Platform, Marketplace Startup - Early in our evolution
Updated February 03, 2016

Platform, Marketplace Startup - Early in our evolution

Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Software Version


Overall Satisfaction with Insightly

We are a startup but needed something for contact management and CRM. Right now my cofounder and I are the main users but we intend to extend its use to our organization as we grow and scale it as long as it meets our needs.
  • The #1 requirement for me was being able to take notes from meetings and calls and research etc. for contacts and schedule follow ups
  • I like the potential to set steps for process oriented tasks which we will have more of as we grow and begin to execute inbound marketing campaigns and events
  • I like the integration with Gmail as we use Gmail to host our company email. However, at the moment we just use the Insightly Widget. As we add more people, I will have someone test out the full integration and determine if it makes sense for us.
  • I would really really really like the ability to set Tasks at specific times.... so that phone calls, meetings, to dos etc have times and dates associated with them. I do see you can set a time for an event but an event seems like something rather different to me.
  • I have not been able to get the Android app to work properly but to be fair I have not tried in some time... when I get a chance I will try it again.
  • I think whenever any task is scheduled there is usually something that should follow it so when you check off a completed task it would be good to prompt or have any easy way to add whatever the next action should be at that time so that the interaction won't get lost... in other words, I complete a call and then immediately schedule a follow up call or a meeting that resulted from it or some research that needs to be done, etc.
  • I think they need some work on custom fields so that you can define fields and have them display as you like (set your own template) and filter by them.
  • I am confused by the precise meanings and functions of "Opportunities" and "Projects". I believe that when I looked at them at first I couldn't quite see either of them as meeting our needs although both had some positive attributes.
  • It would be good to have a better way to import lists of contacts while giving them a category like "Lead from Source A for Vertical B" and then migrating them to other categories such as prospect, customer, investor, partner, strategic partner etc.
  • Not really using enough yet to have a significant impact...
Most of the things we looked at were oriented toward Dev Teams but we have that covered. Some were more SFA and some were overly complex. On these criteria Insightly seemed close enough to our needs that we could start using it and watch it evolve. I am happy to give some more detailed feedback regarding needed functionality for a growing platform based startup.
It seems well suited to straight sales functionality given the limitations mentioned previously.

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)
Not Rated
Quote & order management
Not Rated
Interaction tracking
Channel / partner relationship management
Email marketing
Task management
Not Rated
Pipeline visualization
Customizable reports
Custom fields
API for custom integration
Not Rated
Single sign-on capability
Mobile access

Insightly Training

I used the videos. They are clear and concise. However, the issue of how best to configure the software for a particular need is NOT always clear. There are often several distinct options and it is not clear which is best. Choose the wrong option and discover it later and there is no way to recover but to start over. What I am referring to is whether a particular use case sb an Opportunity or a Project. More specifically for me should it be ONE opportunity or should it be MANY, one for each prospect, each with the same category and pipeline. Still waiting for a reply from support or the community.