Item: Insightly
Rating: 10
Author: Verified User

Overall Satisfaction with Insightly

Use Cases and Deployment Scope

We are a small company. Right now I just use it but I'll be adding Marketing soon. I use it to track potential leads and opportunities.

Pros and Cons

Pros

Intuitive and well laid out
Data integrity is good
Cost point can't be beat

Cons

Better Gmail integration - sometimes it works, sometimes it doesn't
More robust tagging and categorization

Desired Outcomes using Insightly

Manage and grow leads. I think I've captured a lot of quality data but I'm not sure I'm using it effectively.

Alternatives Considered

I've used SalesForce.com extensively at prior companies. I think Insightly is a lot cleaner and more intuitive and the webservices are more robust and mature.

Other Software Used

Google App Engine, Accounting by Wave, Gusto, Slack, Calendly, Google Analytics, Trello

Likelihood to Recommend

I think it stacks up well against larger CRM solutions. It's excellent for my SMB but it should be fine in an enterprise as long as it supports LDAP/SSO.

Insightly Feature Ratings

Comments

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Great CRM and productivity App

Software Version