Insightly Review | Pricing | Details | Features | Coupons & Offers

Insightly Overview

Insightly Pros & Cons

Pros:

1. User-friendly interface: Insightly offers an intuitive and user-friendly interface, making it easy for users to navigate and access important features without extensive training.
2. Customization: Users can customize fields, layouts, and workflows to match their specific business needs and processes, allowing for greater flexibility and adaptability.
3. Integration: Insightly integrates with a wide range of third-party applications and services, including email marketing platforms, accounting software, project management tools, and more, providing seamless connectivity across your tech stack.
4. Automation: Insightly offers automation features such as workflow automation, email automation, and task automation, helping businesses streamline repetitive tasks and improve efficiency.
5. Project management capabilities: In addition to CRM functionalities, Insightly includes robust project management tools, allowing users to track tasks, milestones, and deadlines, and collaborate with team members effectively.
6. Mobile app: Insightly offers a mobile app for iOS and Android devices, enabling users to access their CRM data, manage contacts, update records, and track activities while on the go.
7. Customer support: Insightly provides various customer support options, including email support, phone support, live chat, knowledge base, and community forums, ensuring users have access to assistance when needed.

Cons:

1. Price: Insightly's pricing plans may be relatively expensive for small businesses or startups, especially if they require advanced features or have a large number of users.
2. Learning curve: While Insightly is user-friendly, mastering all its features and capabilities may require some time and effort, particularly for users new to CRM software or complex business processes.
3. Limited customization in lower-tier plans: Some advanced customization features may only be available in higher-tier plans, limiting customization options for users on lower-tier plans.
4. Reporting limitations: Insightly's reporting capabilities may be somewhat limited compared to other CRM platforms, with fewer built-in report templates and customization options.
5. Data storage limitations: Insightly imposes data storage limitations based on the pricing plan, which may require users to upgrade their plan or manage their data storage carefully to avoid exceeding limits.
6. Email limitations: Insightly's email integration capabilities may not be as robust as dedicated email marketing platforms, limiting its effectiveness for email marketing campaigns.
7. Integration complexities: While Insightly offers a wide range of integrations, setting up and managing integrations may be complex for users without technical expertise, requiring assistance from IT or support resources.

FAQ before buying Insightly

1. What features are included in Insightly's plans?
   • Understand the features available in each plan, such as contact management, pipeline management, project management, reporting, and integrations.
2. How does Insightly handle data security and privacy?
   • Inquire about Insightly's security measures, data encryption practices, compliance certifications, and privacy policies to ensure your data is protected.
3. What is the pricing structure of Insightly?
   • Get clarity on Insightly's pricing tiers, any discounts for annual billing, and potential additional costs for add-on features or additional users.
4. Can Insightly be customized to fit our specific business needs?
   • Learn about Insightly's customization options, including custom fields, layouts, workflows, and branding capabilities to tailor the CRM to your business requirements.
5. Does Insightly provide training and support for users?
   • Inquire about Insightly's training resources, customer support options, response times, and available channels (e.g., email, phone, live chat, knowledge base).
6. What integration options does Insightly offer?
   • Check if Insightly integrates with your existing tools and software systems, such as email marketing platforms, accounting software, project management tools, and others.
7. How easy is it to migrate data to Insightly from our current CRM or systems?
   • Understand the data migration process, potential challenges, and support available for migrating your data from other systems to Insightly.
8. What level of scalability does Insightly offer?
   • Assess Insightly's scalability to accommodate your business growth, including the ability to add users, scale up features, and handle increasing data volumes.
9. Does Insightly offer a free trial or demo?
   • Ask if Insightly provides a free trial or demo period so you can test the platform's features, usability, and suitability for your business before making a purchase decision.
10. What are the terms of service and cancellation policy?
    • Understand the terms of service, cancellation policy, contract length, and any penalties for early termination of your subscription.