Item: Insightly
Rating: 7
Author: John Bosco Bunyi

Use Cases and Deployment Scope

We use Insightly as our CRM for our Director-level employees. It helps us track our customer contact information and our interactions with them.

Pros and Cons

Keep track of contact info
Keep track of interactions
Good CRM app on iOS

Pricing is a challenge for us
It is confusing to use at times
Website is buggy

Desired Outcomes using Insightly

Increased Sales
Improved efficiency
Centralized contact management
Streamlined business processes
Reduced number of meetings

I struggled to achieve those outcomes due to how complex Insightly got at times.

I like HubSpot’s email integration better but hated their app. Zoho was a step above HubSpot and was free for the size of my team. Google sheets combined with TeachWorks has actually been good enough for our team. Salesforce is great but expensive.

Other Software Used

HubSpot CRM

Likelihood to Recommend

For small/medium sized businesses where their parameters and fields line up nicely with Insightly, Insightly is great. For smaller businesses and startups, it’s difficult to get around the bugs at times, and how complex things can quickly get. The pricing can be an issue as well.

Who Insightly is best for

Software Version

Modules Used

Overall Satisfaction with Insightly

Use Cases and Deployment Scope

Pros and Cons

Desired Outcomes using Insightly

Alternatives Considered

Other Software Used

Likelihood to Recommend

Insightly Feature Ratings