Insightly - does what it says on the tin
August 14, 2018
Insightly - does what it says on the tin
Score 8 out of 10
Vetted Review
Verified User
Software Version
Free
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
While we may use official CRM within our organisation, I have been using Insightly for individual CRM purposes for a short while. It has a light touch interface that allows management of mails very easily and you don't have to be too tech savvy to get to grips with it. As it is just me, I can use the free version which is a bonus.
- Interfacing with Gmail
- Large amount of third party integrations
- Low cost
- Expansion of features within free version
- Reporting features are lacking
- Improved efficiency
There is no doubt that there is a level of improved efficiency with Insightly, but as always you have to put in some time to get the best out. This is not a magic solution out-of-the-box, so you do have to spend a bit of time to configure it.
We have used ZOHO in house and they are different beasts for different approaches. I find ZOHO too large and not up to date with integrations. It is a sign of the times that the previous industry leaders are lagging behind their younger counterparts and they also have a different level of costings that the new kids on the block don't seem to have as much importance on to gain market share.