Insightly is great, if you're bigger than we are....
March 16, 2018
Insightly is great, if you're bigger than we are....
Score 7 out of 10
Vetted Review
Verified User
Software Version
Plus
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
We used it as a CRM. Full disclosure we cancelled our subscription last month. We used it across the organization with I believe 4 users maybe 5? We tracked customers and opportunities from first conversations up to closing or losing deals. We did not use it to send emails, connect with mail chimp, any of that. Simply as a way to have everyone look at the same database of opportunities.
- Integration with gmail. It was super handy to create opportunities right from gmail - inbox integration never happened but the gmail interface was handy. Same with signing in right from google apps.
- The ability to link opportunities, contacts, organizations, correspondence, and documents easily.
- Their sign up and cancel process was really great. Not to badmouth the competition, but we came from Salesforce who put us through hell trying to cancel. I really appreciated this.
- Easy reporting - we could schedule those automatically and easily.
- There were too many steps/too much time to create reports. So we generally just used the list and saved filters. So we didn't end up using the reports functions as much as they probably intended.
- Integration with google inbox
We wanted a way to track opportunities and clients. We loved it for this. We found it a bit complicated for our needs, and wanted to spend the money on software that also worked for our way of project management, which we didn't find a way to work with Insightly. We did achieve our goals of tracking and organizing opportunities.
- Salesforce and monday.com
Insightly kicked Salesforce's ass as far as service/customer help (speaking as a customer). Salesforce was beyond our comprehension in terms of easy of use - Insightly was super intuitive and a much better fit.
Monday is what we switched to. For what we actually use it for, Monday's a better fit. If we had more need of managing a sales team, I would probably start our Insightly subscription again.
Monday is what we switched to. For what we actually use it for, Monday's a better fit. If we had more need of managing a sales team, I would probably start our Insightly subscription again.