Insightly - A good option for some businesses; not recommended for independent contractors working with multiple companies
Overall Satisfaction with Insightly
Insightly is used to track quotes and orders for our client's projects. The business problem is the level of detail involved with each project and keeping up with frequent changes and deadlines. Insightly allows us to keep all the information in a specific Opportunity/Project to serve our customers better and faster.
- Provides a platform to organize project information
- The platform shows the organizations and people involved with a project as well as notes and emails; however, this area needs to reinstall a feature from the Classic Version that has been removed.
- Makes it easy for multiple employees to see what is happening with a project without long meetings or conversations.
- Please add the box back in to Files that allows for easily removing multiple files. This feature was in the Classic version and has been removed. In the current version removing un-needed files is a very chunky monkey process and a primary reason I no longer recommend Insightly to others in my industry. Png's such as Facebook, LinkedIn, and Instagram used by many in my industry as part of an email signature are saved as separate files along with quotes and documents I frequently need to open. It is extremely irritating to scroll through many of these Png files to find the one I want to open.
- I rate the instructional videos a C. They seldom cover my question and I find rooting around to solve my problem better than using the customer service help or Zendesk options.
- The information on Mailchimp Integration is very poor and I want to use Mailchimp Marketing.
- Insightly has helped me stay on top of the details of an Opportunity or Project
- It has saved time in keeping information organized
Insightly is the only CRM I have used. I will be investigating HubSpot.
Do you think Insightly delivers good value for the price?
Not sure
Are you happy with Insightly's feature set?
No
Did Insightly live up to sales and marketing promises?
No
Did implementation of Insightly go as expected?
No
Would you buy Insightly again?
No
Insightly Feature Ratings
Using Insightly
1 - Insightly is used to store all information regarding contacts, leads, opportunities, projects and schedule Events and Tasks. It provides reminders to follow up on quotes and to reach out to customers for presentations. In the future it will be used to create reports on leads and opportunities as well as increased marketing functions.
1 - Insightly requires a very detailed oriented person who can navigate multiple tabs and is diligent about entering data on contacts, leads, opportunities, projects and events. Additionally, users should pay careful attentions to storing emails in their correct opportunity or project in the order in which they are received. Staff using Insightly should be able to focus on one task and complete that task before beginning a new one.
- Tracking & Following up on Leads
- Tracking & Following up on Opportunities
- Keeping a current Contact Data base
- Using the Linkedin feature to verify a contact's status
- Assisting customers in re-ordering product years after the original order
- Verifying when sales commissions are paid
- Creating sales call reports
- marketing