Item: Insightly
Rating: 8
Author: Alvaro Satrustegui

Overall Satisfaction with Insightly

Use Cases and Deployment Scope

It is used across the whole organization. It helps to report on sales, to work as a team, to manage projects and to automate tasks and workflows. We also have a detailed view of what the problems are and are able to give solutions on the fly. The integration with Evernote, MailChimp, and Slack helps us work much more efficiently.

Pros and Cons

Pros

Insightly integrates CRM and Project Management
Insightly includes workflows and automation
Insightly's integration with MailChimp simplifies lead's management and digital marketing in general
Insightly helps team members to work together efficiently as all information is gathered in one place

Cons

There should be a chat for improving comms within team members
Reporting is not as good as it can be. It should be easier to config.
Support should have a chat service

Desired Outcomes using Insightly

Increase in sales.
Improves efficiency of teamwork.
Better control of KPI'S.
Better service to clients.
Reduction of costs.
Reduce response time.

Alternatives Considered

Prospect Works, Base CRM, Vtiger and Zoho CRM

Insightly is more comprehensive than the others except for maybe for Vtiger. Price/quality relation is better in Insightly. The learning curve is lower with Insightly.

Other Software Used

Evernote, MailChimp, Slack, G Suite

Likelihood to Recommend

Scenarios where it is well suited: Task management, control of KPI, contacts management, opportunity management, workflows, and automation.

Scenarios where it is less appropriate: Project management, Mobile App

Insightly Feature Ratings

Using Insightly

Users and Roles

9 - From CEO to reception. Everybody uses Insightly

Support Headcount Required

10 - IT manager, Sales manager

Business Processes Supported

Opportunities
Tasks
Contacts
Projects

Innovative Uses

Workflows with Opportunites and Projects
Project using personalized fields
Contacts management

Future Planned Uses

New Automatization with Webhooks
New Workflows
New integrations

Likelihood to Renew

Because we are doing well with Insightly and we expect to improve it.

Evaluating Insightly and Competitors

Products Replaced

Key Differentiators

Price
Product Features
Product Usability
Third-party Reviews

Product Features: Insightly has all the features we need in one application, plus all integrations with the other apps we use.

Evaluation Lessons Learned

I would not.

Insightly Implementation

Implementation Rating

Yes. Don't worry if it does not work perfect the first time, you can edit all of it and change any part until it works for you.

Implementation Details / Implementation Partner

Implemented in-house

Implementation Phases

Yes -
1) Tasks
2) Opportunities
3) Projects
4) Reporting
5) Workflows

Change Management Lessons

Change management was a big part of the implementation and was well-handled - Implementing Insightly gave us a much better idea of our work processes and the level of service we were delivering.

Implementation Issues

Team members resilience to change
Getting used to routines
The idea of working with an application that measures your performance

Insightly Support

Support Rating

Support is good in Insightly but I miss a chat service.

Insightly Customer Support Pros and Cons

Pros	Cons
Quick Resolution Good followup Knowledgeable team Problems get solved Immediate help available Support understands my problem Support cares about my success Quick Initial Response	None

Bug Resolution

Yes - Yes it was

Exceptional Examples of Insightly Support

Yes. It was when shifting to the new user experience. We had a problem with dates update as we use it in Spanish. The support was excellent and had 3 Insightly team members interacting with me. The bug was solved in 3 days time. I was delighted with how much care they put on this issue.

Using Insightly

Usability

Because usability is one of the great things about Insightly

Usability Pros and Cons

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