9.3
Spot Score
Streamline your sales and marketing efforts.
Add to compare
Starts from $29/User/Month
Insightly CRM stands out as a user-friendly and customizable platform for businesses aiming to improve sales processes and centralize customer data. Its strengths lie in its adaptability to various organizational needs, offering features such as pipeline tracking, task automation, and contact management. Users appreciate its ability to seamlessly integrate with ...Read more
Insightly helps manage contacts, leads, deals, and opportunities, offering a unified platform for sales and marketing teams.
The built-in real-time messaging feature makes collaboration easy, keeping teams aligned on deals and client communications.
Insightly syncs with Outlook and Gmail, simplifying the process of organizing contacts and tracking communications.
The intuitive interface makes it easy for teams to adapt quickly and start using the platform effectively.
While useful for basic CRM tasks, Insightly's reporting tools could be more robust for advanced analytics.
The mobile app doesn't offer the same range of features as the desktop version, which could limit productivity on the go.
Log in Required to View Reviews
Filter results
Sort by :
Showing 211-220 out of 876
DJ
Deepak J
03/01/22
"Very Useful for Sales"
What do you like best about Insightly CRM? I can enter all my leads. Create opportunities and have 90 days, 60 days, 30 days pipeline. Also, my boss can keep a tab on my progress and this becomes like a regular reporting. What do you dislike about Insightly CRM? I have to login again even when I keep Insightly open on one of my browser tabs. Recommendations to others considering Insightly CRM: I highly recommend Insightly CRM to those who mainly sell and get lot of leads through their ...
Read more
BP
Brittiny P
03/01/22
"Awesome Customer Management Tool"
What do you like best about Insightly CRM? Insightly Dashboards & Reports are used in my team's daily workflow. They are reference points to check the status of key accounts (projects). The reports can be sent by email which allows my team to stay on track with key metrics. What do you dislike about Insightly CRM? The search feature in Insightly could be improved. It can be difficult to find an account (project) if you haven't already searched the project before. We've given this feedback ...
Read more
SL
Stian L
03/01/22
"A user friendly and effective CRM system"
What do you like best about Insightly CRM? The graphical user interface, the dashboards and report are really useful. So is the filter list views and the relation between objects. The GUI is customisable, which is truly useful as well :-) What do you dislike about Insightly CRM? There is one major drawback of the system, and that is the fact that in any kind of logic (including queries for dashboard cards, filtered lists, and reports), there doesn't seem to be any way of making a query by ...
Read more
RS
Roger S
03/01/22
"Insightly CRM"
What do you like best about Insightly CRM? Insightly CRM allows the company to integrate other apps with ease. The savings over more expensive CRM systems and paying a developer are great. What do you dislike about Insightly CRM? Reports are a little difficult but not too bad. What problems is Insightly CRM solving and how is that benefiting you? We are able to follow our customers and their specific projects with little effort. Using a CRM like this one means that each customer record ...
Read more
AU
Anonymous User
02/28/22
"Insightly Review"
What do you like best about Insightly CRM? Visually, it looks great and less cumbersome than other CRMs. What do you dislike about Insightly CRM? It does not have enough fields for certain things, it's hard to keep track of notes, and it creates duplicates too easily. It also doesn't integrate with many other software. Recommendations to others considering Insightly CRM: Watch all their training videos. What problems is Insightly CRM solving and how is that benefiting you? Insightly was ...
Read more
AU
Anonymous User
02/09/22
"Inslightly"
What do you like best about Insightly CRM? So far, Insighly is easy to upload information. What do you dislike about Insightly CRM? It can be a bit confusing as to where certain customer lists are found. What problems is Insightly CRM solving and how is that benefiting you? Keeping my contacts/prospects in one place.
BH
Bernhard H
02/03/22
"Works well but requires a lot of discipline to get the value"
What do you like best about Insightly CRM? All in one place CRM and easy to pass on leads back and forth between team members. What do you dislike about Insightly CRM? Some fo the screens are a bit clunky, and I found it hard to use as a simple task list for this is what I need to do today What problems is Insightly CRM solving and how is that benefiting you? I was using an excel spreadsheet which worked fine for just me, but as my team grew we needed to have a more robust system.
DJ
David J
01/28/22
"Easy and efficient"
What do you like best about Insightly CRM? Was Super easy to use and customize we've really been able to tweak this program to meet our needs it enables multiple divisions of our company to have this ability What do you dislike about Insightly CRM? There is little to none Worth mentioning when talking about what you could possibly dislike of this program perhaps if I had to choose something to say it would be there isn't anything that I Dislike Recommendations to others considering ...
Read more
AU
Anonymous User
01/26/22
"Worst CRM you could possible use!!!"
What do you like best about Insightly CRM? Nothing. Worst customer service I have ever encountered in my life. I wouldn't recommend this to a single person. What do you dislike about Insightly CRM? The customer support. There is 0. Our account expired earlier this month and I lost all data that was housed in this CRM for over 5 years. I have been calling for 3 days straight up to 14 times a day without a single response. When I submit a support ticket, it is automatically deleted. What ...
Read more
AU
Anonymous User
01/20/22
"User friendly CRM that allows us to keep tabs on our projects through all stages of the pipeline."
What do you like best about Insightly CRM? There are many ways to search for information and data that we have gathered from our leads. What do you dislike about Insightly CRM? Sometimes I have to scroll through the results of searches to find the correct record. Recommendations to others considering Insightly CRM: Can't think of anything, unable to take and save screenshot What problems is Insightly CRM solving and how is that benefiting you? We've been able to keep reliable records for ...
Read more
