Insightly's ease of use and great service make it a good a fit for our small business
Updated April 27, 2021

Insightly's ease of use and great service make it a good a fit for our small business

Jason Carlage | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Software Version

Basic

Overall Satisfaction with Insightly

It is used amongst the sales team; there are 3 full time reps, 1 part time rep, and 1 person who uses Insightly to manage the inside sales and run reports. It gives us a place to track opportunities and move them along. We are also beginning to use it more for e-mail campaigns.
  • Easy to use
  • Strong customer support
  • Sorts opportunties efficiently
  • Uploads contacts from excel/csv files quickly
  • Merges with Gmail
  • E-mail functionality is limited (e-mailing to groups, and e-mails allow for html only)
  • Cannot e-mail based on organization
  • Increased Sales
  • Improved efficiency
  • Centralized contact management
  • Streamlined business processes
We have in that all our of opportunities are now in one place. We have also uploaded contact information for each opportunity; our college faculty fills out surveys and we upload those surveys as pdfs for each opportunity. In projects, we have provided the link in our Google drive for the Excel spreadsheet containing all of the faculty responses. It's hard to say yet if we will increase sales because it's early in the selling season for us, but having the opportunities and pipelines in one place where we can quickly determine who needs follow up can help us to drive sales.
I found Insightly much easier to use than Salesforce or Zoho. I used Salesforce with a prior organization and I did not find it intuitive like Insightly is. It also took quite a while to create and sort opportunities. I found Zoho to be a little more cumbersome and not as easy to navigate as Insightly.
Insightly is well suited for a small business that wants to track sales with individual customers that aren't part of a bigger group. With our customer base, which is professors at colleges, it has been working well although we would like to have more ways to target all faculty at an individual school without having to tag all of them. The ease of use and customer service has been great, so I would recommend it to anyone who wants a CRM for a small business.

Insightly Feature Ratings

Customer data management / contact management
6
Workflow management
7
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Interaction tracking
8
Lead management
8
Email marketing
3
Task management
8
Billing and invoicing management
Not Rated
Reporting
8
Forecasting
7
Pipeline visualization
7
Customizable reports
8
Custom fields
8
API for custom integration
7
Not Rated
Single sign-on capability
Not Rated
Not Rated
Social engagement
Not Rated
Not Rated
Mobile access
Not Rated

Insightly Reliability