Insightly - An Easy-To-Use Small Business Powerhouse
June 05, 2018
Insightly - An Easy-To-Use Small Business Powerhouse
Score 10 out of 10
Vetted Review
Verified User
Software Version
Other
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
We use Insightly as our primary CRM. One of our favorite features is the ability to blind copy e-mails into the system so that each account in CRM is tagged with that e-mail address. We also like how Insightly recognizes the domains for e-mails we forward in so that it automatically assigns it to an organization. Definitely excited about some of the new customizations possible (new field types) in Insightly to start tracking client anniversaries and follow-ups. We also like how contacts are automatically added to both Insightly and Google when we forward a new e-mail in. Definitely a system we should be using more. We have recommended this system to several colleagues.
- E-mail classification based on BCC from GMail
- Ease of use - the system is the easiest one we have ever used and we have tried several
- The link between records - organizations and contacts can be linked and you can define the link relationship (think referral partners)
- More customizations although those have improved a LOT with the new UI.
- More integration points to other systems
- Better e-mail marketing capabilities included in the standard package
Well, next up as I said earlier is more customization for things like client anniversaries. We used Insightly quite a lot a few years ago and we need to get back to using it for opportunity management and customer/client followup. Now that we have a full-time operations person that is one of their main roles and we will be adding them to Insightly to manage this shortly.
I have to come back to ease-of-use here because Insightly is one of those systems that anyone can pick up quickly. We originally migrated from Zoho CRM over to Insightly and have never looked back. We also have a fantastic monthly deal that we can never get again so I don't think we will be giving up our grandfathered subscription pricing any time soon. I do wish we could add certain features a-la-carte without having to give up our plan so it is unlikely that we will ever upgrade to a larger plan.