An excellent product that's well designed and flexible. Highly recommended!!
October 19, 2016
An excellent product that's well designed and flexible. Highly recommended!!
Score 10 out of 10
Vetted Review
Verified User
Software Version
Free
Overall Satisfaction with Insightly
Insightly is being used by our marketing department as the database for our ongoing media outreach program. We use it to store all of our media contact information as well as notes on when contact was last made and what projects are ongoing with that particular person. We also use the built in email facility as it allows us to store emails directly within the contact record and also monitor if they have been read and attachments opened. The reporting functionality is used to manage each individual campaign. All contacts that are part of that campaign are tagged and included in a report which is then used to track marketing activities and results. After analyzing many similar tools, we chose Insightly because it allows us to associate multiple organizations with a single contact. This is particularly useful when working with freelance journalists because they're often associated with more than one publication. We couldn't find any other CRM that allowed us to do this.
- Allows association of multiple organizations with a single contact. No other CRM we found was able to do this.
- Allows tagging of contacts and organizations. Tags are a quick and flexible way to group contacts together and enable reporting.
- Integrated email facility is very easy to configure and allows the user to monitor if emails have been read and attachments opened. Extremely useful for marketing campaigns!
- Search facility is the best I have found in any CRM. A search on any part of a company or contact name will show results which for me is essential.
- Interface is simple and easy to use.
- It would be great if the Emails tab could be enhanced so that emails that have been opened are highlighted in a different color. This would allow the user to see at a glance what proportion of emails have been ignored. Currently I need to click on each email individually and its difficult to get an overall picture of how the campaign is going.
- One of the problems I have is remembering to link an new contact and organization together after they have both been entered. It would be a good improvement if I could enter the organization and then click on a button to create a new contact and automatically link them together. This is just a nice to have that would prevent user error and potential un-linked entities.
- Increased Sales
- Centralized contact management
Increased Sales - Yes we have achieved an increase in sales as a direct result of the campaign we ran through insightly. Due to the volume of journalists we need to contact in order to generate exposure, it is essential that we have a good CRM. Insightly is used continuously on a day to day basis as part of this strategy.
Centralized Contact Management - Yes all contacts are now managed in a single location with reporting available for senior management.
Centralized Contact Management - Yes all contacts are now managed in a single location with reporting available for senior management.
HubSpot:
- no one to many relationship between contact -> companies
- search facility doesn't work well
- generally buggy
Zoho
- no one to many relationship between contact -> companies
- search facility doesn't work well
- pipeline isn't configurable
instream
- no export functionality at all
- search facility doesn't work well
- search facility doesn't work well