Likelihood to Recommend We chose to work with the Basecamp product and along with it came Highrise. They're a great 37 signals package together. So we chose to work with Highrise because of Basecamp
Read full review The positive and negative feature lists are why I give Insightly a nine out of ten. A LOT of the features are unique, but the ones lacking affect how I envision the perfect workflow for my team. My job is to create and streamline processes for my team; with AppConnect, I'm hoping a lot of the manual work is taken off their plate so they can focus on the essential things. I really hope Insightly implements a true "reply to email" feature in the future.
Read full review Pros Easy batch upload of new contacts - if you gathered names and contact info for a bunch of people at an event or conference or what have you, put it in a spreadsheet and upload it for easy and efficient adding to the database. Simple communication and outreach tracking - each user has an individualized dropbox email address; you can BCC:, CC:, or forward an email to or from a client or contact, and Highrise automatically associates and records that email with the contact in the database. Task assignments - users can create and task assignments associated with specific contacts (ie - Send Suzy J. a gift box on Oct 1; Follow Marla K. and Billy Z. on Twitter & Facebook; Get an updated address from Nathan R.) Tags - easily create lists of contacts who fit certain needs (I need a: food blogger, in TX, who has a Facebook page - we have "food blogger", "TX," and "Facebook" tags in our system) that is then exportable; also useful for knowing the important associations of a particular contact. 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 Im actually pretty happy with the system as it is. The best aspect of Highrise is that it is very easy to work with - no need to struggle with manuals and lengthy training. Not really a problem I suppose but I pay for Highrise as part of a suite which includes other products - Basecamp, Backpack and Campfire. It would be nice to see more integration between these products. Read full review The Inquiry feature is missing some functionality, so it is not as useful as the Request feature The Actual Close Date does not autofill when a Request record is closed and marked as Lost/Abandoned The customizable objects and fields are very useful but the System Settings interface could be more user-friendly Read full review Likelihood to Renew Highrise is easy to use, has a nice UI overall, quick to load, and does most of what we need.
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 quick and easy to setup and use. There isn't any feature "bloat". Nothing to struggle with
Read full review There is really nothing as far as customization to the system that we cannot do. It's extremely easy to customize as well as use. Anything we want to add or remove to our Objects can usually be done in a few minutes or less. You can tell everything is very well thought out and was made to be modern and up to date.
Read full review Reliability and Availability The provider is 100% available, with no downtime, maintenance, or unexpected outages. We have been able to perform solid continuous services for 12 months without any interruptions. We have backups as well, unlike the in-house backup that they keep on their end. I believe they have a very good redundancy and backup infrastructure in case they get any outages.
Read full review Performance Pages normally load quickly, but every now and then, as entering updates to fields, it take a while to update. Sometimes even after refreshing the screen, we have to exit and go back in to get the fields or queries to update.
Read full review Support Rating They are quick and SO nice. They are very friendly and are eager to help.
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 Well, we didn’t get the chance to do this in-person training but rather one-on-one online training with HR in-house. There were PowerPoints to discuss as well as video instructions on how to use the app, so it was okay. We were able to play around with it during the training or onboarding session.
Read full review Online Training I've used Insightly's online training &/ or learned as I went. I've found the blogs and online written material helpful. I've also attended a few webinars, which can be useful if you use a J-I-T approach so as not to overwhelm you (or your staff) with functionality that you are using just yet. The fact that it's all available on their website and you can learn at your own pace is invaluable
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 Highrise is simple to use and is run by the same folks who build Basecamp and 37Signals. We wanted something that would do the essentials without the cumbersome bells and whistles.
Salesforce is almost too complicated if you don't have a whole sales operation and analytics division. One day we will probably outgrow Highrise, but not yet.
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 Contract Terms and Pricing Model I don’t have the exact answers for this, but our accounting or finance department negotiates this. They always handle this kind of stuff and negotiate yearly licenses. Usually, they purchase 10 licenses in bulk and ask for a discount in bulk. Other than that, if there are any issues encountered on the app, they account for that. If it’s broken, that’s also taken into consideration when renewing the contract.
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 Professional Services Our Customer Success Manager was great. A real professional and knowledgeable about the features and how they worked with our requirements
Read full review Return on Investment Better customer service, I am able to look up client info in a more organized way I feel that our efficiency has really increased. Highrise is a lot faster than our old program Highrise keeps us very organized. but it would be helpful if there was a project management section we could implement Read full review Improved services by organizing a database, pipeline, and custom reports in the verifying eligibility process. Increased the number of orders we can verify eligibility for in 1 day. Lowered the amount of time it takes to verify eligibility so we can get orders shipped out in a timely manner. Read full review ScreenShots