Great CRM for small companies with basic Customer Resource Management Requirements
June 05, 2015

Great CRM for small companies with basic Customer Resource Management Requirements

Ron Sherwood | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Insightly

Insightly CRM is used by our sales staff and account managers to maintain information on all of our advertising contacts, both prospects and existing clients. We had previously used Salesforce, but found it to be overkill for our needs, and cumbersome to use and maintain. Insightly's feature set just better matched our company's needs.

Pros

  • Insightly's social media integration provides additional details and insight into our clients and prospects, right at our fingertips.
  • Easy to look up,edit and maintain records.
  • Good integration with Google Apps and Gmail
  • The opportunities feature provides a good tool to monitor and manage the sales funnel and proposal queue.
  • Insightly's related links are one of its best features. You can link most any record to any other record (for example, you can make a note under a contact, and then link that note to the company record, the client's boss, and the opportunity record for the proposal you sent her.
  • Insightly's tagging system is flexible and easy to use, a great tool for segmenting and grouping records.

Cons

  • Reporting is weak. Limited to existing reports. No ability to do custom reporting.
  • Can't change the screen layouts. Custom fields are all grouped in one area, you can't change the layout to group related fields together, make new sections, etc. Zoho CRM is much better in its ability to customizes the displays.
  • It is a great CRM, but it is not a suite. They recently added the ability to do email campaigns, which is a great new feature. But it does not integrate with other modules the way Zoho does.
  • Better client follow up and opportunity tracking
  • More cost-effective than SalesForce
  • Salesforce.com,Zoho CRM
Salesforce and Zoho are both good products. But if you need a basic, easy to use CRM, Insightly is a better choice. If you need more marketing automation or CRM customization, Zoho or Salesforce are better choices.
Insightly is my #1 choice for companies that need a basic CRM that is easy to learn, use and implement. If you need tight integration with a suite of services, other options may be a better choice.

Insightly Feature Ratings

7.1
Customer data management / contact management
8
Workflow management
5
Territory management
2
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
8
Interaction tracking
9
Customer Service & Support ()
Not Rated
7.0
Lead management
8
Email marketing
6
5.5
Task management
9
Reporting
2
4.7
Forecasting
4
Pipeline visualization
8
Customizable reports
2
5.0
Custom fields
5
API for custom integration
Not Rated
8.5
Role-based user permissions
8
Single sign-on capability
9
9.0
Social data
9
Integrations with 3rd-party Software ()
Not Rated
8.0
Mobile access
8

Insightly Support

Insightly's customer support staff is knowledgeable and fairly quick to respond, although there is no telephone support. It all has to be handled through support tickets or email.
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
No escalation required
Support understands my problem
Quick Initial Response
Difficult to get immediate help
No - Not necessary, Insightly's basic support is adequate.

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