Insightly: Clean, Easy, Functional
November 30, 2013

Insightly: Clean, Easy, Functional

Sarah Hager | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source

Software Version

Starter

Overall Satisfaction

  • Tags to group contacts.
  • Able to hyperlink notes to articles & sources.
  • Project management/lists.
  • Slow load time when searching.
  • How contact was established, would be a helpful feature.
  • Ease of keeping contacts in one place.
  • Searchable contacts by function needed.
  • Easier event management.
Allocated department money.
What is unique to it versus other management systems? I think it has a clean, easy to use interface that doesn't have common server errors others do. You can add a lot of metadata and media that you aren't able to with others.

Product Usage

1 - Marketing and promotions.
We use it to keep contacts in line and categorized based on what we would need for events (ie: food vendor, entertainment, security, etc.) as well as links to their product or website. We can also make notes on their availability or history with us (ie: on time and reliable).
  • Categorize contacts.
  • Search by need.
  • Keep information internal to a small group.
  • Project management.
  • Spread out tasks among administrators.
  • I think we can grow from how we use it now by doing it more.

Evaluation and Selection

  • Product Features
  • Product Usability
  • Prior Experience with the Product
Product feature a wide range of functions that were beneficial to my goals and tasks in my company.
Examples of projects used with Insightly.

Implementation

I think briefing coworkers first in a short seminar would have gone over more smoothly.
Change management was minimal
  • Didn't want to learn something new.
  • Didn't want to spend money.
  • Sharing with others.

Support

Never had a problem
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Immediate help available
Support understands my problem
None
No - Low budget
I have never had a problem with Insightly, but the staff sends helpful emails and checks in.

Usability

I've never run into any hiccups or dead ends while using it. It's easy to navigate around and the features are very straightforward. The interface is clean and aesthetically pleasing, which contributes to the overall experience and doesn't feel like you're using outdated programs, as I tend to feel with other CRM systems, regardless of what year they are.
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Familiar
None
  • Adding contacts, businesses.
  • Searches.
  • Project tasks.
  • Splash page.
  • Searching if you forget key info.