Item: Insightly
Rating: 7
Author: Verified User

Use Cases and Deployment Scope

We began using insightly to manage our contacts and sales pipeline. Things were getting confused and we were dropping the ball by not having access to our contacts and sales prospects from various devices and those people who needed access were unable to access them also. Using Insightly as a central repository for contacts and contact info and details was excellent.

Pros and Cons

Captures contact details.
It's a very simple and easy to use CRM.
It integrates with the Google Suite very well.

The contact syncing is somewhat frustrating at times.
I would have like to see more storage in the lesser priced tiers.
The Android module could be improved.

Desired Outcomes using Insightly

Centralized contact management

We managed to partially achieve this using Insightly; however, we found that the email capture portion was lacking. You need to BCC each email to your Insightly email address. That proved to be difficult to remember and accident prone. The contact syncing worked pretty well and we were happy with the performance.

Alternatives Considered

Agile CRM

The email syncing is what sets Agile CRM and Insightly CRM apart. With Agile CRM, you can set it to capture each and every email sent and received and that connects them to a contact in a time line feature, which is great when another team member wants to get up to speed quickly.

Other Software Used

Agile CRM, Zapier, Freshdesk

Likelihood to Recommend

It's well suited for an emerging team that needs to share contact information. It can also capture emails if they are forwarded to the service. It's possible to BCC it with every email, but I would prefer it to capture the emails via integration. That's a little wonky. However, it is by far the easiest and most fun CRM to use that we have used to date.

Insight on Insightly

Software Version

Modules Used

Overall Satisfaction with Insightly