Mediocre & Painful to Use
This app for iOS is mediocre at best, with some core functionality being broken or hard to use.
The UI has never been great—on the website or on the app—but specifically on iOS, a more recent update has rendered the “Linked Email Address” for an Opportunity invisible(?) and virtually unusable when mobile. This was a very core functionality to my workflow in order to associate emails sent & received to the Opportunity.
Additionally, the search feature is difficult to navigate. Specifically, if I am viewing only my open opportunities, and then try to search within those, the search results will produce every opportunity for my organization, regardless of record owner or opportunity state/status. Combined with that, longer opportunity titles are cutoff, so you can’t see the full opportunity name when trying to filter through the already long list of opportunities, just to try to find the specific one you’re looking for.
This app is painful and time consuming to use. Most often, I just wait until I’m back at my computer to make updates.
The UI has never been great—on the website or on the app—but specifically on iOS, a more recent update has rendered the “Linked Email Address” for an Opportunity invisible(?) and virtually unusable when mobile. This was a very core functionality to my workflow in order to associate emails sent & received to the Opportunity.
Additionally, the search feature is difficult to navigate. Specifically, if I am viewing only my open opportunities, and then try to search within those, the search results will produce every opportunity for my organization, regardless of record owner or opportunity state/status. Combined with that, longer opportunity titles are cutoff, so you can’t see the full opportunity name when trying to filter through the already long list of opportunities, just to try to find the specific one you’re looking for.
This app is painful and time consuming to use. Most often, I just wait until I’m back at my computer to make updates.
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App So Glitchy
Want to send an email using your template? Can't. Not from app/phone. Must use your computer. Want to change opportunity status from phone? Glitchy. Probably won't work. Want to leave a suggestion from the app about what's going wrong? Can't. Too glitchy. Unfortunate because I think most things about Insightly are pretty user-friendly.
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Great app again with Google login fixed
As another reviewer mentioned, the Google login method broke with 5.0.0. I sent an email to the support team, and they have been wonderful in their help. They and the developers have worked for almost 3 weeks, communicating well and having me try different things through the release of 5.0.1.
Regardless, it works again! I’ve depended on this app for years, and it’s great to have it working again and not have to zoom and scroll on the browse or wait to do something on my laptop.
Thanks!
Regardless, it works again! I’ve depended on this app for years, and it’s great to have it working again and not have to zoom and scroll on the browse or wait to do something on my laptop.
Thanks!
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Sign in with Google currently broken on the app
I’m attempting to work with support but as they are taking forever I figure I should probably mention something here to make sure this gets fixed ASAP.
With the new version of the app the sign in with Google has completely broken on my phone and now on my iPad as well. I use this product daily for work and now that the app has broken my only option is to log on to their website which is not formatted well for mobile devices. I don’t know if this is an iOS issue, a Google issue or a Insightly version 5.0.0 issue but either way this needs to get fixed asap soon as possible. Even if it requires reverting the app to the previous version until they fix whatever they broke by rewriting the entire mobile app codebase.
With the new version of the app the sign in with Google has completely broken on my phone and now on my iPad as well. I use this product daily for work and now that the app has broken my only option is to log on to their website which is not formatted well for mobile devices. I don’t know if this is an iOS issue, a Google issue or a Insightly version 5.0.0 issue but either way this needs to get fixed asap soon as possible. Even if it requires reverting the app to the previous version until they fix whatever they broke by rewriting the entire mobile app codebase.
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Good design
Reliable interface, predictable content, good platform.
Junk app
App is complete garbage I n iPhone 16 pro, it wont let you change the black background tried the settings and it’s toggled off and still black, no “delete all” feature. Junk app.
Add in does not function
After using Insightly for more than five years, I will move to a new CRM. The straw that broke the camel’s back was a lack of clarity about a breakdown between Microsoft Outlook and the Insightly add-in. I have not had a functioning add-in for months and it is affecting my business.
App not working
App not working. Please fix asap!!!!
Otherwise great app when working.
Otherwise great app when working.
Fake app
I was trying since last 2 hour to make an account worst crm I have Ever seen !! 👎👎🤮🤮
Why is this even available in the app store?
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.
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Helps me be much more organized
So far best CRM I ever used
App crashes constantly
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…
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Horrible Customer Service
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.
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Laughable customer service, poor CRM functionality
Literally zero customer service. AVOID INSIGHTLY AT ALL COSTS!
Crashes regularly
The app crashes regularly, is clunky to use and doesn’t seem to be updated regularly looking at the version history
Great Product | Good Customer Service
I take it everywhere.
I don’t know how I managed beforehand !
Have it by my side all the time.
Every thing I need to get done in business and my private tasks are managed on one platform.
Just about to start with the Marketing module - can’t wait to get going and grow my business
I don’t know how I managed beforehand !
Have it by my side all the time.
Every thing I need to get done in business and my private tasks are managed on one platform.
Just about to start with the Marketing module - can’t wait to get going and grow my business
Bug in calendar integration
There seems to be a bug in two way calendar sync .
Confusing and limited
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.
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Watch out for their auto renewal policy!!!!
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.
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Lead status bug
It’s a good app but has a bug where if I’m on mobile it won’t let me change the status of a lead.
