Satisfied with Insightly
October 20, 2016

Satisfied with Insightly

Hans Peterson | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Basic

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

We use insightly to track all activity in the sales pipeline from lead to project completion and payment. As a very small organization with several relatively small projects running at the same time, insightly helps to keep track of all of our clients and the work we are delivering to them. With insightly, opportunities don't get lost, they get followed up on; projects don't stagnate, they get done; and most importantly payments don't get forgotten, they get paid.

Pros

  • Insightly is great for pushing your opportunities and projects from one stage in the pipeline to the next.
  • We like keeping track of opportunity related tasks on our mobile devices, and also having a full overview of opportunities when not at the desk.
  • Using the reporting features is key. Daily and weekly checkups of where we stand help drive us into action.

Cons

  • I would like a more highly automated and integrated system of handling emails. Gmail is king, insightly shouldn't try to replicate it or draw a user away from it. I know Gmail isn't conducive to team sharing, but I don't want to be using two systems at the same time.
  • Increased Sales
  • Improved efficiency
  • Streamlined business processes
  1. Increased sales: Yes, because we can remain active on more opportunity over a given period of time without losing track.
  2. Improved efficiency: Yes, see above.
  3. Streamlined business processes: Yes, see above - also, Insightly offers a great platform based on some excellent best practices so that you don't go too far off track in creating your own processes that might be less than optimal.
Add to that list quite a few more - but these were the ones that stood out and lasted longer in the evaluation process. Can't remember specifically why we chose Insightly in the end, but we did a lot of testing before we did, and there were several points where other solutions simply didn't have what we needed.
Insightly seems to be a completely acceptable way to manage sales opportunities, contacts, and project flow at a lower price than what you'd pay for the bigger brand solutions. Why pay for more than what you actually need? More complexity will probably cost you even more in lost time anyway. But I can't really speak for larger organizations with more specialized needs - nor do I know how well Insightly can be customized for such applications.

Insightly Feature Ratings

Customer data management / contact management
8
Workflow management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
5
Interaction tracking
7
Lead management
8
Email marketing
Not Rated
Task management
8
Billing and invoicing management
Not Rated
Reporting
9
Forecasting
8
Pipeline visualization
10
Customizable reports
10
Custom fields
9
API for custom integration
Not Rated
Not Rated
Single sign-on capability
Not Rated
Not Rated
Social engagement
Not Rated
Mobile access
8

Comments

More Reviews of Insightly