Pros from reviewers
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Easy access to client requests and tracking resolutions: Insightly allows the main support person to easily access client requests and track resolutions effectively, making it a useful tool for customer service
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Integration with Insightly CRM: Insightly Service integrates seamlessly with Insightly CRM, providing a unified platform for managing customer relationships and service requests
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Vendor responsiveness: Users have noted that the vendor is responsive and shows interest in their experience with the service, indicating a commitment to customer satisfaction.
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User-friendly email campaign creation: Insightly offers a user-friendly interface for creating email campaigns, with the ability to use templates or customize your own in less than 5 minutes
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Additional marketing features: Beyond email campaigns, Insightly also offers features like landing pages, forms, and marketing automations, providing a comprehensive suite of tools for marketing efforts
Cons from reviewers
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Poor customer service: Insightly has been criticized for its slow response times and lack of effective support, with some users reporting unresolved issues and unresponsive sales representatives
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Limited functionality: The platform is said to be suitable for basic CRM functions, but for more advanced features, users either need to purchase the Enterprise version or have knowledge of API integrations
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Challenging setup: Some users have found the setup and integration process to be difficult, particularly when it comes to setting up notifications
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Poor design for field service management: Insightly Service has been criticized for its lack of visibility of tasks, absence of a calendar in the Service App or Portal, and inability to initiate Service Invoices
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Not user-friendly: Some users have found Insightly difficult to use and not intuitive, requiring a lot of jumping around. There are also complaints about the lack of free instructional videos on how to set it up or use it efficiently.
Main features
Starting Price
Free Plan
File sharing
Status tracking
See the big picture
Mobile on-the-go
Integrations aplenty
Starting Price
N/A
Free Plan
No
File sharing
Status tracking
See the big picture
Mobile on-the-go
Integrations aplenty
What is Insightly?
How Insightly compare to similar software?
Product
Price
N/A
Free plan
No
Main features
Pros
Cons
Alternatives
Deal
No available deal at the moment
Who is Insightly best for according to our reviewers?
Support Personnel: Those who are responsible for handling client requests and tracking resolutions
Small Business Owners: Individuals who need a user-friendly tool to organize and streamline their work, but may find the setup and customization challenging
Marketers: Users who need to create email campaigns quickly and efficiently, and appreciate the additional features like landing pages, forms, and marketing automations
Long-term Users: Those who have been using Insightly for several years and may be unimpressed with the customer service and slow tech support
Dissatisfied Customers: Users who find Insightly difficult to use, not intuitive, and are unhappy with the poor customer service and high cost for basic support.
Insightly Reviews
4.0
Insightly rating
4.0
Ease of use
4.0
Customer service
4.0
Value for money
3.8
Likelihood to recommend
3.9
Features
13 Insightly Reviews
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Aaron Martinez
Insightly's User-Friendly Interface for Small Business Owners
As a small business owner, I appreciate Insightly's user-friendly interface. It's intuitive and easy to navigate, even for those who aren't tech-savvy
June 30, 2024
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Yvette D
Embracing the Challenge: My Insightful Journey with Insightly CRM
I've found that Insightly offers a unique challenge that really encourages me to think and engage with the software. It's not your typical, run-of-the-mill CRM, and I appreciate the complexity it brings. It's like a puzzle, and I enjoy the process of jumping around to different sections, it keeps me on my toes! While there aren't any free instructional videos, I see this as an opportunity to explore and learn the system on my own. It's a great way to become an expert user and really understand the ins and outs of the software. Yes, they do charge $15 per year for basic support, but I see this as an investment in my business. It's a premium service that ensures I have the help I need when I need it. As a small business owner, I understand the importance of making every dollar count, and I believe Insightly is worth every penny. It may not be the cheapest option, but it's certainly one of the most robust and comprehensive. I've explored other CRM options, but I keep coming back to Insightly. It's unique, challenging, and offers a level of depth that I haven't found elsewhere. I'm a big fan!
June 24, 2024
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Helen Williams
Insightly CRM: Revolutionizing Sales Management.
As a sales manager, Insightly's CRM capabilities have been instrumental in managing customer relationships. The ability to track customer interactions and sales pipelines in one place has significantly improved our sales process
June 18, 2024
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Katherine Smith
Streamlining Recruitment with Insightly: A HR Manager's Perspective
As an HR manager, I used Insightly for recruitment purposes. The ability to manage candidate information and track their application status in one place made the hiring process smoother
June 8, 2024
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Johnny G
Efficient Campaign Management with Insightly: A Marketing Professional's Perspective
As a marketing professional, I found the campaign management feature in Insightly very beneficial. It allowed us to plan, track, and analyze our marketing campaigns all in one place
June 1, 2024
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Ruth Smith
Adventurous Journey with Insightly's Customer Service and Features
I'm having quite an interesting journey with Insightly! Their customer service is a unique experience that keeps me on my toes. My emails have a sense of adventure, they take their time to arrive, adding a dash of suspense to my day. Plus, the search facility is like a treasure hunt, it's not always straightforward but it sure keeps things exciting!
May 25, 2024
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Heather B
Exploring the Benefits and Features of Insightly CRM Platform
Insightly is a great platform for basic CRM functions! If you're looking to explore more advanced features, they offer an Enterprise version and even provide the option for API integrations. I've come across a few bugs, but their support team is always there to help. Yes, it might take 3-5 days to resolve a ticket, but it's worth the wait considering the quality of solutions they provide. I'd recommend investing your time and money in Insightly, it's a learning curve that's definitely worth it!
May 20, 2024
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Matthew S
Streamlining Workflow and Boosting Productivity with Task Assignment and Real-Time Tracking
it streamlined our workflow and increased productivity. The ability to assign tasks to team members and track their progress in real time was a game changer
May 11, 2024
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Karen Williams
Nine Years with Insightly: A User's Perspective on Growth and Development
I've been a loyal user of Insightly for 9 years and recently decided to upgrade my subscription. I've had the opportunity to interact with their sales representative who, although still learning, was eager to assist. Their tech support, while not the fastest, has been diligently working on a minor bug I reported over a month ago. I believe the company is in a phase of growth and development, constantly striving to improve and enhance their product.
May 6, 2024
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Theresa B
Insightly: A Misfit for Field Service Companies!
I needed a tool to better organize and streamline my boiler service technicians' work and tried Insightly. However, I found it challenging to use it in a user-friendly and effective manner. Despite already using Insightly CRM, Insightly Service couldn't meet my needs for managing my field service group. The design was poor, with no visibility of tasks assigned to each ticket for the Service Administrator, no calendar in the Service App or Portal, and no way to initiate Service Invoices. It also didn't help in differentiating between customers with service contracts.
April 29, 2024
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Alden G
User-friendly CRM featuring Email Campaigns & Marketing Automations
I find Insightly very user-friendly and creating email campaigns with the templates or customizing my own takes less than 5 minutes. It also offers features like landing pages, forms, marketing automations and much more.
April 20, 2024
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Eric Smith
Efficient Integration: Insightly with Google Workspace and Microsoft 365
As an operations manager, the integration of Insightly with other software like Google Workspace and Microsoft 365 has made our processes more efficient. We can now easily share information across platforms
April 16, 2024
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Theresa J
Insightly's Task Management: A Project Manager's Perspective
As a project manager, I found Insightly's task management feature incredibly useful
April 13, 2024