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Using Insightly at a small non-profit
February 17, 2016

Using Insightly at a small non-profit

Matthew Boote | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Professional

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

Insightly is being used across the entire organization. The main business problem it addresses is our ability to manage and organize industry contacts. We also use Insightly as a way to manage, visualize, and analyze our business pipeline. The former (managing contacts) is mandatory for the entire organization while the latter (opportunities management) is used by higher up individuals.
  • Link people in Insightly because we can map relationships
  • Integrate with our email client because it makes the lift lower (we use Google Apps)
  • Easy customization because we have unique elements that need to be tracked.
  • Reporting - can't stress enough how even with new advanced reporting the functionality just isn't there.
  • Links - when exporting out, links don't stay. This effectively negates a lot of their value.
  • Tasks just don't work well for our organization.
  • Improved efficiency
  • Centralized contact management
The main outcome we hope to achieve is to organize and categorize our data effectively and efficiently. As a business we needed to capture what we were doing to be able to make decisions and understand past behavior, as well as increase communication and transparency among the team. We have mostly achieved these outcomes, but the main reasons for not fully achieving them are cultural, not anything to do with Insightly as a tool.
It is better suited for smaller organizations that need to build something fast. It is less appropriate for intricate and complex organizations as it doesn't scale extraordinarily well. It is best suited for people who don't like CRM systems very much but understand that they need to be used in businesses today to succeed.

Insightly Feature Ratings

8.0
Customer data management / contact management
9
Workflow management
Not Rated
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
9
Interaction tracking
Not Rated
Customer Service & Support ()
Not Rated
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
1.5
Task management
2
Billing and invoicing management
Not Rated
Reporting
1
2.3
Forecasting
1
Pipeline visualization
5
Customizable reports
1
6.0
Custom fields
7
API for custom integration
5
9.0
Single sign-on capability
9
3.0
Social engagement
3
Integrations with 3rd-party Software ()
Not Rated
7.0
Mobile access
7

Using Insightly

13 - They are across the entire team - all business functions.
1 - Effective communication skills and technical ability to trouble shoot problems in a creative manner. The most important skills are less on the technical side and more on the personal side.
  • Identifying new business opportunities.
  • When someone wants to approach an organization, and doesn't know them but someone else on our team does.
  • When someone on our team leaves and we need to retain contact information.
  • There haven't been any unexpected or innovative ways. We use the tool as prescribed and fairly basically.
  • If reporting tools are built out, there are a number of internal processes that can be streamlined and replaced with effective reports.
The product is cost-effective and easy to use. We need a CRM and individuals know the product well at this point. There is no need to go with an alternative.

Evaluating Insightly and Competitors

  • Price
  • Product Features
  • Product Usability
Product features are the most important factor - if the core features weren't there then nothing else would matter.
I wouldn't change our evaluation and selection process.

Insightly Implementation

Getting management on board from the beginning is key.
  • Implemented in-house
Change management was minimal - Team input and feedback is key.
  • Time management - getting everyone on board when they have other job duties.
  • Culture change - making sure everyone buys into actually using a CRM system.
  • Proper data uploading.
  • Increased internal transparency.
  • Better analysis of leads.
  • More efficient meetings.

Insightly Support

We haven't had to use support yet so it seems good. However, the main "support" we've used is via videos that are made available so those passive tools have worked well from a support standpoint.
ProsCons
None
None

Using Insightly

The tool is simple to learn and easy to use. With little technical knowledge, mostly just an ability to be curious and work problems out, the system can be learned and supported by all staff and support members.
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • I can't think of one function standing out as especially easy or elegant. All of them work very well and easily.
  • No functions are particularly difficult or cumbersome to perform if the functionality is included.
Yes, but I don't use it