#1 Contributor in the Insightly CRM Community (Insightly CRM Authorized Partner)
Updated December 29, 2017
#1 Contributor in the Insightly CRM Community (Insightly CRM Authorized Partner)
Score 9 out of 10
Vetted Review
Software Version
Professional
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
I implement Insightly CRM and integrated products for businesses of all sizes. Use cases for each client varies quite a bit. I have implemented Insightly for real estate agencies, manufacturers, distributors, consultants, and service-based businesses. Sometimes we use all the modules Insightly offers: Leads, Contacts, Organizations, Opportunities and Project Management. Depending on our client's needs, we may use only Contacts. Overall, Insightly is flexible enough to meet most needs and wants considering their API is built out very well and ecosystem of integrated products is growing bigger and bigger every day.
- The software has a great price point, rich with features, quick to setup, great support included, and easy to use, so you will get a fast ROI.
- As I stated before their API is built out very well and the ecosystem of integrated products is growing bigger and bigger everyday. This allows you to diversify your software investments and scale with Insightly.
- The direction of the company is on a good path. About four or five years ago they became known as the #1 CRM on the GSuite (formerly known as Google Apps for Work) marketplace, and with their new Office 365 integration -which is about on par with their GSuite integration- who knows what achievements Insightly will make next!
- Lastly, Insightly has impressive security and privacy protocols for a small to mid-sized business CRM software, which is absolutely necessary for protecting your customer's data. Go here for more information on their security and compliance features: https://www.insightly.com/product/security-and-compliance/
- More information on Insightly's "cons" along with their planned updates can be found here on the community's Ideas & Suggestions page: https://support.insight.ly/hc/en-us/community/topics/200181344-Ideas-Suggestions?sort_by=votes
- There are some fundamentals that still need to be addressed, most importantly, a backup and restore function. Although, they do have open API, so with a little extra work you can fill in that missing part. I recently wrote an article entitled, 5 Best Practices for Insightly CRM. Here I address some of the gaps in their software and what can be done to overcome these issues: https://www.insightly.com/blog/5-best-crm-practices-for-insightly-part-1/
- Other
As an Insightly CRM expert I want to provide the community and my clients with unparalleled value especially when it comes to implementing their software. For example, I would love to see Insightly build out the API's system setting objects, so we can quickly create instances of Insightly to include workflows, custom fields, reports, etc. specific to the new user's industry. If we can easily replicate implementations with industry specific templates, we can lower costs and speed up the ROI time for most new users.
- Salesforce and Exact Synergy Enterprise
When it comes to customization (not configuration) Insightly does not compare because it does not offer that option. This is the single biggest differentiator between Insightly and these enterprise level CRM systems. When it comes to budget, setup time, and user adoption rates, I imagine Insightly would be much more favorable.