From Simple Functionality to Complex: Insightly beats SalesForce
November 01, 2016

From Simple Functionality to Complex: Insightly beats SalesForce

Laurel Earhart | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Software Version

Plus

Overall Satisfaction with Insightly

Various departments use Insightly and track metrics accordingly. I use it for lead generation and tracking sales. It's convenient because I can create topics/tabs on the fly and the tool is useful even if you have limited information about your prospect. Salesforce, which I used to use, had almost too much functionality to be useful. Having a tool that is simple to use and doesn't require a specialist internally is preferable in a small, less than 50-person sized organization.
  • Basic prospecting
  • On-the-fly categorization and report generating
  • Quick answers
  • Can't think of a thing
  • Increased Sales
I can quickly add and investigate best possible leads and rank them based on various criteria developed on the fly.
Salesforce is like using a cannon when all you need is a flyswatter. Too complex for basic needs, whereas Insightly builds functionality from simple to complex.
Great for prospecting and smaller organizations with diverse needs

Insightly Feature Ratings

Customer data management / contact management
9
Workflow management
8
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Interaction tracking
9
Lead management
9
Email marketing
9
Task management
8
Billing and invoicing management
Not Rated
Reporting
9
Forecasting
7
Pipeline visualization
6
Customizable reports
8
Custom fields
10
API for custom integration
Not Rated
Not Rated
Single sign-on capability
Not Rated
Social engagement
10
Not Rated
Mobile access
Not Rated

Evaluating Insightly and Competitors

Yes - InfusionSoft was cumbersome to use and we thought capturing everyone's emails was intrusive.
  • Price
  • Product Usability
  • Positive Sales Experience with the Vendor
Capturing everyone's emails, whether work-related or not - was convenient but intrusive. We also wanted the capability to create ad-hoc lists for projects and to on the fly tagging of certain items.