InsightSquared Reviews in July 2026: User Ratings, Pros & Cons

Great information and beautifully presented

What do you like best? Ease of use, depth of reporting, beautiful visual charts can be transferred to marketing and presentations, app for phone, forecasting ability What do you dislike? I wish the revenue forecasts could look further forward and backward. Recommendations to others considering the product I don't believe we would have been able to make some key strategic decisions that were critical to the survival of our business without IS. 80% of our client base was affected by the ...

They have yet to tell us, "no we can't do that.

What do you like best? The best part of IS2 is the caliber of the support and account teams. From basic training to custom reporting requests we have never received "no" for an answer. The team is responsive and easy to communicate with. What do you dislike? Introducing this tool to the staff was embraced by the millennial team members the quickest. However, unlimited training and support is provided by the IS2 team to make the tool successful. Every producer is required to have a ...

So far, so good!

What do you like best? At the moment we are still integrating InsightSquared. The on-boarding team have been great at answering my many questions (there has been a lot! and explaining everything in a easy to understand way. They have been great in exploring different way we can accurately track our data in accordance with how we have our database set up. What do you dislike? If we could customise reports without paying extra. Recommendations to others considering the product I think ...

Key to our Business Success!

What do you like best? We have been a long time customer for insightsSquared. We actually started using the product and we were on a platform that they didn't integrate with at the time and we moved over to a platform just so we could use the product. This product gives your business transparency into how your business is running. IS2 is key to our ongoing operations and success! What do you dislike? We dont have any complaints about the product! We love the fact that it is web based and ...

Excellent product for sales foce management

What do you like best? The flexibility to amend the parameters of each report and delve deeper in an instance. This can be replicated across all teams, time periods and all geographies and offers an ability to compare the different areas. What do you dislike? Occasionally there are certain data points that cannot be pulled through into the system, however the support team are always on hand to make sure all avenues are explored. What business problems are you solving with the product? ...

InsightSquared is a Great Tool for Sales Reporting & Analysis

What do you like best? Two things: - The standard, out-of-the-box reports are a great starting point for analysis and then you can dive deeper from there. It's wonderful not to have to create everything from scratch at the beginning. - The support team is absolutely, completely wonderful. They are extremely responsive and very helpful. With this type of software, that is absolutely critical to customizing it the way you want for your business, and they do a great job. What do you ...

Incredible sales insights! Easy to use with a solid support team

What do you like best? Great dashboards with easy to read metrics. It helps our sales management daily to track and manage the pipeline, as well as see where we are lagging. I love the seamless integration with SalesForce, so that we don't have to log-in elsewhere or have two systems to compare information. The sales and support teams at InsightSquared are also efficient and very easy to work with. What do you dislike? Sometimes I wish we had access to creating additional filters or ...

Easy setup and configuration. Constant adding of features. Can bit a overwhelming in detail

What do you like best? New features are relevant and deployed regularity. User admin is good and detailed. Configuration quick and quick to deploy. Support and ticketing is of a high standrad What do you dislike? What you see is what you get. Its got almost everything but there is limited customization. We have a bugbear with on time periods, our accounting months are not available to configure. Recommendations to others considering the product Be clear on you data maps What business ...

Insight Squared has tremendously improved our way of monitoring productivity in the business.

What do you like best? Reports are easy to read and navigate through. What do you dislike? There have been data discrepancies since we started using the product over a year ago that we are still trying to sort out on our end, which can be cumbersome. Recommendations to others considering the product It's tedious to setup in the beginning, but once up and running, it's a great tool. Therefore, it takes some patience in the beginning. Data quality with Bullhorn is very important for the ...

Fantastic software that integrates seamlessly with our ATS system

What do you like best? Ability to customize dashboards, customize activities to track, set goals and have the newsfeed. What do you dislike? No complaints - InsightSquared has performed as advertised. Recommendations to others considering the product Very easy to integrate with existing systems - easy to navigate and customize dashboards to see the information most important. What business problems are you solving with the product? What benefits have you realized? Ability to visually ...