Insightly CRM Reviews & Product Details
Popular among small to medium sized enterprises, Insightly is a SassS-based CRM platform with 1.5 million users globally. Users rely on the solution to manage customer data in a central platform, manage and nurture customer relationships, boost sales, and deliver projects in a timely manner. The platform works seamlessly well with Gmail and Outlook plugins and supports multiple integrations with numerous systems.
| Capabilities |
|
|---|---|
| Segment |
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| Deployment | Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone |
| Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
| Training | Documentation |
| Languages | English |
Insightly CRM Pros and Cons
- Compatible with Android and iOS devices
- Visual dashboards for tracking important metrics
- Data integrity, security, and regulatory compliance
- Highly flexible appointments, calendaring, and events
- Automated tracking and updates
- No live chat support
- Only available in one language
Nothing special, it s a CRM like many others.
BIG DISAPPOINTMENT ! We chose Insightly because of the multi currency capabilities. So it does indeed allow you to use multiple currencies. BUT...the conversion doesn't work and as a result all the reports are aggregating the amounts, regardless of the currency. To fix this, INSIGHTLY is proposing a costly development and asking us to take a higher plan for more users. ABSOLUTELY SHAMELESS !
We are using it as a regular CRM to basically record any event with our clients
The UI is simple and acts as a basic CRM
Mapping fields is not straightforward, and often times the field is lost upon conversion from lead to opportunity.
Tracking leads, opportunities, deal size, and pipeline stage.
I liked that the initial set up was easy.
After about six months my storage was full. The reports I needed were never generated because they were too complicated for me but yet the rep always said here look I can do it just drag & drop but no that didn’t work. Scheduling another (I had 4!) session annoyed me and I found a manual work around. Just all and all misleading. I had an opportunity to use any software and choose insightly. Big mistake and we won’t renew.
I stopped using it when my storage filled up after just a few months.
the opportunity to use it free before paying for it
I started the set up it was time intense so only put a small amount of information in and then stopped using it
organize potential customers
For the price, it at first appears that it's a pretty robust system. However, their support is terrible. Did you know that they do not allow phone calls? Try using e-mail for a complex problem and you spend hours going back and forth when a phone call would resolve it in 15 minutes. I hate companies that do that. I won't purchase it again after the subscription runs out.
Insightly's customer support is terrible. Did you know that they do not allow phone calls? Try using e-mail for a complex problem and you spend hours going back and forth when a phone call would resolve it in 15 minutes. I hate companies that do that. I won't purchase it again after the subscription runs out.
I've had issues importing files. We still don't have it resolved and I'm skeptical that we ever will since we're e-mailing back and forth. One would think that they would realize it takes LESS time to solve via a phone call than bouncing e-mails back and forth.
I like the interface for key contacts and tasks
The support model is just terrible. Email support ONLY where as a paying customer youre lucky if you get a response once every 10 days. Syncing with Exchange 2010 doesnt work properly Reporting is hideous and amateurish and there are no custom reports available.
Simple CRM, the ability to track actions against key customers, sync tasks with outlook and exchange and have my team be able to share contacts