Likelihood to Recommend This is a quick and easy way to upload information from business cards to your current contact database. It can be used by those who are organizing email marketing campaigns. It is also good for personal use -- since it organizes all available information about any given contact it is a great resource for looking up people before meetings and doing other types of background research
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 Sharing contacts. Easy to edit. Nice interface. 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 Needs to allow for more than 50 business card transcriptions per month Sometimes tries to merge contacts that are not the same person Does not sync individual account with business account 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 This is my new favorite app for organizing contacts and segmenting email lists. It is also the only app I have used that will transcribe business cards with 100% accuracy (they use humans to enter info from pictures of cards rather than software, like most other apps). The "merge contact" feature is great and allows you to review the contacts being merged before doing so automatically. It also integrates with Google accounts, LinkedIn, Twitter, and Yahoo. Another great feature is the ability to export data in a file, which you can then upload to your regular CRM software or to
Constant Contact . I wish it would allow for more business card uploads per month. Even the paid subscription has a limit of 50 cards per month. I contacted customer support to inquire about increasing this limit and was told that I would need to upgrade to a yearly contract in order to do so. If FullContact continues to be useful, I will likely upgrade. However, given that the business card contacts is one of this software's best features, I was disappointed that this allowance could not be increased. Overall, however, I would highly recommend FullContact
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 Very easy to use online and great mobile app as well
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 Automatically updates contacts daily
Read full review 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 Just make sure the app is not syncing on multiple devices at once -- this will cause a delay
Read full review 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 Their support is very responsive and friendly.
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 In-Person Training Very user-friendly, especially since it aggregates information from Google every day to update contacts.
Read full review Online Training Basic materials explaining account setup and how to manage your list. It doesn't take much training to become proficient
Read full review 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 Downloading the contacts to use in email marketing campaigns is the most difficult part of implementation.
Read full review 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 FullContact has pretty much the best bang for your buck as far as the different features offered. You can do a lot of different things with it and it's all online or in an app on your phones. Easy access to the most accurate information available at your fingertips is pretty awesome
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 Easily updates contact information
Read full review (+) 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 Positive that the time is not spent updating individual phones. Negative in that if someone alters a contact, it will need fixed. Positive that users don't waste time calling wrong numbers. 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