Item: Insightly
Rating: 8
Author: Verified User

Use Cases and Deployment Scope

Insightly was chosen as a replacement for Act. We're a team of 3, running a record label plus booking and promotion of a few bands. The primary user is not tech savvy. It hasn't been as intuitive for him as hoped, be we support him in getting things done.

Pros and Cons

Visually clear contact records
Flexible with tagging
Ease of emails recorded to contacts

The search feature has caused some challenges for the less tech savvy
Input fields for contacts are limiting
Historical tracking of previous employers for contacts

Desired Outcomes using Insightly

Centralized contact management

It is centralized and shared. But we're not as strong as the platform given our structure. Our data is a mess.

Alternatives Considered

Act and Basecamp

We had used Act as installed software but wanted a shared solution, hence the change. Insightly's Google integration was a big plus.

Other Software Used

EveryAction, JIRA Software, Atlassian Confluence

Likelihood to Recommend

It's been good for simply tracking contact info. But we have challenges with our primary user adding tags after mailing out promo materials. We've tagged a contact that they were mailed the newest record so that we can always see that they received Album1 when it's time to send new Album2. It would be great to be able to create the list, do the export and be prompted to immediately add a tag to the contacts in the export.

We're a small team...

Software Version

Modules Used

Overall Satisfaction with Insightly