It is a simple and very easy to use. We can keep track or record of call details. Easy and helpfull to find group information also has the option to filter information. Invoice function is superfast . Love to use this software Review collected by and hosted on G2.com.

Log you out if you don't use it for long . Should there be update regarding this

Overall this software is great and helpful .

You can log in back quickly as well though

So in terms of quality its a worth investing money in Review collected by and hosted on G2.com.

Insightly is our main CRM tool in engaging all departments for projects, workloads, we can definitely customize the pipeline tasks, edit as necessary or eliminate which ever is inaapplicable. It is reliable and haven't seen any issues from crashing to latencies. Reliable CRM. Review collected by and hosted on G2.com.

Too basic interface or GUI, I couldn't change the theme of my liking nor the graphical interface. I suppose the dev team should be able to give the option for basic GUI, medium settings, or enhanced view just for an additional touch. Review collected by and hosted on G2.com.

Everything you need in a CRM is all here. From top to bottom, the CRM is organized in such a way that you are able to find anything and everything in a very easy and seamless fashion. Review collected by and hosted on G2.com.

Perhaps its because I have more access with my workplace than others but at first, it was hard to understand the layout. Maybe have some kind of a walkthru to help new people get a grip on what going on? Review collected by and hosted on G2.com.

The service from the Insightly team is great. The tool itself is flexible to adapt to your needs; also, helpful to have Marketing and CRM in the same place. I haven't had much experiences with other CRM tools, though, but so far and after a couple of years of using, complains are minimal. Review collected by and hosted on G2.com.

Not super happy about the fact that you need to pay extra for some of the most interesting integrations (App Connect). In some cases, you may only use 2 or 3, so it's hard to justify the full cost. Review collected by and hosted on G2.com.

Insightly CRM's interface is intuitive / user-friendly, and can be customized independently or with some help from the service team. It helps to manage my pipeline and forecast. Review collected by and hosted on G2.com.

I would like to have the ability to customize more easily without customer success team support for things like a dashboard or other reporting. This may be possible, but as a non-daily user of the platform I just cant invest the time to learn about it. Review collected by and hosted on G2.com.

Insightly scales pretty well. It was/is a great starter CRM for small business with a low barrier to entry and a friendly starting price. It has a clean design with an interface that is easy to pick up. Another good feature is that it plays well with other third-party tools like QuickBooks, MailChimp, etc. Review collected by and hosted on G2.com.

Support is not great. It is a lot of self serve on the web with fairly generic answers to generic questions. Video tutorials are pretty good but, again, they are generic and may not apply to your situation. Insightly has also moved more and more toward higher monetization per client. That means that you will wind up spending significant money as your usage increases, even for the basic CRM. Insightly has also become VERY aggressive in trying to sell/require their Marketing platform as a requirement for CRM. While it is not a requirement, they push it at every turn and in response to just about any support/service question. Paired with that is a heavy push to require a service called a 'Success Plan'. This is a quarterly/yearly service charge with an assigned account manager that is supposed to help you get the most out of your tools. That didn't exist when I originally onboarded Insightly. Back then, they were simply focused on making a great CRM that could be easily right-sized for your business. Now, I've had them tell me to my face that they don't want anyone using the platform without a Success Plan in place. I've actually purchased both the Marketing (3x the annual cost of the CRM) and the Success Plan (about the same as my CRM). The net is that I went from a reasonable cost to 5x cost in the space of a year. The jury is still out on whether the Marketing side is worth it. My experience so far with the Success Plan has been very low value. Each meeting is just me telling them what I am doing and them presenting some new service that I can pay more for. Overall, Insightly is a functional CRM that could really be best in class if they wanted to. Instead, they seem to be losing their way under the banner of higher margins. I have gone from being a strong promoter of Insightly to all my contacts looking for a good platform to being just another user. I don't go out of my way to recommend them anymore. If you are looking, I would suggest you look at Insightly but keep a very open search for other, possibly better, solutions. Review collected by and hosted on G2.com.

It is easy to use, especially if you do not have a tech team to build automation. Review collected by and hosted on G2.com.

The two items I would like to see Insightly address are:

1 - adding a cc: functionality to email automation; we currently have to send separate emails to our internal team that needs to be cc'd on client-facing automated emails.

2 - Reports should be able to be turned into dashboard cards. The 2 live separately in Insightly's functionality Review collected by and hosted on G2.com.

It breaks down your processes step by step. and allows others in your company to view your progress. This is helpful for people just starting out to make sure steps in the process aren't missed. Review collected by and hosted on G2.com.

It isn't initially intuitive to work with, but is easy to learn. Everything makes sense after you understand how the pieces fit together in the program. More available training videos and tutorials would be a great compliment to this. Review collected by and hosted on G2.com.

Being able to filter everything has been a great benefit. Whenever we need to customize something we have a work instructions that shows how to filter something down to what exactly you need. And it works! Review collected by and hosted on G2.com.

The only downside of insightly is when we are trying to export data it is a little difficult. I have moved a few things to google sheets to make it readily available. Review collected by and hosted on G2.com.

How well sorted our projects are within the program. It is very easy to navigate and deal with. The program updates very fast and almost instantly; you see the different task completed. Review collected by and hosted on G2.com.

In order to go back to a report you have to exit out from whatever page you are and pretty much start over to be able to pull same report again. this is also for any other report assigned to me. Review collected by and hosted on G2.com.