Great product - good price
May 30, 2018

Great product - good price

Michael Guerrieo | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Plus

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

We use Insightly to manage our CRM. The best feature has been the multi-user interface, it keeps us on track and very efficient. The webhooks and API make it easy to set up and keep the platform very flexible. I would easily recommend Insightly to any company looking to deliver projects on time and to accelerate sales.

Pros

  • Insightly keeps the tools we already use connected and with the links to the file service we never lose a document.
  • The automation makes things easy. We set up project assignments within the pipelines which keep us on schedule and able to better manage milestones.
  • We've closed a lot more deals and done it much faster because of Insightly's sales pipeline management and workflow automation tools.
  • We have been able to manage all of our leads and new sales opportunities inside of a neat and easy to use pipeline view.

Cons

  • Pricing could be better. The tiering structure doesn't fit our sales model but I would imagine it works for most companies.
  • The sidebar for Gmail doesn't seem to work all that well. Access to Gmail is a great feature but the interaction is a little difficult to manage.
  • After completing a task the archiving does not make the task complete. It would be great if the task would complete upon archiving.
I have achieved the outcome I was expecting to when I first decided to make the move to use Insightly. I have achieved my original goals and now know better the additional functionality Insightly comes with which now allows me to expand my goals and be able to do much more.
I looked at Salesforce but they are too big and expensive for what my company size needs. I also looked at HubSpot, which I just love, however, the model they use for pricing does not work well with the customer base we have.
Insightly has been a great tool for my department and my company. Many of my peers in my company have been looking into using Insightly in their own departments which is great for us. The more we can improve adoption the better.

Insightly Feature Ratings

Customer data management / contact management
9
Workflow management
10
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Interaction tracking
9
Lead management
9
Email marketing
9
Task management
10
Reporting
9
Pipeline visualization
9
Customizable reports
8
Custom fields
9
API for custom integration
9
Role-based user permissions
10
Single sign-on capability
10
Marketing automation
9
Mobile access
9

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