Solid tool for a variety of businesses, small to large.
February 23, 2018

Solid tool for a variety of businesses, small to large.

Scott Curty | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Basic

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

I am a Freelance Director/DP (video/film/photography). I use Insightly as my primary database for client contacts and more importantly, project management. Insightly allows me to track projects, and is the starting point for anyone I reach out to, or any project I work on.

Pros

  • Simple, one point access for clients, organizations and projects. Use Insightly more for PM than sales/Biz Dev. I can enter a new projects and quickly see a list of what projects are in which stage of the process, from not started to completed.
  • I can easily save emails (with attachments) directly back to its related projects. The attachments are automatically pulled and placed into the "files" area of the project.
  • The level of modification to fit difference business needs is great...there is so much I haven't even tapped into yet.

Cons

  • I just started using the new UX so there might be a way to do these things I'm about to state: Lock in the width of the columns so I don't need to resize each time I go to the projects page.
  • In Projects - the Project status WAS color coded. In the new UX its not! Why not? With Color Codes I could easily find and see where the projects are in the process. Yes, I know you can sort, but that's not the same.
  • In Organizations - I'd really like to see a tab/column for "Category". It was a no-brainer for me to see what categories the different organization fall under.
  • Change your Logo/font - The little heart make this look like a dating site, not a CRM platform. I like the color though.
  • Improved efficiency
  • Streamlined business processes
Being able to track my projects from getting the opportunity to conformation that I've been paid is important. without a platform, I'd be using Exel docs. Having data tied together (project, client, organization, notes and emails) is valuable.
It's difficult for me to say [where Insightly is well suited and/or less appropriate] being a freelancer. Admittedly, I use much less of Insightly than companies who use it for true CRM.

Insightly Feature Ratings

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

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