How insightful is insightly?
Updated August 05, 2022
How insightful is insightly?
Score 10 out of 10
Vetted Review
Verified User
Software Version
Plus
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
Our entire company uses Insightly. It allows us to stay on task and communicate about our projects, prospects, and conversations had with over 200+ clients with each other. It allows us to manage tasks and our employees productivity. Before we used insightly we had a difficult time knowing who was doing what with whom. Less headaches all around.
- Manages tasks
- Tracks prospects
- Keeps track of client communication
- Ability to hide old clients
- Deleting a task removes notes we sometimes wish to keep.
- Tracking leads
- Project Management
Our Project Management team has found a lot of success in optimizing our tasks and customer experience.
Insightly offers a unique experience and that was exactly what we were looking for.
Do you think Insightly delivers good value for the price?
Yes
Are you happy with Insightly's feature set?
Yes
Did Insightly live up to sales and marketing promises?
Yes
Did implementation of Insightly go as expected?
Yes
Would you buy Insightly again?
Yes
Insightly Feature Ratings
Using Insightly
4 - It is our CRM, Sales Tool, and Task Manager system.
4 - Detail oriented, systems focused individuals. The training is the easy part, the data entry portion requires management.
- Tracking project status.
- Keeping in touch with clients.
- Alerting our database of updates in real time.
- Tracking prospects and referrals.
- Sending out mass alerts for software or system updates.
- Pitching the same project to a large base.
- Sales team management
Evaluating Insightly and Competitors
Yes - SalesForce many years ago.
- Price
- Product Features
- Product Usability
Insightly Implementation
- Implemented in-house
Change management was a small part of the implementation and was well-handled
Insightly Training
Configuring Insightly
Yes - we have customized the interface extensively - My admin did it.
Insightly Support
| Pros | Cons |
|---|---|
None | Problems left unsolved Not kept informed Escalation required Difficult to get immediate help Need to explain problems multiple times Slow Initial Response |
Didn't get offered this feature.
Yes - Yes. Took time, but it was resolved.
When we were thinking of leaving they set up a meeting to compare what we were looking at to what they offer, it was very helpful.
Using Insightly
| Pros | Cons |
|---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar | None |
- Customer Information
- Project Tasks
- Proposal Status
Yes - It is less intuitive than the desktop version. I wish it would integrate better with voice.