Overall Satisfaction with Insightly
I run a small recruitment business. For customer relations, I have been used Insightly for about 5 years now. It covers the main basic needs for storing customers' data and handling customer relations including sales and manageing projects' info.
- Integration with third party application (like MailChimp)
- Integration with calendar (inc. Google Calendar)
- Affordable price.
- Quite of comprehensive overview/statics of different metrics.
- There are many things should be done better. Please see their own help center site https://support.insight.ly/hc/en-us/community/topics
- It's quite frustrating how slow Insightly implements even simplest suggestions, if at all.
- The inteface and user logic could be lot better and userfriendly
- Doesn't give an overview of a contact or customer data as it could - needs excessive clicking between different views/tabs.
- Increased Sales
- Improved efficiency
- Centralized contact management
- Streamlined business processes
I think that mostly I have managed to centralize contact management, somewhat less to streamline business processes, and even less improved efficiency and increased sales as there are some inconveniences in the system which holds back the overall workflow.
- In general it helped me to manage customer realations
- Handling projects' information
One proprietary CRM, which I used many years ago, was the best one I have ever used as it was custom-made and tweaked promptly. It was much more convenient to use than any other CRM, including Insightly which has some annoying quirks and shortcomings.
Do you think Insightly delivers good value for the price?
Not sure
Are you happy with Insightly's feature set?
Yes
Did Insightly live up to sales and marketing promises?
Yes
Did implementation of Insightly go as expected?
Yes
Would you buy Insightly again?
No
Insightly Feature Ratings
Using Insightly
1 - All in one - sales and project handling.
1 - I think supporting Insightly needs resourcefulness, patience, and complex thinking.
- Customers' information handling
- Projects' information handling
- There has been no such cases
Evaluating Insightly and Competitors
- Price
- Product Features
- Product Usability
I think it depends on time. Testing and evaluating different CRM needs time and dedication. I think I would read more reviews on different CRM-s and testing them out to make a better-considered decision.
Using Insightly
Pros | Cons |
---|---|
None | Do not like to use Unnecessarily complex Inconsistent Slow to learn Cumbersome |
- Statistical overviews/dashboard
- Integration with calendar
- Adding task information to contacts, company etc.
- Getting overview of the information needed in contact
Yes - I have used it rarely but at first glance, it looks solid and convincing.