Likelihood to Recommend If you have an AR program across the globe and want to track all interactions you have with them, this tool is right for you. As you can imagine the tool is only as good as the data you put in, so you do have to make it part of your work day to input the data. Say a team member leaves and you have to jump in to cover for them, you are able to see all the interactions they have had with analysts
Read full review Insightly is very well suited to track steps in a particular process. It is also very easy to connect contacts, organizations, requests, and projects. It is great for storing data in a way that is easily referenced. It is a helpful tool for facilitating team collaboration. The connectivity to our website forms is also very useful. It is less appropriate for tracking financials as far as invoicing and payments.
Read full review Pros The Event Manager function is a great way plan, invite and send agendas to your analyst attendees. Projects - although needing more work - is a great way to track progress during an evaluation. Premium content is perfect for tracking mentions, sharing reports that are relevant to your constituents and reporting. Read full review Support>It feels like a partnership and support is a critical asset to consider when adopting new tools Customization>The ability to customize with custom objects has allowed us to utilize Insightly in unique ways. Customer Feedback>They very much are interested in soliciting client feedback when it comes to product planning. Read full review Cons We would like to see some project management functions to track RFI, log follow-up actions and assign tasks inside the team. I'd be good to see email open state in the analyst interactions tab. An easier way to report insights from interactions would be hugely useful. Read full review There are some minor glitches such as the screen freezing up. You can fix this by refreshing the page and it doesn't happen often but when it does, it does disrupt the flow. Pulling a report from multiple objects is limited. You have a lot of options but there are some things you want to be able to pull in together and you can't. Items such as Contacts and Organizations don't always link together. Read full review Likelihood to Renew As a freelancer I am unlikely to have the budget to use ARchitect on a regular basis I would however look at it seriously if asked by a client or if I was working in an agency with a significant AR practice I would look at it seriously.
Read full review Insightly offers a great product; it's the right fit for our company at this time. We were, however, considering moving to Contactually due to their cost effective automation features. However, they lacked the project management capabilities of Insightly. As our company grows, we would love to stay with Insightly - and if they can nail the automation and add the ability to customize a little bit more, it would be the perfect solution for us. For a larger company with a more involved sales team, you might find the metrics/reporting to be a bit basic. Insightly offers great customer service even to free customers
Read full review Usability It's super easy to use, and anything that I cannot figure out, their team usually helps me within hours of my asking!
Read full review The reports are easy to customize and generate within seconds. The pipeline clearly shows what is going on with the order, so we don't have to waste time frequently checking in. The database helps us quickly look up a healthcare provider's NPI so we can add it to the order and verify eligibility for insurance.
Read full review Reliability and Availability Knock on wood... I haven't had any difficulties with Insightly's availability to-date. I mostly use it on my desktop and infrequently access via my Android phone. No access issues.
Read full review Performance The interface is very user friendly and easy to navigate. Reports can quickly be made, including custom fields.The website response has always been quick to load and has never been unavailable when I have needed access. They listen to requests for additional or custom features, and they hold workshops frequently to assist new and experienced users.
Read full review Support Rating In the instances I have had issues its been a little tricky to figure things out, some of the videos are helpful but getting email responses are not great compared to online chat and I have found that the response rates have been more than a day in some instances which is not as responsive as I would like compared to other platforms.I have seen ARInsights have made a number of new hires in the area of account management so I am sure that will have improved the support provided
Read full review We have used Insightly for almost 2 years now. We have always been able to get in touch with support for a variety of reasons and they have never disappointed us. The support staff have always been very understanding. They have assisted with answers to our questions and have provided great tech support. We would highly recommend them.
Read full review Online Training Insightly is a very useful tool, it has the essential capabilities that a company need. Easy to use and very intuitive, so, you don't need tutorial or extra documents. Navigation inside the platform is quite simple. You will be able to store your client's information, about your potential business opportunities, organize teams and users and, connect your emails
Read full review Implementation Rating did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product
Read full review Alternatives Considered Prior to using ARchitect, we were using Salesforce. While we did have some customization added, it did not nearly have the robustness that ARchitect provides -- especially since it is designed for AR professionals. We've been using ARchitect for about 8 years and have never looked back. Some examples of vast improvements: 1. Analyst firms/bios. With Salesforce, we needed to maintain all analyst bios -- something that ARchitect does. 2. Analyst coverage. We used to track all analyst coverage by visiting multiple analyst websites and manually pasting into spreadsheets. We now not only get a feed of coverage that can be exported into Excel, but we can also customize reports by topic. 3. Reporting. Salesforce did not provide the same reporting capabilities that ARchitect provides.
Kara Lira Associate Director, Global Analyst Relations
Read full review Insightly has far more modern applications than
GoldMine . It allows for more customizations. Our reports are nicer looking and it seems much more user friendly. Insightly also seems to be more than just sales focused.
GoldMine seemed to really be geared more towards a sales staff. Insightly has more capabilities for our future needs as well
Read full review Scalability (+) Being able to download my LinkedIn connections was a huge benefit. (+) I use the task function to stay on top of my follow-up activity which is another positive feature. (+) The sorting capabilities also help me pinpoint the contacts that I need to stay on top of. (-) When I add a new lead from an existing organization, I would like the organization's information to automatically populate the fields like address, website, description. I enter all that information manually. (-) My mass mailing experience has been tedious due to the email function being interrupted and crashing due to bad email addresses in some of my records. (-) Many of my leads do not have current email addresses. I wish Insightly offered a tool to help find email addresses. I spend too much time researching to find email addresses.
Read full review Return on Investment The Event Module has taken days if not weeks out of the prep process for big events. ARchitect is a great way to allow communication with peers, without the need for extra emails, ect, because everyone on the team can see what each other is doing and who they are talking to about which topics. Read full review We started using Insightly to organize our company, and it's done just that and more which provides value that money cannot buy. Insightly allows our sales team to stay on top of sales leads more so than doing so without it, which in turn creates more sales opportunities. Read full review ScreenShots