Insightly CRM Alternatives & ReviewsUsed by 73% Professionals

Insightly CRM Reviews

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4.1

/5

(Alternatives.co rating)
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Insightly CRM empowers sales teams to develop top-notch customer interactions. It serves organizations of all sizes across a range of industries like consulting, manufacturing, media, technology, professional servies, and others. More than 25,000 enterprises and 1.5 million users employ Insightly to build tailored marketing campaigns and automate business operations.

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Insightly CRM
4.1
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G2
4.2
Top Comments by G2
Positive Comments
  • Clint B.President
    Review
    2.5

    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. 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. The Insightly CRM, like any CRM, provides a repository for all of your Organization, Contact, and Opportunity information. As a small company it allows us a good way to ensure information is not lost or squirreled away in other locations or when someone leaves the company. Insightly is pretty easy to use which means that it is easy to onboard someone and give them a complete look and access to their customers without heavy training.

  • Sam P.Marketing Director
    Review
    0.0

    For smaller firms, this used to be a simple but effective platform that had the features needed to be successful. Being able to get a team up and going, make changes to the system and get data into and out of the system was great. We've been with Insightly for 8 years at this point, I don't think many of the reviews have ever used the product. For us, our usage hasn't changed but our price has tripled and support has been completely removed. The company seems to have focused on building very average marketing tech and making a huge fuss about a product for integration rather than just integrating their base product. I'd not recommend to anyone to use Insightly as a CRM, the costing is about the same as more full featured and supported CRMs with far fewer functions, interoperability and marketing features. Some examples of our frustrations: - During export & reporting, you cannot export opportunity owner names, only email addresses and user ID numbers, making reports more frustrating - Nothing integrates with Insightly, not one single sales enablement, marketing automation, email marketing or advertising platform has a native Insightly integration, it is all custom work - There is no support through the platform, you must sign up to a separate support plan that puts the cost of Insightly beyond Hubspot and Salesforce together - During renewal conversations, our sales rep missed our call, didn't respond to requests for another Save yourself the frustration and get a different platform Fills the basic features of a CRM relatively well, but definitely with limitations outlined above. The system is easy to create new fields and access for our team would be the best things. Hello Sam, Thank you for the honest feedback. Weve shared each of your concerns internally with leadership. Please look forward to a personal message from our Customer Success team. Wed love to connect with you for about 15 minutes to discuss your experience in more detail and help however we can.

  • Stephen C.President, Owner
    Review
    4.0

    a) INTEGRATIONS - The main reason that I subscribed to Insightly was its ability to integrate with Quickbooks. This has eliminated copying errors as well as improved our workflow. I also integrate with Mailchimp. b) WORKFLOWS - Since I am often on the road and taking phone calls, it is great to be able to send emails automatically based on criteria that I have set up as well as set-up tasks. The emails that I send make me look like a genius. a) OVERKILL FOR MY NEEDS - My clients are one-offs. We run an equipment rental company and provide assistance after eye surgery. As a result, there are so many parts of Insightly that I do not use. Because we are emergency-based, leads and ongoing marketing are not needed. Something much more simplified would be better. b) WORKFLOWS - For the most part, I love the workflows. It did take me some time to figure out how to set them up. I've also had trouble triggering updates to the workflows when a date changes which means I have to manually delete a rental (PROJECT) and then re-create it. I am losing time trying to figure this out. a) SCHEDULING - Insightly is helping me manage the delivery and pickup dates of our rental equipment. b) ERROR REDUCTION - To reiterate, integration with Quickbooks is the greatest benefit. There is no other CRM out there that provides this option.

Negative Comments
  • Allison K.Director of Sales and Marketing Operations
    Review
    0.5

    It was a great way to get our feet wet with a CRM. We are a small business <10 people and 2 in our sales force, and weren't using any form of CRM. After vetting a few with trials, I recommended Insightly to our CEO. We gave it a try, and once we realized what we wanted to do with it, we needed to move on to something more robust. If you're looking for a simple CRM to try, check it out for free. There is a lot to dislike about Insightly. First: support. While they were generally timely in their response time, the customer support member could not answer my question, kept answering a question I wasn't asking, and finally just stopped responding to my emails in the open ticket. So I went to their "community help boards." Generally, I found that I was out of luck on their "community help boards." If nothing else, it was a place to find others with whom to commiserate over the terrible product. Insightly lacks a lot of features that are basic in other CRM tools. For example, there is no lead scoring, for the longest time there wasn't bulk updating with a csv file. This is a basic need of anyone who manages sales operations. After many months of asking on a community board with no response, we stopped begging for this feature and switched to Freshsales. The bulk email tool is terrible. There weren't decent metrics to be able to see and follow up with leads who opened our emails. It was difficult to get a read on our ROI with Insightly. Finally, Insightly does not back up its data, and they are totally unhelpful and unwilling to work with you if you need help retrieving your data. In sum, you get what you pay for. Find other businesses like yours who used this software before you sign on. We are a marketing firm and it did not fit the bill for us. We got our feet wet using a CRM and were able to learn what we needed, what we didn't, and what we wanted to achieve with our CRM. It became clear pretty quickly that we needed something more robust than what Insightly provides. It was a lot of work to change CRMs from Insightly to Freshsales, but worth it. With Insightly, it was a stepping stone and we learned a lot, even if it caused us some hindrance to our productivity.

  • Sam P.Marketing Director
    Review
    0.0

    For smaller firms, this used to be a simple but effective platform that had the features needed to be successful. Being able to get a team up and going, make changes to the system and get data into and out of the system was great. We've been with Insightly for 8 years at this point, I don't think many of the reviews have ever used the product. For us, our usage hasn't changed but our price has tripled and support has been completely removed. The company seems to have focused on building very average marketing tech and making a huge fuss about a product for integration rather than just integrating their base product. I'd not recommend to anyone to use Insightly as a CRM, the costing is about the same as more full featured and supported CRMs with far fewer functions, interoperability and marketing features. Some examples of our frustrations: - During export & reporting, you cannot export opportunity owner names, only email addresses and user ID numbers, making reports more frustrating - Nothing integrates with Insightly, not one single sales enablement, marketing automation, email marketing or advertising platform has a native Insightly integration, it is all custom work - There is no support through the platform, you must sign up to a separate support plan that puts the cost of Insightly beyond Hubspot and Salesforce together - During renewal conversations, our sales rep missed our call, didn't respond to requests for another Save yourself the frustration and get a different platform Fills the basic features of a CRM relatively well, but definitely with limitations outlined above. The system is easy to create new fields and access for our team would be the best things. Hello Sam, Thank you for the honest feedback. Weve shared each of your concerns internally with leadership. Please look forward to a personal message from our Customer Success team. Wed love to connect with you for about 15 minutes to discuss your experience in more detail and help however we can.

  • Pete B.President
    Review
    0.0

    The only good thing I can say, and it is the main reason we selected this platform, is that the ability to save emails and files to a specific customer "folder" (they call it an Organization) from within GMail is extremely easy. Once anything is associated with a customer account, it is incredibly difficult to find anything that you've stored. There is no ability to search within the items you've stored for a particular client. The only search capability is global. So, if, for example, you wanted to search for IRS issues experienced by a particular customer, there is no way to do it. You are basically limited to sequential order by date. Even worse, as you are searching by date, there are a limited number of records per page. So if you are searching for an email that happened a couple of years ago, you might have to go several pages back before you find a record that MIGHT be what you are looking for. If it turns out said record is not what you are looking for, when you go back to other records, the system dumps you back to page 1, where you have to again begin looking through every record for the particular bit of information you are searching for. Bottom line: it takes forever to find anything, and forget about searching for something while you are on the phone with a customer! Run away! Once they've got you, switching is incredibly difficult. No easy way to take your data. Just trying to provide a tool that allows our support reps to service their customers efficiently.

GetApp
4.0
Top Comments by GetApp
Positive Comments
  • Natalie H.Executive Office
    Review
    5.0

    Really solving the previous bulky way of handover info by email, this software enables us all to see where projects are at, what needs doing and we do not miss vital tasks or follow ups - this is essential for us and our clients.

  • Juana S.Education Management
    Review
    5.0

    now we can manage all our candidates in the same place, the whole team has acces to the info and the latests updates of each lead

  • victoria c.Education Management
    Review
    5.0

    now we are more organized, we answer our consultations faster because of having everything in the same place!

Negative Comments
  • Cosmin S.Construction
    Review
    1.0

    Execrable customer support when you need it the most. No support whatsoever over the phone to set it up, although I have the paid version but not the most expensive one where the help over the phone is included. The only help is via emails and you get them only during business hours. Very frustrating to spend a lot of time trying to discover what you need to do while you need it right now. Probably that's why they have the non-refund policy. Lesson learned, stay away off the products you can't get support.

  • Anonymous ReviewerEntertainment
    Review
    1.0

    Services were dropped as the time passed / all optional services became additional add-on packages / extremely bad customer service.

  • Nick G.Market Research
    Review
    1.0

    Waste of time and $

Trustradius
4.3
Top Comments by Trustradius
Positive Comments
  • Natalie GuessDirector
    Review
    5.0

    It fits our needs, simply.
    We manage the geospatial Cluster for the Southeast US and a new Marine Cluster came on board in the same region, we recommended that they start using Insightly to manage their contacts and members and they signed up.
    Allows us to manage our member, potential member database, resource partners and contact records. This allows us to easily access contact information for correspondence and management. Instead of having multiple Excel spreadsheets with contact information in columns, our database lives in one easy to access location. One of the features that I particularly love is the fact that Insightly offers a mobile application and I can manage my tasks and contact records on the go! We have no excuse for not logging tasks or communication, it can be managed from virtually anywhere and everywhere. Having a contract with the government requires lots of reporting. Insightly allows for the capability for exporting all tasks for easy reporting solutions. When logging tasks, we can link contacts and business names / organizations with each task reducing the time it would take us to complete reports by more than half! Each year, a survey is sent to each of our members. We often deal with multiple people within a member organization. When a survey goes out, it goes to one main contact within the organization. The problem we were having is that sometimes the person who would receive the survey was not always aware of all the engagement or interaction we had with the organization as a whole. Now, we can run a report on the organization and all contact records associated with it and provide a detailed report on all communication and events attended, meeting had, etc. to that survey point of contact so that they can see the year in review for what we provided their organization. This helps them in completing the survey and in turn helps our survey responses.
    I would really like the capability to run a report on completed tasks by time periods, so having the capability to run searches by date ranges. The ability to recognize duplicates in the database automatically prompting us to merge the contact records and merge the tasks, emails, etc.

  • Michael SierDirector Operations
    Review
    5.0

    API, API, API. We absolutely must be able to get our data in and out via our own means as we use multiple systems. Design interface and Google apps integration. Insightly wins on price, accessibility, look and feel, and speed. It doesn't have a very good iPhone/iPad app. It is barely usable for anything other than finding a clients details - which gets synced via Google apps anyway.
    We are a real estate business, so for us Insightly has all the features we need to manage clients, pipelines, deals and follow ups. I think cost and accessibility are big points; there are many competitors in the hosted CRM space. Integration with Google apps is huge.
    Google apps sync is first class. The ability to have contacts and calendar appointments automatically appear in your phone and email client is second to none. Allowing access to your data via an API. This gives us the ability to generate our own specific reports and create unique webforms. Linking referrers and communication. Nobody in our contact list is without a referrer, and Insightly allows us to create a spiderweb of relationship connections.
    Custom fields are difficult. We'd like the ability to be able to have annual historical fields. E. G. Custom field name and value in 2014, then be able to have the value for 2015 and so on into the future. The only way currently is to create a new custom field for each year. API documentation. It's a good starting point, but there's very little in the way of troubleshooting or sample code. Perhaps more specific error messages could help when there's a data mismatch. Contact list headings and fields. It would be great to be able to select which fields to show in columns and have the columns with headings that are sortable. A big plus would be showing a phone number and the ability to print the list as it looks on screen. Then my reps can print off a list, jump in the car and start calling their hot prospects effectively. Integration with Xero. If we could auto-generate a client invoice from within Insightly, my life would be complete.

  • Steven FigueroaBuyer
    Review
    5.0

    I have actually recommended Insightly to several friends in the furniture industry. Small businesses looking to build a scalable CRM should really consider Insightly. Especially if they are using Google as their Intranet. The level of integration and ease of use make it a seamless transition. This is a great concept for companies who can't afford a custom built Salesforce CRM which could cost thousands and yield the same results.
    I really liked Insightly's ability to capture potential client information that we dictated was most important. Being able to easily adapt to a CRM is crucial as most end users - especially in sales - are not instantly adaptable to new systems. I had the entire sales staff up and running within 2 days with Insightly and placing leads without an issue. I was very impressed with it's Google integration and ability to allow us to save email communication with leads directly into Insightly, so they weren't lost in the myriad of emails we get on a daily basis. Sales associates and management were using this feature instantly. The ability to assign leads to different users, in case someone was on an extended leave, was crucial. Also allowing us to build a follow-up was just awesome.
    I believe Insightly is user friendly to a point. Not being able to disable visible features for users gives them too many options to chose from which means they are easily confused from time to time. I could never find how to setup reminders for follow-up to be automated. This may have been a feature we had to pay for but I would have loved to see this in action. I could not get this iframe properly withing google sites, which would have kept the user from leaving the intranet screen. That would keep things consistent. But not a big issue, just something I wish I could have accomplished.

Negative Comments
  • Paulette RisherChief Programs Officer
    Review
    2.5

    When done in 2014, our requirements analysis included Salesforce, a couple of other CRMs, and Insightly. Our selection criteria included: secure, safe, accessible from anywhere, responsive, expandable, tailor-able, cost-effective, non-proprietary, and maintainable by Still Serving Veterans. Insightly represented the best value for us and we thought it met all of our criteria. Today, with the data safety/security concerns I have, we probably would not choose Insightly again.
    When I found out that our database could not be rolled back to a given point in time, I quit recommending Insightly to others. Prior to that I had been widely touting Insightly as a viable alternative to SalesForce for non-profits and had done several product demonstrations. This awareness of the lack of roll-back/back-up has also caused me to stay with the older user-interface because I am afraid to try to the new one in case it doesn't meet our needs and I wanted to revert to the old one. No matter how much I would like to experiment with the new interface, I cannot put an operational database at risk. I really do not want to abandon Insightly, be we cannot afford to be this vulnerable.
    Insightly can grow as the organization and the organization's needs grow. We started with only 25 custom fields and now have 125. Insightly has proven to be reliable. We only have had a couple of brief periods with the servers were down. The Advanced Reporting capability was a huge step forward. Creating customized reports is a pretty straightforward process. The Tech Support team provides quick response even though I often don't like the answer to my questions.
    Not having a complete roll-back capability i.e., the ability to reset my database to midnight the night before is a huge shortcoming. I don't think customers realize just how vulnerable an organizations data is. My backup system administrator accidentally deleted a custom field and with one keystroke, over 8,000 records were impacted. With over 90 hours of work, we were able to recover only about 80% of the field data and with questionable accuracy. I realize that flat.ly is being touted as a partial fix, but with that backup, all of the custom field names are lost. It is better than having me manually backing up each record type (i.e., Contacts, Contact Notes, Organizations, Organization Notes, etc) into Excel manually, but still not the answer. This really needs to be fixed. Not being able to join tables when doing queries/reports is a real limitation. As an example, I would like to be able to read the notes for contacts/clients who meet specific search criteria i.e., show me all notes for Veteran employment clients serviced by the Huntsville office since 1 January 2018. Lack of a multi-choice drop-down field choice. I believe that this is a marketing/business driven decision, not a technical one as has been suggested on the community page. I should have one question which asks "What Wars?" and let me choose as many as apply rather than having to waste multiple custom fields listing each war OID/OEF/OND? Gulf War? Vietnam? Korea? The rating system for technical support. I would like to be able to distinguish between the rating of the individual tech support provider and the answer. I may be very satisfied with the service and completely dissatisfied with the "party line" answer. I would like to be able to rate both service and answer.

  • Verified User
    Review
    3.0

    Most of the things we looked at were oriented toward Dev Teams but we have that covered. Some were more SFA and some were overly complex. On these criteria Insightly seemed close enough to our needs that we could start using it and watch it evolve. I am happy to give some more detailed feedback regarding needed functionality for a growing platform based startup.
    It seems well suited to straight sales functionality given the limitations mentioned previously.
    The #1 requirement for me was being able to take notes from meetings and calls and research etc. for contacts and schedule follow ups I like the potential to set steps for process oriented tasks which we will have more of as we grow and begin to execute inbound marketing campaigns and events I like the integration with Gmail as we use Gmail to host our company email. However, at the moment we just use the Insightly Widget. As we add more people, I will have someone test out the full integration and determine if it makes sense for us.
    I would really really really like the ability to set Tasks at specific times.... so that phone calls, meetings, to dos etc have times and dates associated with them. I do see you can set a time for an event but an event seems like something rather different to me. I have not been able to get the Android app to work properly but to be fair I have not tried in some time... when I get a chance I will try it again. I think whenever any task is scheduled there is usually something that should follow it so when you check off a completed task it would be good to prompt or have any easy way to add whatever the next action should be at that time so that the interaction won't get lost... in other words, I complete a call and then immediately schedule a follow up call or a meeting that resulted from it or some research that needs to be done, etc. I think they need some work on custom fields so that you can define fields and have them display as you like (set your own template) and filter by them. I am confused by the precise meanings and functions of "Opportunities" and "Projects". I believe that when I looked at them at first I couldn't quite see either of them as meeting our needs although both had some positive attributes. It would be good to have a better way to import lists of contacts while giving them a category like "Lead from Source A for Vertical B" and then migrating them to other categories such as prospect, customer, investor, partner, strategic partner etc.

  • Gary CudworthOn site and Online Sales Counselor for Meadowbrook Builders
    Review
    2.5

    We use Insightly for contact management mainly for eLeads. With Activity sets we are able to automate follow up to some extent especially using canned responses.
    Its good contact management and the activity sets work for follow up.
    Contact management is good Activity sets work very well with gmail canned responses Recording of activity sets and responses works well
    As a busy salesperson in New Home Sales, I don't want to spend my whole day entering data or tracking down hot prospects in a database. I keep returning to my paper follow up binder. Registration cards already filled out by customer, so there's no double entry system, its a living document, that I can quickly access in seconds and engage. I find it difficult to tag and rank prospects quickly in the database. Visually its uninspiring to look at the contacts screen. I think a contact management system with more motivational cues regarding prospects would engage more salespeople. Things like "Wow!! Look at this, you can sell 4 Houses this month!! Keep it up, That's big bucks!!" Crazy, but frankly I know in my industry, most people don't use the provided CRM unless forced to. Simple Big Buttons that say : TOP TEN! or " Still Hot Follow up!". Hook up with a Sales Guru like Jeffrey Gitomer and tailor the program for salespeople. How about sales advice in small bites while you are working. Things like "Here's the best way to follow up...etc. Tips from Jeffrey" Sales training on the go. Most CRM seems like its designed by accountants...or managers who don't understand salespeople, they just want to make sure the salespeople are doing follow up so they can track it. Boring. I like your free entry level Insightly, I just haven't experienced the "Wow I gotta have this" moment yet to upgrade.

Capterra
4.0
Top Comments by Capterra
Comments
  • Anne K.Director Operations
    Review
    4.0

    I think it is a great, affordable product. I'm disappointed in the Customer Care response (or lack thereof). The Customer Support team is great. They can troubleshoot and fix items. Customer Care is required if you are trying to better/best use the product. I think that group needs some work. Anyone customizing the product should be confident that Insightly knows how it will be used for user's business and that may mean more questions upfront, better understanding of a client's business.
    Did not like the web version as much as the local and the local had to sync properly. It's better to be in the web and Insightly affords that ease. People were challenged by using Act in some cases and I think just soured on it so sometimes it's best to start fresh.
    That we could customize. We were able to make this software work for our needs, which were a bit different than how the typical sales team might. We can track our orders and do great reporting. Dashboards are very nice feature. Ability to customize pipelines very helpful and visuals are great. Customer support team is helpful and responsive.
    Integration with our needs was a bit difficult. Our sales person seemed to understand what we needed to accomplish but I don't think the customer care person is as savvy. Customization is great, but if it impacts how you can report items or get most accurate data, user needs to understand that. We got creative in how we used items and where possible, didn't customize, just repurposed so we got the benefit of the connections Insightly makes. In our haste to be up and using, I don't think enough time was spent on that and rework was involved.

  • Matthew S.Head of Client Engagement & Services
    Review
    3.0

    It is relatively intuitive easy to customise, easy to align to specific business needs.
    Effective linkage of the databases that sit behind the product. If i log an activity for a against a contact that is part of an organisation, that activity will not be visible under the organisation. This is a big miss. There needs to be total linkage between all databases that sit within the system. There should be a hierarchy from Organisation to Contact to Project to Opportunity etc etc. This causes significant issues when trying to track client experience. Reporting No reports are drillable - they are simply static reports limiting their use. I constantly find myself needing to export a report to Excel so I can build a pivot table to effectively use it. User interface The user interface is very old fashioned and clunky. This is not just a statement about look and feel. When i create a report i get a list of objects with certain data that changes on a regular basis. So I need to select the item from within the report and change the value. But I cant do this quickly from within the report. I need to click on the item which then loads a separate page for the record. Then I need to click into that record which show all of the fields for the entire record. Then I need to click on the field in question, change it and then save it. I then need to close that page down and go back to the report page and refresh the page before this change is visible. This is a terrible UI and UX for a modern product today that is now significantly behind the the currently expected standard.

  • Enni N.communications coordinator
    Review
    4.0

    My overall experience with Insightly has been good, however, there are other really good CRM softwares that can do the same job or even a better job.
    My previous employer used Insightly
    Insightly offers a wide range of features to manage sales and marketing activities. It is user-friendly and easy to navigate. The software makes it really easy to navigate and track customer information.
    The software is a bit pricey compared to other similar services. In addition, it has some limitations for advanced customizations. Moreover, reports and analytics could be more advanced.

  • Hardik M.Team Leader
    Review
    5.0

    I've been using it for over a year now and it has helped me manage my team's leads, organize events, and keep in touch with my prospects. The ease of use is fantastic, the customer service is amazing, and it's a great tool for any size organization. I would highly recommend this to anyone looking for a new CRM!
    Some more filter option can be improve. There is no way to delete multiple files from each customer record

  • Amanda T.Marketing Associate
    Review
    4.0

    Used it daily to manage customers and projects. Didn't have enough features so we switched to hubspot
    Insigntly didn't have enough features for us and the business grew
    It was an ok product to use before we switched to HubSpot. Helped to manage customers, and projects.
    Couldn't do as much as Hubspot, though the price is very low