Insightly Customer Relationship Management (CRM) and project management is a
leading cloud-based application built for businesses of all sizes. More than
1.5 million users in 200+ countries worldwide, trust Insightly to help grow
their business by managing customer interactions, leads,...
They keep improving
I’ve been using this crm for a while now and although I mostly use the desktop version, iPad and phone apps are on point. I had issues with tasks and projects not deleting/syncing correctly on iPad and mobile versions. I’d see an old project that I know was deleted but for some reason was still appearing. When clicked, it would say “this project is no longer available”. I found simply refreshing fixed this. The gmail integration is especially useful.
Great mobile app- almost better than the pc/web version
1st...i started using insightly a while ago, but the strayed to another CRM- Plan Plus Online. Within a very short period of time I was missing the intuitive, flexible, and well engineered Insightly and switched back. The web version is very good (assuming that you pay some money- not very expensive for what you get, though), but I found the mobile version to be most useful. I down loaded the mobile app to Ipad and iphone. Using phone to enter data is a little clunky, not because of insightly, but because entering data on iphone is clunky...period. Using the Ipad is very easy. Quite honestly, I use the mobile version on the Ipad even more that online version. The only thing I would request is to allow for Native ABC prioritizing for tasks. Right now while insightly does group by priorities (low, normal, high) there is no Native way to order within priority group. However I got around, but putting "A1", "B1", "C1" etc. in front of each task. The tasks are then grouped by priority and also ordered within priority groups. Adds a little more work , but works pretty well. All in al I give Insightly mobile app a thumps up!
The absolute worst CRM I’ve ever worked with
I could go on and on about this CRM, but I’ll be brief to warn those looking for CRM that will help track your tasks and sales cycle. This doesn’t only include the mobile app but Insightly itself. Mobile: Unfortunately, in the real world when you talk to a customer you complete that task, but usually that requires another action-you’re out of luck with Insightly. When you complete a task there is no option for follow up, should be automatic, it’s gone. Know I’m required to complete three additional steps to schedule another follow up-ridiculous! Again, I could go on and on about the very poor design of this app. Website: I will just tell you this be prepared to spend countless hours trying to work with Insightly and design the CRM to fit your needs. This CRM is NOT user friendly AT ALL!!! Again, I’ve been working with a wide variety of CRM’s for over 20 years and this, is without question, the worst I’ve ever worked with. I can assure you I did not select this software and I do not work for another CRM developer. You are warned-be prepared to loose several hours of potential sales trying to be the developer of this software. Horrible!
Finally found THE ONE
I’m new but have been completely impressed with Insightly after trying out at least 10 similar programs. We’re still working on our customizations but at this point, I would say —- this is the one you want!
Could be a 4-star if not for one annoying bug
I choose Insightly after comparing several other CRM tools for my own advisory service. I like it so far. But its mobile tool has this one annoying bug that entering Chinese on iPhone with Ping Ying has the characters strangely multiplied automatically and almost impossible to enter Chinese names or texts on Insightly. Given I use mobile 99% of time and work with contacts if both English names and Chinese names, this is really frustrating. This bug is in the previous version and the new version. Hope Insightly fixes it soon. Then I will rate it as a 4-Star.
Great Mobile Alternative to Desktop
As an outside sales rep having a mobile CRM application that seamlessly syncs with desktop is extremely pertinent. Does it do everything I want? Almost. ...and it gets better with every update! Thanks Insightly!
Great app for medical sales rep
Love the app! I enter tasks and set dates for reminders, etc to keep me organized. Within the organizations you can add notes, tasks, events etc, and even link to other organizations or contacts. I wish I could organize my contacts/organizations by geographic regions on this app, but other than that this app works great!
Mobile App rules (way more than the desktop version)
I really like how easy it is to navigate all the functions of Insightly on the app - VERY intuitive and less cumbersome than the desktop version, especially the search bar it takes me right to the different categories.
We will be living Insightly CRM as soon as we can find a suitable replacement for our needs. We have had terrible experience after the initial sale. Buyer beware. Multiple times we would get a ticket stating the have fixed the issue and it was the first and only contact regarding issues then we would have start the process again. The only time we are served is if we are going spend more money and right back to awful support.
Good Product -Too Expensive
The current monthly fees are a little excessive for my use. I am not a corporation and need to use it only for basic things. I love the accessibility and function. Wish they still had the basic option but they took it away.
So far, so very good!
Very pleased with the intuitive nature of the app and the ease with which features, notes and tasks can be accessed as well as added. So for two months this app has been golden...well done!
Find an alternative
Almost decent app, poor software. Insightly gives 1/5 the space of other CRM offerings at the same or lower price point. The app frequently crashes and does not regularly sync with the cloud version. Overall experience with customer service has also been frustrating. Going with less annoying CRM or batchbooks next project.
The Insightly app is super helpful for managing contacts on the fly. Overall, nice integration. Limitations between the app and the desktop version around power filtering is the only thing I’d change Otherwise terrific
Love this app
I am in BD and I use this every day. It does a great job of keeping all of the information regarding a potential opportunity and takes it home all the way to a project. Great job mobile team!
I have a small company that I operate with my wife. This CRM is very easy to use and super robust. Can do amazing stuff. I recommend it to anyone needing to organize their customers in a while new way. Thank you Insightly.
Yes. Insightly CRM is quiet safe to use but use with caution. This is based on our NLP (Natural language processing) analysis of over 235 User Reviews sourced from the Appstore and the appstore cumulative rating of 4.5/5 . Justuseapp Safety Score for Insightly CRM Is 24.6/100.
Yes. Insightly CRM is legit, but not 100% legit to us. This conclusion was arrived at by running over 235 Insightly CRM User Reviews through our NLP machine learning process to determine if users believe the app is legitimate or not. Based on this, Justuseapp Legitimacy Score for Insightly CRM Is 24.6/100.
Insightly CRM works most of the time. If it is not working for you, we recommend you excersise some patience and retry later or Contact Support.
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