Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.
$348
per year per user
Spokal
Score9 out of 10
N/A
Spokal is an inbound marketing platform for small businesses and freelancers. It offers a drag & drop content editor and social media sharing calendar, as well as real-time SEO analysis, keyword research, rank tracking, lead scoring, and lead nurturing.
There are a lot of things Insightly is great with for Career Services but much of my job is updating things manually because Insightly doesn't have a way to help me manage the database the way we need to. We have multiple academic records per students but needed to have fields that are multiselect on our contacts. These are all manually updated which are very tedious and not the best for what we need it to be able to do
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
For current Wordpress users Spokal is outstanding and highly recommended. For clients who don't already have a Wordpress blog it's a bit tricky as I need to first sell the benefits of using Wordpress in order to get them on board, but in all honestly I would recommend Wordpress anyway, it just slows the process down having to design and install Wordpress before we can get started.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Content calendar - the ability to visually see blog posts in draft and scheduled to publish over the coming weeks and months was a key benefit. Tracking this in spreadsheets is too hard. we can even post blogs as topic idea, pre draft, draft and final and schedule in advance so we can visualise the messages we want to communicate. Creation of tweets and Linkedin posts is done for you automatically. Simply drag the blog post to the time slot, day, week or month. This is a lot quicker than Hootsuite
Additional tweets can be composed and also dragged to the calendar, plus the feedly link allows curation of tweet content. This just scales up our creation and curation process.
Easy simple overview dashboard - showing key website stats, new visitors, new twitter followers. New blog posts. Social enagement per blog post, linkedin shares etc. simple lead scoring based on pages visited etc. Simple realtime SEO analysis on the blog post builder
twitter builder. very simple autopilot of increasing your twitter following using key words (it easy has a simple key word tool) to find relevant people to 'like' and hence follow
Dynamic, responsive team. I have asked a few questions about futures and always received a prompt helpful reply. Chris and his team are clearly commited to developing a great product.
Once linked to your wordpress site I really like the fact I can log into a dashboard on the web and on my ipad and manage my content delivery and monitor visititors and interaction. I use and know hubspot and the biggest issue for me is the learning curve. Anyone can learn and use Spokal. It provides and integrates a number of tools I currently use today at a far lower cost. It does need to integrate into a third party email provider but frankly the integration is simple. A lot of effort has gone into the design for non techies
Once you are immersed in the platform, for all of its integration kudos, the platform became "intuitive" if that is the right word for it. There was some push back from staff on deployment.
The service and support team at Insightly was very responsive, but it seemed as if they had fielded similar complaints, and slower learning curves than we expected.
Unfortunately, while all has worked out nicely now and we are very happy with the platform, we had to have additional instruction time for all the staff during onboarding as workflows, dashboards, and pipelines were more time intensive than expected on the demo.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
I personally would love to see more direct integrations into CRM and more powerful Marketing Automation tools, but the current Zapier integration is a general approach and works in most cases very well.
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
Spokal delivers everything I need to serve my clients in one place. It's so easy to use and their customer service is always available and responsive, there's no need for me to look elsewhere.
Anyone with any experience with a working knowledge of Facebook or using a Windows computer will be able to quickly adapt to Insightly and use it to suit their needs. It can become more difficult to use as a company might have custom workflows or Insightly customer service might need to customize the program to better suit a company's need. A slow introduction to the system is better than having to learn the program quickly. Parts and knowledge build on each other so it hard to grasp all at once. The learning curve for Insightly is 2-3 weeks while mastery comes with time and exposure to the program
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Spokal takes away some of the complexity and noise that Wordpress has. Offering a separate login and dashboard to allow a user to create blog posts, check on backlinks, see ranking keywords, social engagement and tracks visitors/ contacts. Spokal provides a lot of functionality that would typically require the purchase of several products e.g. Hootsuite, SEO Moz, SEO pressor, Hubspot. What I really like is the content calendar. I simply drag and drop of my blog posts into my calendar to post to twitter, linkedin and facebook. This is an easy way to repost evergreen content and build my following on twitter. The twitter builder is constantly looking for relevant profiles and conversations based on my defined criteria. The tool automatically likes the twitter user which drives traffic to my sight and actually helps me find followers and potential influencers. This product is ideal for people new to internet marketing or small business owners who don't want to be overwhelmed by the effort to learn, manage and run several tools or wordpress plugins. I have been with Spokal since the start and I continue to be impressed by the support and raft of new functionality being added.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Insightly is significantly better than Zendesk. It is easy to use, pleasant to look at, and makes sense. However, I don't think Insightly is fair now compared to Salesforce. Insightly can do many of the same things as Salesforce, but I've only started on some of these features. Insightly has excellent potential, and its support team drives me to make it what I believe it can be. For the price, I believe Insightly is worth it.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I haven't really tried other products at this point. I would say I tried to cobble together a bunch of options to make the right inbound marketing "tool suite". Nothing quite worked well enough. Again, Spokal serves as a very cost-effective option. Particularly relative to Hubspot.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
(+) 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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Positive Impact>Visibility is critical when it comes to taking proactive measures within the organization. The Insightly Tool has helped use with that which minimizes costs when it comes to rework. We can proactively plan for upcoming growth and identify areas of improvement.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It's still early for us, but we can definitively say that we've cut our content creation / curation time down by about 40% while INCREASING the volume of quality relevant content that our audience expects.
