Pros from reviewers

• Easy access to client requests and tracking resolutions: Insightly allows the main support person to easily access client requests and track resolutions effectively, making it a useful tool for customer service

• Integration with Insightly CRM: Insightly Service integrates seamlessly with Insightly CRM, providing a unified platform for managing customer relationships and service requests

• User-friendly email campaign creation: Insightly offers a user-friendly interface for creating email campaigns, with the ability to use templates or customize your own in less than 5 minutes

• Additional marketing features: Beyond email campaigns, Insightly also offers features like landing pages, forms, and marketing automations, providing a comprehensive suite of tools for marketing efforts

• Vendor responsiveness: Users have noted that the vendor is responsive and shows interest in their experience with the service, indicating a commitment to customer satisfaction.

Cons from reviewers

• Poor customer service: Insightly has been criticized for its slow response times and lack of effective support, with some users reporting unresolved issues and unresponsive sales representatives

• Limited functionality: The platform is said to be suitable for basic CRM functions, but for more advanced features, users either need to purchase the Enterprise version or have knowledge of API integrations

• Challenging setup: Some users have found the setup and integration process to be difficult, particularly when it comes to setting up notifications

• Poor design for field service management: Insightly Service has been criticized for its lack of visibility of tasks, absence of a calendar in the Service App or Portal, and inability to initiate Service Invoices

• Not user-friendly: Some users have found Insightly difficult to use and not intuitive, requiring a lot of jumping around. There are also complaints about the lack of free instructional videos on how to set it up or use it efficiently.