Insightly is good to start but it doesn't scale when you grow.
Ignacio Cruz | TrustRadius Reviewer
January 22, 2020

Insightly is good to start but it doesn't scale when you grow.

Score 4 out of 10
Vetted Review
Verified User
Review Source

Software Version

Basic

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

It was used in the whole sales department and some of the people in Customer Success. We had a process to manage Inbound Leads and another process to do Outbound by prospecting based on Cold Emails. The problem for us, was that Insightly didn't have good tools to do prospecting with cold emails, so every salesman had to create their own tasks to do the follow-ups. That's the main reason why we changed the CRM. For Customer Success we used the "Project" tab that allowed the Project Manager/Account Manager to communicate the process of the implementation to the salesman.
  • Link between Sales and Project Managers
  • Stages on opportunities
  • Managing Leads
  • Workflows for task assignment
  • It helped for our first step on building a CRM
  • The segmentation was very difficult
We selected Insightly because of the price. After a year we migrated to Freshsales because it gives us all the features we need for inbound and outbound (workflows for tasks, email campaigns, auto-assignation, integration with a phone provider, integration with multiple apps for marketing, create forms for capturing leads on landing pages) and the price is really good for the service.
Insightly is well suited when you are on a low budget and you have a small sales team that can work with most of the tasks manually. It's much better than working with a spreadsheet as you can have a history of all the leads but it doesn't have lot's of integrations and it doesn't scale when you grow.

Insightly Feature Ratings

Customer data management / contact management
7
Workflow management
2
Territory management
5
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
Not Rated
Interaction tracking
Not Rated
Lead management
3
Email marketing
2
Task management
3
Reporting
Not Rated
Pipeline visualization
3
Customizable reports
4
Custom fields
Not Rated
Custom objects
Not Rated
API for custom integration
Not Rated
Role-based user permissions
8
Single sign-on capability
Not Rated
Marketing automation
2
Mobile access
2