Insights about
Updated February 12, 2015

Insights about

Meni Lavie | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Modules Used

  • google docs
  • DropBox

Overall Satisfaction with Insightly

Insighly is used as a CRM in my company, and other companies I have implemented it for. The main use is to sync customer related tasks between employees. The idea is simple: Keep everything related to customers in one place, such that if you need to talk to your customer you know the business history, even if you are not the person who spoke to the customer last time.

Say I have a customer who is waiting for me to send him an invoice: If i was to write an email to the person who is handling the invoices, i would have to tell him that i need to generate an invoice for: the customer name, the service that we sold to him, with X percent discount and to send it to the following address. Say I took the time to write all of this mail: now I have to follow up on it!

When one system is used between all company employees it's just made simpler: I just have to go to the relevant opportunity and create a task in the system for the invoice guy in my company, and when he opens it he can see in one glance all the details mentioned above, and mark task as complete.
  • Task management
  • Integration with DropBox, Google Docs and generally Google apps
  • Very easy to customize
  • Save reports - once a report is generated you can't save the template and you have to deal with the logic every time.
  • Push reports by schedule - like Google Analytics, for example.
  • To allow me to get a periodic feed to my inbox.
  • Group Editing - say i wish to push my opportunities in one activity - why do i have to go one by one?!
  • Save image - I would like to see to system only with the data that existed 6 month ago or 10 minutes ago.
  • Views for users - just watching the list of opportunity name is not enough, I would like to know more details if I am the technical person, and different details if I am the sales person.
  • Better customer service, as everyone can see what he needs to see about the customer
  • The business model is great - up to 3 people for free - this allows you to get started and get used to the system, making integration with employee #4 very easy.
  • Sales is functioning better as the information and notes are passed between the employees.
  • Task management is made and Project management is done much easier.
  •,Salesforce Service Cloud,Zendesk,SugarCRM
  • Mobile integration was the best.
  • Creating links between objects is made very easy.
  • Very easy to customize.
  • Free at first and providing a lot of value.
  • Price competitive - Best value for money .
For SMB's its great, but when it comes to running an enterprise I wouldn't use it. I think that if you are running many opportunities and projects Insightly is not the best way to go due to missing functions in the reporting engine, but if you don't have too many opportunities, but A LOT of information you need to save in one place for opportunities it's a great tool to use. Also, I think businesses who work B2B will enjoy it a lot more than ones who work B2C.

Insightly Feature Ratings

Customer data management / contact management
Workflow management
Territory management
Not Rated
Opportunity management
Integration with email client (e.g., Outlook or Gmail)
Contract management
Quote & order management
Interaction tracking
Channel / partner relationship management
Task management
Billing and invoicing management
Not Rated
Pipeline visualization
Customizable reports
Custom fields
API for custom integration
Not Rated
Not Rated
Single sign-on capability
Not Rated
Social data
Social engagement
Not Rated
Marketing automation
Compensation management
Not Rated
Mobile access

Using Insightly

Customer Support
1 - Be able to understand system needs, organization needs from the business persperctive as well as the technical side of things.
This person needs to be able to create a detailed spec that will provide a picture of the organizational work processes used in your company, and be able to implement it.
No real coading skills are needed in case you dont need anything unusuall.
  • Create and manage tasks per user for each Customer, Opportunity or Project
  • Keeps the information in one place, allowing me to see which offers i have made to which customers 8 month ago
  • Project management is made easy as you can see what every person is doing and why or where things are delaying in the organization.
  • We can tell our user value, due to our tagging system.
  • Predictive analysis of what is works best from marketing perspective.

Evaluating Insightly and Competitors

Yes - Replaced SugarCRM that was running in house.
The SugarCRM was so slow on my systems, and i didnt want to start the migration process as i was not too much happy with it either way.
Prior to that I had a lot of experience with SalesForce, but it was an overkill in terms of the system we needed.
  • Price
  • Product Features
  • Product Usability
  • Prior Experience with the Product
A CRM must be user friendly, otherwise no one will use it and the employees will hate it.
Since Insightly allows you to like everything to eveything using a great UI, and on your mobile, I went for it.
I wouldn't.
I am happy that I had a crappy CRM [sugar] before, and that I already used SalesForce to know that I am not missing out on anything although I dont pay the same price.

Insightly Implementation

Make sure you have a very good naming convension in the company so no duplicated values are created.
Yes - - Phase one: info needed in order to get you to start working
- Phase 2: using the system
- Phase 3: customise by usage needs.
Not sure - start the implementation with a pencil and a paper, and only after all the workflow diagrams are build start the customization process.
  • Making the desicion to use the product in company level
  • Email matching and auto filtering

Insightly Training

Never looked at it.
If you ever worked with a CRM, then this is not going to be any different.
After being an admin on Salesforce it was great working with this lightweight user friendly CRM.

Configuring Insightly

Configuring is very easy, adding custom fields activities and other process related parts is pretty straight forward but the big problem starts with the import process that does not allow to save the links between the objects.
This means that if a contact is connected to and opportunity you cant upload it to the system from your csv's and this makes things very manual.
Naming is crucial for the users to understand what they need to do. When naming new activities or steps think of the new employee that will need to understand what he\she are seeing.
Make sure most of your contacts have an organisations linked to it and that opportunities are connected to the organisation and not the contact - makes your life easier when you import and export the data.
Also, utilize the calendar so that every person in the company can see the milestones and events related to them.
No - we have not done any customization to the interface
No - we have not done any custom code
My contacts have a custom field named contact_type.
This tagging allows me to understand if the contact is a Lead\Partner\Reseller\Supplier.
When I spoke to the support guys in they told me that they are going to add there will soon be another entity called lead and its a kind of a contact.
This is true for Feb 2015, so I hope they will release it during March or April.

Using Insightly

Missing views per user kinds, like SalesForce.
Also missing online documentation from users,blogs, and community.
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Quick to learn
Feel confident using
  • Link objects to each other
  • Create funnels
  • Customize
  • hebrew support :(
  • edit multiple fields
  • email directly to project
  • calendar does not appear in mobile version
Yes - very good, too bad it does not include the calendar.
I think the mobile interface is mainly for showing purpases, as it should be.

Insightly Reliability

As the contacts and opportunities grow, Insightly will need to create a better screen filter.
Same goes for the reports - i didnt find any way of saving a report or sending it weekly.
I think that the need to implement better triggers in that sense.
Performance is a different issue - its GREAT!
I dont think i understood this category.
Works great
Runs on my Chrome, in my mac, on my Safary, in Windows, on my ipad, on my Nexus, and in my old iphone. no issues, no screens stuck, no nothing.
I dont have to watch the waiting icon, its just responsive and works super fast.
To be honest, i tried SugarCRM and didnt use it due to performance, and SalesForce used to make me creazy with loading time and freezing screens, so I really appriciate the fact that even the free users get to have great user experience in the performance category.

Integrating Insightly

I think integrating a first CRM is hell, and that this is the main obsticle.
Insightly makes is very easy to do it, tech wise and UI wise.
  • EverNote
  • DropBox
  • Google Apps
copy and paste the relevant API Key from the user settings.
  • Need to verify the MailChimp, but it looks nice and i think im gonna try it
I think they do, but either way i expect them to :)
  • File import/export
  • API (e.g. SOAP or REST)
trigers by mail?
automatically attach mail to the right project or opportunity
Try being as detailed as you can in understanding the workflows in your company, only then start to implement it on the system.