Item: Insightly
Rating: 9
Author: Renea Hanks

Use Cases and Deployment Scope

Insightly was used by my organization to organize customer information. I needed a really simple CRM that I could teach someone quickly how to use it and store the information. She caught on real easy! It is easy, quick set up and frees for 2 users. As a startup, the cost is extremely important. That solved the issue as well.

Pros and Cons

Most importantly, it is cloud-based software.
Integrates perfectly with GSuite and Google products.
Mobility. Perfect for digital nomads.

It needs to be more robust. Search needs to be improved.
Lacks marketing automation.
Better support

Desired Outcomes using Insightly

Streamlined business processes

Yes, to an extent. I did because:

Ability to organize contacts quickly
Follow up on leads
Email tracking
Powerful integration tools
Mobility
Inexpensive

I did not because:

Lack of marketing automation
Email marketing automation
Support

Overall, I did accomplish much more than I thought were possible. My assistant was able to gain her confidence using a new software.

Alternatives Considered

Zoho CRM and HubSpot CRM

Much more simple software! The interface is clean and not busy. Simple is smart. Insightly is simple. It has tags which you can use to find all sorts of important information. You can tag by company, titles, basically any custom tag you create. On my emails, Insightly integrates with MailChimp for email campaigns. Zoho uses their own.

Other Software Used

Accompany, Proposify, Rapportive

Likelihood to Recommend

Insightly is well suited for startups. It is great for beginners who are learning how to organize contacts and deals with a simple system. Any company that needs different software to be able to work alongside Insightly (Integrations) can do this easily with Insightly. It is best for companies that are on a tight budget but need to make every single dollar count.

Insightly Understands Small Business!

Software Version

Modules Used

Overall Satisfaction with Insightly