Get some insight on Insightly!
January 17, 2020

Get some insight on Insightly!

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

Software Version

Professional

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

Insightly is being used by our customer success and sales teams within the organization. The business problems that Insightly addresses, its that it allows us to have one holistic view of our entire sales pipeline and existing customers. With Insightly, our team members can easily transition deals and clients from the sale to post-sale.

Pros

  • Project Management allows us to organize tasks as a customer moves through the sales process.
  • Pipeline management, through Insightly, provides an easy way to score leads and distribute to reps.

Cons

  • Insightly, at times, can be very tough to maneuver internally.
  • Insightly crashes at times, or requires you to refresh certain pages after making edits.
  • It's streamlining the sales process and decreasing total sales cycle time.
  • We've seen an increase in lead flow through scoring.
Insightly is much more efficient and user-friendly than their competition. From the back end, Salesforce can be tough when it comes to putting integration that causes it to freeze or require to be refreshed. While this is a concern with Insightly, from my experience it happens much less. Furthermore, Insightly is much more cost-effective for smaller-scale companies.
Insightly is perfect for an inbound and outbound sales and customer success team. With Insightly, we are able to incorporate all of our Sales Development Representatives, Solutions Consultants, Account Executives, and Launch Teams to work within the same dashboard accessing information at every stage of the sales cycle. This would be less appropriate for less robust sales teams that don't require as many touchpoints throughout the sales process.

Insightly Feature Ratings

7.4
Customer data management / contact management
7
Workflow management
8
Territory management
8
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
8
Interaction tracking
7
Customer Service & Support ()
Not Rated
8.0
Lead management
7
Email marketing
9
8.0
Task management
7
Reporting
9
8.5
Pipeline visualization
8
Customizable reports
9
8.0
Custom fields
7
Custom objects
8
API for custom integration
9
8.0
Role-based user permissions
9
Single sign-on capability
7
Social CRM ()
Not Rated
8.0
Marketing automation
8
8.0
Mobile access
8

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