Easy & Inexpensive
December 21, 2016

Easy & Inexpensive

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version


Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

We had a team that was made up of account managers, production managers and a project manager and no CRM tool to manage our accounts and campaigns. We were using a very popular project management tool as a CRM and paying for it as well. We were constantly "jerry-rigging" this platform to meet the needs of every function on the team, and it never did. NO GOOD!

In evaluating a CRM system, cost was very important as we would in theory be paying NOT only for a CRM but continue paying for the project management platform as well which made no sense. Insightly was the last CRM to "fall" on my radar, and thank goodness because not only was it very cost effective for us but it also included a project management component so ideally we would be able to stop paying and ineffectively using the PM tool, manage our accounts as well as managing our campaign builds. The plan had always been to use it within our group get it up and running well and then extend its use to the sales team so we could manage the full life cycle of all sales from lead to final reporting. The biggest business problem it addressed was that it gave the account managers the ability to actually manage their accounts, from beginning to end, all aspects, in a meaningful way.

  • BIGGEST: Initial ease of use without needing a "Dev Tech" to build it out for use.
  • Incorporation of the project management into the account management process.
  • Pricing.
  • It seems that in making this platform as simple as possible, some very obvious things were overlooked/missed. One of the biggest ones that was a bit of a pain point for us, were the pipelines. We really wanted to use them, but the problem is that there are too many not-so-obvious clicks involved to get to the next step in project pipeline. And especially when you are talking about automation, if it is tied into the tasks associated with an activity set, well once you "COMPLETE" those tasks it should automatically advance to the next step in the pipeline. But even considering that you want a user to click on something, even the click-thru path is unnecessarily cumbersome.
  • Centralized contact management
Increased Sales: N/A (we are working up to that)
Improved Efficiency: Yes
Centralized Contact Management: Yes
Streamlined Business Processes: Too soon to tell
Reduced number of meetings: N/A
Other: N/A
Chose insightly because of its ease of use, pricing, and does everything we need. And one of these is NOT a CRM. And Smartsheet, I absolutely love.
I can't really think of any where it is "less appropriate" because I really love this platform.

Insightly Feature Ratings

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