Insightly Service Pros and Cons: Top Advantages and Disadvantages

Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users find the ease of use of Insightly Service exceptional, making customer relationship management effortless and efficient. (1 mentions)

Users find Insightly Service to be easy to use with a wide range of features for effective customer relationship management. (1 mentions)

Users experience time delays when managing large datasets, which can disrupt their workflow in Insightly Service. (1 mentions)

Top Pros or Advantages of Insightly Service

1. Ease of Use

Users find the ease of use of Insightly Service exceptional, making customer relationship management effortless and efficient.

See 1 mentions

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Verified User

Small-Business (50 or fewer emp.)

4.5/5

"It’s helps businesses manage sales marketing I"

What do you like about Insightly Service?

It’s easy to use and has a wide range of features it’s great tool for managing customer relationships and keeping track

2. Features

Users find Insightly Service to be easy to use with a wide range of features for effective customer relationship management.

See 1 mentions

See Related User Reviews

Verified User

Small-Business (50 or fewer emp.)

4.5/5

"It’s helps businesses manage sales marketing I"

What do you like about Insightly Service?

It’s easy to use and has a wide range of features it’s great tool for managing customer relationships and keeping track

Top Cons or Disadvantages of Insightly Service

1. Time Delays

Users experience time delays when managing large datasets, which can disrupt their workflow in Insightly Service.

See 1 mentions

See Related User Reviews

Verified User

Small-Business (50 or fewer emp.)

4.5/5

"It’s helps businesses manage sales marketing I"

What do you dislike about Insightly Service?

It’s slow at times especially when dealing with large amounts of data

Top-Rated Alternatives

Zendesk for Customer Service

4.3/5(7,126)

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Kathy M.

Client and Community Liaison

Small-Business (50 or fewer emp.)

Originally submitted 12/19/2023

"Insightly is more than Customer Service"

5/5

What do you like best about Insightly Service?

The best thing we have found about using Insightly is the ability to remind us when to re-connect with our clients. We have found this so beneficial for our follow-up program. I have to mention the wonderful customer support we receive from Insightly. Anytime we need to figure out an issue all we have to do is contact them. They have set up trainings, responded quickly and assisted with any questions. Review collected by and hosted on G2.com.

What do you dislike about Insightly Service?

The downside of using Insightly is learning ALL of the things it can do! There are so many features that we have not mastered all the possibilities. Review collected by and hosted on G2.com.

What problems is Insightly Service solving and how is that benefiting you?

Insightly has helped us with follow up with our clients who have left residential substance abuse treatment. We are able to keep a continuous contact schedule to keep them 'connected' and remain in recovery. We are able to keep all the pertinent information on them we need, keep all contact notes, keep track of them in the 'pipeline' towards the goal of a year in sobriety. Review collected by and hosted on G2.com.

janus a.

Virtual Assistant

Publishing

Small-Business (50 or fewer emp.)

4/10/2024

"Insightly Review"

4.5/5

What do you like best about Insightly Service?

The tool is user friendly. It's also easy to understand and use. Review collected by and hosted on G2.com.

What do you dislike about Insightly Service?

Probably the customer service? Maybe it was just bad timing on my part. Review collected by and hosted on G2.com.

Manan S.

Business Analyst

Mid-Market (51-1000 emp.)

8/21/2023

"Unveiling efficiency and insights"

4.5/5

What do you like best about Insightly Service?

In this insightly are combines CRM and project management functionalities in one platform. This will help for our business that want to streamline their processes and have a centralized system for managing customer relationships. It often offers customization options, allowing businesses to tailor the software to their specific needs. Review collected by and hosted on G2.com.

What do you dislike about Insightly Service?

This software interface updates can sometimes lead to confusion to relearn certain aspects of the platform. While it will give us a mobile app, we found that the app's functionality is not as robust as the desktop version. Review collected by and hosted on G2.com.

What problems is Insightly Service solving and how is that benefiting you?

Sometimes we often struggle with maintaining accurate and organized customer data while Insightly's CRM capabilities will allow us to centralize and manage customer information, communications history, helping our business build stronger relationships. When we create some reports manually, Insightly's reporting and analytics features enable us to generate data-driven insights and reports. Review collected by and hosted on G2.com.

Aayush S.

Video Editor

Small-Business (50 or fewer emp.)

12/12/2023

"Insightly Service is helpful for the businessess to solve issues."

4.5/5

What do you like best about Insightly Service?

In a project planning and soliciting clients straightforwardly, we can track the relationship between clients and customers. Review collected by and hosted on G2.com.

What do you dislike about Insightly Service?

I have an issue with the data and security because two-factor verification is not available after the enterprise level, Enough of a reason on its own to seek alternatives. Review collected by and hosted on G2.com.

Joanna L.

Small-Business (50 or fewer emp.)

8/18/2023

"A User's Perspective on Insightly's CRM"

4.5/5

What do you like best about Insightly Service?

Insightly Service's user-friendly interface, integrated CRM and project management, and efficient automation stand out as valuable features. User-friendly design. Review collected by and hosted on G2.com.

What do you dislike about Insightly Service?

Some users have found the extensive features and customization options of Insightly overwhelming, while others have desired more advanced functionalities and integrations. Review collected by and hosted on G2.com.

What problems is Insightly Service solving and how is that benefiting you?

Insightly Service aims to address challenges related to efficient customer relationship management and project management by providing a unified platform for organizing contacts, sales processes, tasks, and projects, resulting in streamlined workflows, improved communication tracking, and enhanced collaboration, which can lead to increased productivity and better customer relationships. Review collected by and hosted on G2.com.

Viswajit N.

Senior Data Engineer

Enterprise (> 1000 emp.)

12/19/2023

"product review of insightly service"

4.5/5

What do you like best about Insightly Service?

User-Friendly Interface.

Integration Options

Project Management.

Customization

Mobile Accessibility. Review collected by and hosted on G2.com.

What do you dislike about Insightly Service?

Limited Advanced Features.

Scalability Challenges.

Customer Support.

Learning Curve for Advanced Features. Review collected by and hosted on G2.com.

Abhishek A.

Credit Risk Analyst

Enterprise (> 1000 emp.)

12/18/2023

"Amazing features and High Standards in Customer Service Software"

5/5

What do you like best about Insightly Service?

Solve customer challenges and solve tickets faster in a glance. Review collected by and hosted on G2.com.

What do you dislike about Insightly Service?

Nothing as much. No so much in dislike but the liking features are more. Review collected by and hosted on G2.com.

Sirmena A.

Regional Sales Manager - UK&I, Middle East & Africa - Inside Sales

Mid-Market (51-1000 emp.)

12/12/2023

"Couldnt be better"

5/5

What do you like best about Insightly Service?

Easy to use and simple. Great interface, makes it efficient and seamless Review collected by and hosted on G2.com.

What do you dislike about Insightly Service?

There are times that it takes a while to load which can be frustrating Review collected by and hosted on G2.com.

Vinod K.

Technical Specialist

Mid-Market (51-1000 emp.)

12/12/2023

"Customer data in one place"

4.5/5

What do you like best about Insightly Service?

Crm used to keep customer data in one place. Sales team can establish strong relationship and also manager can monitor employees work Review collected by and hosted on G2.com.

What do you dislike about Insightly Service?

Nothings specific i like the product to the core Review collected by and hosted on G2.com.

Tiana Marie D.

Mid-Market (51-1000 emp.)

10/10/2023

"Great for project management"

5/5

What do you like best about Insightly Service?

Insightly is great with organizing communications with clients and updating notes on the clients Review collected by and hosted on G2.com.

What do you dislike about Insightly Service?

For all of my projects it doesnt give a view of how many they are all named but i would like if ther is numbers by them without having to manually count. Review collected by and hosted on G2.com.