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 Korero would be the best choice for freelance professionals, small and medium size companies, in my opinion. It is also a great platform for those who are looking for ATS and CRM together at an affordable price. For a one man company it becomes expensive to buy software and manage relationships and recruitment process online and in that scenario Korero platform comes handy with its offerings and price. Its relatively new in the market so I would say they can bring more add-ons with time but for now I feel it has a lot of potential to support the recruiters like me and many other businesses.
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 User friendly Great support Very affordable Simple to use 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 UI and UX They provide good support but it can be improved 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 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 I’m pretty happy with Korero as it gives me an easy to use interface and a holistic view for my sales and recruitment requirements. It helps me keep a tab on various open opportunities and ones in the pipeline. At this point of time, my business requirements are well met.
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 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 The support team is open for discussions and to look into to improve the system that is suits for us. If needed they are always available and they solve problems very fast. They give us the feeling that we are important for them. They don’t charge extra for any small questions. The support is very friendly.
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 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 Price point is a great advantage as it combines ATS and CRM . Easy to navigate and the best part is if I feel something is missing and needs improvement, I leave feedback and the company acts upon it. The support team is very responsive and my work has never been hindered.
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 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 Increased sales' achievements by considerable number Read full review ScreenShots