Insightly is okay at the basic function to share addresses company-wide but the overall value isn't worth the cost
December 19, 2017

Insightly is okay at the basic function to share addresses company-wide but the overall value isn't worth the cost

Anonymous | TrustRadius Reviewer
Score 2 out of 10
Vetted Review
Verified User

Software Version

Plus

Overall Satisfaction with Insightly

It is used company-wide to share contacts. We also use it to keep track of projects we're currently working on.
  • When contacts are linked to emails and files, it's easy to look these up.
  • When the Insightly app is used in Chrome, it makes it easy to keep track of contacts and emails without leaving Gmail.
  • It's easy to tag contacts and projects to create quick lists.
  • The merge function has been pretty bad for quite some time. Emails and other contact information can be lost forever.
  • The recent updates they've made make it harder to search.
  • Smartmerge has to be done one contact at a time.
  • Ultimately, it's a very expensive system for us - we merely need something that will allow us to share emails and keep track of lists. We have a set number of people we sell to and Insightly is built for a mass-email-sales company.
  • Customer care is not very good. Like so many Internet companies, there's no phone support.
  • The new layout is harder to read. We wish they'd give us an opportunity to customize the way the page looks. Over the search box, the letters CRM appear - making it hard to read what we're typing.
Insightly is built for a very specific kind of company. While we're frustrated with it, we haven't yet found something better.
It's better for companies who are in need to a typical CRM - who do mass emails and aren't working with a set client base. We are unusual - we have over 14,000 contacts but we do no mass mailings. We are a relationship-driven B2B which has been in business for over 20 years. You should also be happy using Chrome. We use Safari because we've determined that it's faster but Insightly isn't well-suited to it.

Insightly Feature Ratings

Customer data management / contact management
1
Workflow management
1
Opportunity management
1
Integration with email client (e.g., Outlook or Gmail)
2
Interaction tracking
2
Lead management
Not Rated
Email marketing
Not Rated
Task management
1
Reporting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Custom fields
6
API for custom integration
Not Rated
Role-based user permissions
6
Single sign-on capability
5
Marketing automation
Not Rated
Mobile access
6