a real go.

Pros

Easy to use, looks great, has the function that I need such as tasks, great mobile app. Reasonable cost

Cons

don't have bcc dropbox mail. need that very much

zo
AvatarImg

zaid o.

Information Technology and Services, 1-10 employees

Review source

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

Share this review:

Zoho CRM logo

Zoho CRM

Glad to use Zoho

Reviewed 5 years ago

very good experience

Pros

We were used insightly CRM but after revewing Zoho futures and pricing we see that zoho is more than good to us

Cons

Colors, and how the template is customized with different non techincal people can customize

AvatarImg
AvatarImg

Richard P.

Used other for 6-12 months

Review source

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

Share this review:

Zoho CRM logo

Zoho CRM

Was okay, but there are better choices.

Reviewed 6 years ago

Cheap CRM tool.

Pros

The product was full of features, as it has to, to compete with the crowded CRM SW space. It definitely is not Salesforce, but is packed with many usable features.

Cons

Not as seamless as insightly, I just did not think it flowed like some of its competitors. Was not as intuitive as some others that I have used, excluding Salesforce.

EG
AvatarImg

Ethan G.

Review source

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

Share this review:

Zoho CRM logo

Zoho CRM

Best bang for the Buck

Reviewed 8 years ago

We switched our CRM 3 times before landing and staying with Zoho. Started on insightly, moved to Salesforce, tried a home made CRM, and finally found zoho. It was a nice blend of flexibility with ease of use that works with our budget.

Pros

No pros were added to this review

Cons

No cons were added to this review

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 7 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.

AvatarImg
AvatarImg

David H.

Computer Software, 11-50 employees

Used weekly 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

Insightly is a reasonable CRM with decent functions

Reviewed 7 months ago

I selected this as our CRM. We switched over from Zoho which was universally hated by our sales guys.

Pros

Insightly does a pretty reasonable job as a CRM. It's quite easy to use and pretty. It has some integrations out of the box and is easy to customize.

Cons

No significant draw backs to it. I would say it's a middle of the road CRM system that is neither great nor terrible.

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 7 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.

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 4 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 4 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

jb
AvatarImg

jeff b.

Human Resources, 11-50 employees

Used monthly for 1-2 years

Review source

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

Share this review:

Insightly logo

Insightly

Review

Reviewed a year ago

My experience has been find. There have been no bad experiences, but nothing superb or awe-inspiring either.

Pros

it's a good, cost effective CRM option for small business.

Cons

It is somewhat limited due to it being a smaller, lesser know CRM.

HD
AvatarImg

Harrison D.

Real Estate, 51-200 employees

Used daily for 1-2 years

Review source

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

Share this review:

Insightly logo

Insightly

Insightly works great at sales rep CRM

Reviewed a year ago

Great tool to help keep myself organized and work my sales leads and manage my pipeline. Helps me to keep on track.

Pros

The ease of use and how quickly I was able to get the hang of it. It offers everything I used Salesforce for in the past.

Cons

More features to prevent duplicates getting entered into the CRM would be helpful.

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 6 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.

AvatarImg
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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 6 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.

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 6 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!

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 2 years 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.

AvatarImg
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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 6 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.

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 8 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!

DR
AvatarImg

David R.

Management Consulting,

Review source

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

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Insightly

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

Reviewed 8 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. :( :(

KA
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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

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Insightly

Brand New User

Reviewed 5 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.

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 2 years 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
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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

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Insightly

Excellent CRm for the money

Reviewed 7 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.

AR
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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

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Insightly

Solid entry level and SMB product.

Reviewed 6 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.

ER
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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

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Insightly

Good CRM

Reviewed 6 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.

KH
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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

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Insightly

Great Potential, Lack of Foresight

Reviewed 8 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...

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Stavros L.

Computer Software, 51-200 employees

Review source

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

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Insightly

Efficient but nothing really innovative

Reviewed 6 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
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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

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Insightly

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

Reviewed 3 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.

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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

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Insightly

Price is great, UX/UI not so much.

Reviewed 5 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.

JT
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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

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Insightly

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

Reviewed 6 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"...

SG
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Susan G.

Veterinary, 11-50 employees

Used weekly for 2+ years

Review source

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

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Insightly

Casual user

Reviewed a year ago

Feels like very hard work every time you use it.v

Pros

The search function, to a point.I like that we have a CRM system.

Cons

It doesn't look good. The work flow is clunky. It's so beige. The graphical elements are uninspiring. It is not intuitive.