Item: Insightly
Rating: 8
Author: Kunal Garg

Overall Satisfaction with Insightly

Use Cases and Deployment Scope

The product was used in our Marketing & Sales team to manage lead data, prospect information and do sales forecasting as well as pipeline management. For us visibility into the fiscal quarter was important and lack of a tool like Insightly posed a problem. Therefore we decided to use it as it has all the necessary features we wanted.

Pros and Cons

Pros

Seamless management of Marketing and Sales process
Integration with MailChimp
Dashboards allow you to take knowledge based actions
Cross-functional team communication is smooth

Cons

It needs a visual overhaul as user experience can sometimes be affected due to outdated design
Limitations around restricting access to certain parts of the application to unrelated users
The calendar is buggy at most of the times as it does not pick information based on meetings and calls scheduled outside of Insightly

Return on Investment

Our turnaround time for lead to customer process was shortened by almost 10 days in a 6 weeks sales cycle
Issue of deadlines being missed due to improper documentation of communication was totally eradicated
Marketing & Sales were able to know where to do what and who to reach out depending upon the prospect, customer stage(s)

Alternatives Considered

Zoho CRM, Salesforce, MS Dynamics

Other Software Used

Zoho CRM, Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM), SAP Sales Cloud

Likelihood to Recommend

It allows companies to manage sales, contacts, projects, opportunities and client fulfillment in a very clean, efficient and user-friendly way. For companies that are managing lots of clients at different stages of fulfillment, Insightly's pipeline feature helps all the team members involved know exactly what they need to do and when.

Insightly Feature Ratings

Comments

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A feature packed CRM for small businesses (& smaller teams)

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