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!
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.
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!
Pretty good to follow activities and to get client info while on the road. I spoke too soon. It isn’t the web platform but it does a decent job of serving up the information we need. ______________ The web interface is robust. The app really isn’t. I can’t see the point in using a stripped down version of the great web platform when it works so well in Chrome on my iPad. We’re fans of Insightly but the apps are bad, unnecessarily limited, and shadow of what the platform really provides. Oh well.
I’ve been using Insightly for +3 years now and am seriously shopping for a good project manager which I need more than a CRM. Insightly seems to be a CRM first and the project mgt is an after thought. I also find Insightly very buggy. I have odd issues were all the data appears to be entered correctly but not showing up in queries correctly. So I’m working diligently to drop Insightly partially because of this apps poor functionality on the project mgt side. All projects I’ve ever worked on show up and not just current ones. To me it is far from intuitive and I can’t filter project types. I find it very frustrating and confusing to use and doesn’t work at all when not online like Omni focus or other app I’ve used to. Looking seriously at Mondays and Trello.
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!
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.
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.
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!
I have been attempting to get our information deleted so we can start from scratch. We had a paid account and dropped the CRM at one point. We are wanting to make it our CRM and upgrade out plan but it is impossible to get someone on the phone or a response to a support ticket. I have tried everything and no one ever gets back with me or responds to my support ticket. Now I just get an email that says my support ticket is closed because I don’t have a paid account but it won’t let me upgrade my account or delete my information myself.
Insightly is a good CRM. Several months again the iPhone app started crashing. I did all the trouble shooting I could. Clean install update app and phone software, but every time I alter the date or make a simple adjustment to a task, the app crashes. The development team can’t reproduce it, so the issue has been on the back burner for months without any resolution. Hoping for aun update to fix this… someday…
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!
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.
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.
I love insightly. The web app helps me get a lot done. The iOS app is good to it has seen some great new features added recently like organizing tasks by date and compact mode like the web version! Great job. There are still some annoying bugs though. I can’t access the settings, every time I click on the settings while app freezes. Please keep up the good work! I am hopeful that the insightly team will make the iOS app better!
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!
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
There is no support for this desktop app on Mac. It functions nothing like on the web. I'm not even sure why they made this available as a download for Macs if they weren't going to build it properly or offer support for it. Do yourself a favor and use Monday. Better platform and actual Mac support.
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.
I used to like this app to keep an eye on workflows when out of the office. I could see recent activity on the home screen and my task list showed related organizations. The recent update destroyed every useful thing making the app completely unusable for even the simplest tasks. Whoever thought this was an improvement should be fired.
According to the initial permission asked for at the outset before you’re even allowed into the app you have to agree to allow people you have no clue who they are and what their motives might be full, unfettered access to your email-you have got to be joking-thanks and not a chance
We have used Insightly for almost two years. Let’s just say there support is non-existent. It doesn’t work ever remotely. Have lost data while inputting countless times. If you are serious about using and integrating a CRM. Go somewhere else!
I have been using Insightly for roughly 2 years now and looking to make a change. Serious issues that doesn’t get resolved. Upgraded our software package to use Dashboards only to find out its not ready on the Mobile App. Today’s world of Smartphones and your Mobil app doesn’t work? Large email groups don’t work as described. Mobile App duplicates all you contacts then deletes all of them. Contacts jump into organizations they don’t belong to.
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, sales opportunities and projects. The Insightly platform is flexible, customizable and accessible via web browser and mobile app. The Insightly CRM app is free and works in tandem with the Insightly CRM web application, so that your team has all key customer information on the go. Insightly CRM is recommended by PC Magazine, Entrepreneur Magazine, G2 Crowd, TrustRadius, & others. Features / benefits: * Add new contacts on the fly, scan business cards or import them from your device’s address book * Access task lists to see what’s upcoming and overdue. Complete tasks or assign follow up tasks immediately after a meeting. * Review opportunity notes to get prepared for a meeting. Update sales opportunities from the field. And, when a deal is closed - mark it as won in a few taps. * Save time by adding voice memos to leads and opportunities so everyone can be up-to-date on the progress. * Receive notifications for example when a lead gets assigned, reps can receive push notifications. * Create projects and assign tasks to your team from your smartphone. See how a project is developing to have answers ready for your customers and, more importantly, be prepared for upsell opportunities.