Feedback From a Newbie
Updated April 28, 2017

Feedback From a Newbie

Phil Cashen | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source

Software Version


Overall Satisfaction with Insightly

Insightly is used to organize and manage our business development activities for our clients and new prospects. We are beginning to utilize the reporting functions available in Insightly. Our business management team members are the primary users of the system.
  • Communication tracking. This feature is very useful when implementing an effective follow-up plan for new prospects.
  • The Email template library saves a lot of time when communicating with a large number of prospects.
  • The help desk is easy to use and provides meaningful input to address questions we may have.
  • Individual record administration is an area where we need to improve. Consistent coding within each record is a must, without it, searches and sorts can be incomplete.
  • Increased Sales
  • Centralized contact management
We need to improve our commitment to using Insightly more effectively. Our sales have increased, but with a more committed approach we should see greater sales improvement.
I worked with SalesForce previously. It's a powerful CRM tool, but it requires much more maintenance & discipline to gain the full benefit of the software. I have seen larger companies ($50 M++) have better success using SalesForce.
Insightly provides an efficient process to communicate with a large number of contacts and coordinate the follow-up required. It takes a lot of time to make sure the records that are imported are formatted consistently.

Insightly Feature Ratings

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

Insightly Reliability

(+) Being able to download my LinkedIn connections was a huge benefit. (+) I use the task function to stay on top of my follow-up activity which is another positive feature. (+) The sorting capabilities also help me pinpoint the contacts that I need to stay on top of.
(-) When I add a new lead from an existing organization, I would like the organization's information to automatically populate the fields like address, website, description. I enter all that information manually. (-) My mass mailing experience has been tedious due to the email function being interrupted and crashing due to bad email addresses in some of my records. (-) Many of my leads do not have current email addresses. I wish Insightly offered a tool to help find email addresses. I spend too much time researching to find email addresses.