Insightly CRM

Name: Insightly CRM
Rating: 4.3 (289 reviews)
Author: Insightly

Business

Free · Designed for iPad. Not verified for macOS.

289 Ratings
Age Rating

4+
Years
Category

Business
Developer

Insightly
Language

EN
English
Size

104.3
MB

Choose the flexible CRM for fast-growing companies. Insightly Customer Relationship Management (CRM) and project management is a modern, cloud-based platform built for scaling businesses. Growing teams rely on Insightly to manage customer relationships, leads, sales opportunities, marketing campaigns, and projects in one unified system. Automatically score leads, send timely follow-up, and track every stage of your pipeline with confidence. The Insightly platform is flexible, customizable, and accessible via web browser and mobile app, helping teams stay productive and turn more leads into sales.

Ratings & Reviews

4.3

out of 5

289 Ratings

Great mobile app- almost better than the pc/web version
07/25/2017
sw100
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!
Great mobile app- almost better than the pc/web version
07/25/2017
sw100

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!
Watch out for their auto renewal policy!!!!
06/28/2021
mrbrindi
I was a subscriber for 3 years and no longer had a need for their service. Overall the user interface is decent and it was easy to upload or download data from their CRM. My biggest gripe with them is the way they handle their auto renewals payments. To make it easy to handle the annual renewal I provided my credit card info. Big mistake! Prior to the membership expiring, I knew I wasn’t going to renew my membership so I did not update my credit card info that expired several months before the actual renewal was due. On the day the subscription expired, I noticed a charge for the entire annual renewal fee. So even if you have expired credit card info in their system, they will somehow find your updated credit card info and charge your card. If this is how they run their business, I’m glad I stopped using them. Like many tech companies they don’t want to invest in a customer phone line so I had to resolve my issue via email which they agreed to reimburse me but in a very, “we’re doing you a favor” tone. If this is part of their term and conditions, then run the other way. By the way, if they charge your card, there are no refunds either even on a pro rated basis for the annual membership. DON’T USE THEM UNTIL YOU READ THE FINE PRINT ON THEIR CANCELLATION POLICY.
Watch out for their auto renewal policy!!!!
06/28/2021
mrbrindi

I was a subscriber for 3 years and no longer had a need for their service. Overall the user interface is decent and it was easy to upload or download data from their CRM. My biggest gripe with them is the way they handle their auto renewals payments. To make it easy to handle the annual renewal I provided my credit card info. Big mistake! Prior to the membership expiring, I knew I wasn’t going to renew my membership so I did not update my credit card info that expired several months before the actual renewal was due. On the day the subscription expired, I noticed a charge for the entire annual renewal fee. So even if you have expired credit card info in their system, they will somehow find your updated credit card info and charge your card. If this is how they run their business, I’m glad I stopped using them. Like many tech companies they don’t want to invest in a customer phone line so I had to resolve my issue via email which they agreed to reimburse me but in a very, “we’re doing you a favor” tone. If this is part of their term and conditions, then run the other way. By the way, if they charge your card, there are no refunds either even on a pro rated basis for the annual membership. DON’T USE THEM UNTIL YOU READ THE FINE PRINT ON THEIR CANCELLATION POLICY.
Im back!
01/07/2020
tommunds
I’m pretty busy and I am a one-man band and it took me more than six months to set up Insightly with Contacts and learning how to use the program. I began in 2014 and only because of duplicity and placing my information into locations I decided to stop using Insightly. Here I am in 2020, and since 2014 I have thought about what I wanted in a CRM that’s better than unsightly is and even tried several of them and none of them measured up and that was back in 2014. As you may or may not know a lot of work has been done since 2014 and I was really surprised at how much work they were actually done to make the program even better. I can’t really afford the current rate to utilize the program (since they dropped the 15/mo option) but I am hoping my increased effectiveness will be more than worth it and will be a more than fair sacrifice! I am very pleased that I am back and plan to use the program fully. Thank you INSIGHTLY!
Im back!
01/07/2020
tommunds

I’m pretty busy and I am a one-man band and it took me more than six months to set up Insightly with Contacts and learning how to use the program. I began in 2014 and only because of duplicity and placing my information into locations I decided to stop using Insightly. Here I am in 2020, and since 2014 I have thought about what I wanted in a CRM that’s better than unsightly is and even tried several of them and none of them measured up and that was back in 2014. As you may or may not know a lot of work has been done since 2014 and I was really surprised at how much work they were actually done to make the program even better. I can’t really afford the current rate to utilize the program (since they dropped the 15/mo option) but I am hoping my increased effectiveness will be more than worth it and will be a more than fair sacrifice! I am very pleased that I am back and plan to use the program fully. Thank you INSIGHTLY!
Emailed my data to a competitor
08/05/2017
Xxcxmdj
About a month ago I switched companies within the same industry and promptly changed my email in Insightly, as my old email is still owned by my old company, now an embittered competitor.When I entered the system and requested to export my client data, without any verification at all I received a notification that MY DATA WAS BEING EMAILED to my old email address - which is CONTROLLED AND MONITORED by a now-competing company.There was NO way to abort this email.I submitted a support ticket with my new email and received a notification that the TICKET WAS AUTOMATICALLY CLOSED because they didn't think I had a PAID account. I do but the email address they still for some reason associate that account with didn't match my new one. Obviously I can't use the old one as the response would simply go to a competing company as did all the sensitive information I foolishly entrusted this shady company with.I found a number to call them (this could only be located by logging out of the website and going to their front page as a prospect) and selected the prompts for support, only to have an AUTOMATED MESSAGE TELL ME TO SUBMIT AN ONLINE TICKET AND HANG UP ON ME. This was for paid support mind you.No salesperson who invests time and money in a CRM would treat their customers this way so why does a company SELLING a CRM make itself inaccessible to clients? By not caring enough to be available to their customers this company has hurt my business to a degree I may never know.

Developer Response
Hi, sorry for the inconvenience. If you could contact me at reviews@insight.ly, I would be more than happy to assist you.
Emailed my data to a competitor
08/05/2017
Xxcxmdj

About a month ago I switched companies within the same industry and promptly changed my email in Insightly, as my old email is still owned by my old company, now an embittered competitor.When I entered the system and requested to export my client data, without any verification at all I received a notification that MY DATA WAS BEING EMAILED to my old email address - which is CONTROLLED AND MONITORED by a now-competing company.There was NO way to abort this email.I submitted a support ticket with my new email and received a notification that the TICKET WAS AUTOMATICALLY CLOSED because they didn't think I had a PAID account. I do but the email address they still for some reason associate that account with didn't match my new one. Obviously I can't use the old one as the response would simply go to a competing company as did all the sensitive information I foolishly entrusted this shady company with.I found a number to call them (this could only be located by logging out of the website and going to their front page as a prospect) and selected the prompts for support, only to have an AUTOMATED MESSAGE TELL ME TO SUBMIT AN ONLINE TICKET AND HANG UP ON ME. This was for paid support mind you.No salesperson who invests time and money in a CRM would treat their customers this way so why does a company SELLING a CRM make itself inaccessible to clients? By not caring enough to be available to their customers this company has hurt my business to a degree I may never know.
Developer Response 08/07/2017
Hi, sorry for the inconvenience. If you could contact me at reviews@insight.ly, I would be more than happy to assist you.

Bug fixes and performance improvements

Version 5.0.1 5d ago

Data Linked to You

The following data may be collected and linked to your identity:
- Contact Info
- Identifiers
- Usage Data
- Diagnostics
Data Not Linked to You

The following data may be collected but it is not linked to your identity:
- Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

Information

Seller: Insightly Inc
Size: 104.3 MB
Category: Business
Compatibility: Requires iOS 15.0 or later.

iPhone
Requires iOS 15.0 or later.

iPad
Requires iPadOS 15.0 or later.

iPod touch
Requires iOS 15.0 or later.

Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.

Apple Vision
Requires visionOS 1.0 or later.
Languages: English
Age Rating: 4+

4+

Learn More

Developer Website

Privacy Policy

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Insightly CRM

Ratings & Reviews

Great mobile app- almost better than the pc/web version

Watch out for their auto renewal policy!!!!

Im back!

Emailed my data to a competitor

What’s New

App Privacy

Data Linked to You

Data Not Linked to You

Accessibility

Information

More by Insightly

Insightly Service

You Might Also Like

Capsule CRM

Freshsales

Copper CRM

Nutshell – Small Business CRM

OnePageCRM - Simple CRM System

Zendesk Sell

Salesmate – Sales CRM

Sage Sales Management

SugarCRM

Cloze Relationship Management