Likelihood to Recommend 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 Kintone is great if you want a software that will help you in managing your data, and keep track of which tasks are assigned to whom. It also helps to streamline communication and information in one central place. However, it is not for you if you are looking for something complex that has to manage a lot of data.
Read full review Pros 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 Flexibility. You can build apps (without coding) to serve a wide range of processes and projects. Ease of use. The interface is intuitive. Training. There are resources readily available to train new users. Even starting from scratch, I felt like I was up to speed in just a few hours. Read full review Cons 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 I feel that Kintone is not well enough known yet. This means that other apps/APIs are not necessarily easy to connect with Kintone. Yes, you can use Zapier though for interfacing with other apps. It would be great if it could give more customized options to change the look and format of certain things. You can make price quote apps, for example, but have to rely on 3rd party apps or programming skills to customize the look and fields. If you make a table as an input field, it cannot connect to other internal Kintone apps for lookups and such. I think there is more potential to make more customized data graphs. Read full review Likelihood to Renew 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 I still think that there's a room for Kintone's future, and high expectations for them in additional features and innovative tools and supports. Truly hope that they will support email features, and standardized supports for various plug-ins with the 3rd party software and apps. In the meantime, we will have to consider our ways of doing our work in all aspects
Read full review Usability 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 Kintone is agile app and most of the time we can easily come up with new apps. However, there should be more feature-based drag and drop and or a visual-based usability, as we all want to minimize the number of clicks and dropdown menu selections as much as possible. Thanks.
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 Never had an issue with this.
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 No issues.
Read full review Support Rating 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 I have had very specific questions about different aspects of the software, and I have always been able to get a hold of someone who could help. If my sales rep didn’t know the answer, he would get me in touch with someone who did know the answer. The whole team is very ready to help. It definitely feels like they view my success as their success, which is so important with this type of software.
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 Everyone has their own tastes of things and way they want to work. Asking them to adapt to the changes with the new tools or apps is always difficult. We would want to start with a very small but best example within the organization, which in our case was that the employees will not be bothered by the bosses by being asked to find the documents, status of the progresses, or major things/requests/projects.
Read full review Alternatives Considered 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 Kintone is the easiest product to create from and the cost is the lowest I believe. In addition, reconfigurability and extendability are great. If you look for a low code tool, you can try Kintone. But as same as another low code tool, don't expect too much.
Read full review Contract Terms and Pricing Model Should be multiple pricing packages.
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 I could see this work for all departments if implemented correctly.
Read full review Professional Services Needed improvement at the time.
Read full review Return on Investment 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 It has helped us reduce the amount of people we need to track our inventory. We’ve saved time and money using less people. We are able to see our data much better now and have a spot that we can all look at the database on the go. Read full review ScreenShots