Cloudswave Score for Insightly
Rating based on 149 Critic Reviews
Easy yet powerful CRM software for everyday use. We've tried 3 different CRMs and this is the first one that meets our needs. It helps us manage leads and tasks associated with them. No learning curve.
Pros : - Email feature - Mobile app is the best app ever - Reminders - Email integrations
Cons : - No auto-save when creating leads, tasks, projects
Steven Figueroa, on GetApp
I first signed up my company for insightly to use on internet sales for furniture products. We ended up expanding that use as sales reps enjoyed how simple it was to use and share info on leads.
Pros : Keeping track of leads and contacts made with those leads. Sharing leads and estimating the value they present to bring in closers or specialist if necessary. Google Apps integration is fantastic.
Cons : Scheduled follow ups is a feature they could use tremendously. Automatic emails and scheduled timeframes would be nice but not a deal breaker.
Ivan Gibson, on GetApp
Intelligent people simplify complex things, and that's what Insightly has done with their CRM. Easy to set up, customise, and actually delivers what a small to medium business truly needs. I love it!
Pros : Easy to set up Fully customisable Intuitive Simple reporting Integrates to social networks and web-to-business campaigns extremely simply
Cons : Page response times can be somewhat slower than the big-author CRM's. The web-to-contact and web-to-lead codes don't seem to work well with Google sites, which can make it difficult to use for someone who isn't particularly familiar with html Very minor cons compared to all the pros this app offers
Christopher Aguilar, on TrustRadius
Insightly Use Cases and Deployment ScopeI am a solo attorney without support staff. I particularly like the Insightly Gizmo that appears at the bottom of my incoming Gmail. It allows me to "touch it once" and make a Task List item when I first read the incoming email. I can then file the email in the client folder and remove it from my inbox. Similarly, I am able to set up a new "Opportunity" or potential new client from the initial email contact from that prospect. Then, I can attach links to the Opportunity to reference the Referrer, the Owner, etc. Also, when I send email to a representative of the potential client, particularly when I have attached documents, I use the unique bcc email address to direct that email to the Opportunity file within Insightly. The same process is true if/when the Opportunity is turned into a "Project" or new client. When a client telephones I can then click on the Project and see the history of our email communication and document delivery.
Pros : The Gmail Gizmo is a differentiating factor for me. Of most importance is the ability to set a Task with a reminder and details to describe what needs to be done.I like the ability to have email that I send to a client linked to that client's contact or Project.The are strengths for Insightly because they are efficient. I am operating without support staff. I chose to avoid hiring employees. Therefore, I replace people with technology. I can manage Tasks, Due dates, Contacts and Client
Cons : The only issue that I have experienced is that occasionally the Gmail gizmo does not appear at the bottom of incoming email. Not sure whether that is an Insightly issue, a Google server issue, or a bandwidth issue at my office. But, it is rare.
John DeLong RT(R) CPHIMS, on TrustRadius
Insightly Use Cases and Deployment ScopeWe utilize Insightly as a sales CRM, and mange our inbound RFI/RFP responses as projects within the system.
Pros : Simple to use.Easy to extend.We really like the simple relationship between Org's, opportunities, and contacts.We find the ability to quickly associate all email activity with a prospect very useful.
Cons : Reporting / Reports - a broader availability of standard reports along with the ability to build custom reports.The ability to review and update multiple opportunities quickly. We are always exporting opportunity data to Excel and manipulating it for monthly or quarterly forecasting, it would be nice to either be able to upload this data back into Insightly, or have a view from within Insightly that allows the user to view data from multiple opportunities at the same time in a simple table vie
Debra Russell, on TrustRadius
Insightly Use Cases and Deployment ScopeI use Insightly to manage my sales process both for my coaching services and for speaking engagements. I use it primarily as a CRM and have created a sales funnel processes. I like that it integrates seamlessly with Google Apps Gmail and that it sends me reminders. I've been unhappy with Gmail by itself as a CRM and Insightly is a good add-on solution.
Pros : Integrates with Gmail. With a click of a button I can add contacts, save emails to that contact, add opportunities and tasks, etc.The ability to link people to other people and organizations is great.I like that I can create a series of tasks and add them with one click to a contact or organization or opportunity.
Cons : I don't like that I can't easily edit the organization. Insightly creates the organization from the email address and that isn't always accurate.I wish I could easily add a person's title to their contact.Some of the navigation isn't intuitive for me.
Stephanie Miles, on Appvita
What we liked:
• Insightly can help small businesses manage large batches of contacts
• Insightly provides both a macro and micro view of a user’s business
• The social media integration feature is useful when trying to research potential business contacts
• Users can track all correspondence by linking their email accounts to Insightly
What we didn’t like:
• Insightly doesn’t allow users to update existing contact records during an import
Craig D. , on G2 Crowd
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