Insightly CRM

I work between China and Western countries, and have been using Insightly to record the customers and leads. It has been my favourite app CRM app up to now. It works perfectly for the customers with English names. However, It has currently been very frustrating to type Chinese characters. This is a very fundamental step for Businesses interested in the Chinese market to use the app.

but I need Chinese type

Please call my personal number 001-772-486-3584 Thank you Nick

So far best CRM I ever used

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 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.

Literally zero customer service. AVOID INSIGHTLY AT ALL COSTS!

There seems to be a bug in two way calendar sync .

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 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.