Item: Insightly
Rating: 7
Author: Shivam Bhatt

Use Cases and Deployment Scope

It is being used by some departments in Business Operations to keep a record of all customer and partner data. The most defining part of this CRM is definitely its seamless integration with G Suite, which is why it is one of the most popular CRMs on the market. In my experience using Insightly, I have found it to be a robust CRM with almost all the basic features and functionalities to help you effortlessly manage customer and partner relationships. It is flexible in terms of customization according to your requirements and is easy to use. It has helped us manage our leads, customer interactions, and opportunities all in one place while having visibility in the entire process.

Pros and Cons

Inexpensive
A clean and user friendly interface that is easy to navigate
Reporting features are quite comprehensive
Integration with G suite and other sales tools
Workflow management is easy to set up and makes collaboration simple

It lacks proper technical support. There aren't enough technical resources online and their support team isn't any help.
It takes months for their team to get the bugs fixed and is incredibly slow coming out with updates.
Lacks advanced features for contact management and opportunity management.

Return on Investment

Reduction in sales cycle
Improving client relationships
Helping improve internal workflow process
Accelerating time to market
Creating operational efficiencies

Alternatives Considered

Salesforce Lightning Platform (formerly Salesforce App Cloud), Sugar Sell (SugarCRM) and Zoho CRM

The main reason for going ahead with Insightly was the cost. It meets our basic requirements of lead management and we didn't want to spend a lot on a CRM tool. Other than that, most other CRMs we evaluated have all the basic and advanced capabilities.

Key Insights

Do you think Insightly delivers good value for the price?

Yes

Are you happy with Insightly's feature set?

Did Insightly live up to sales and marketing promises?

Did implementation of Insightly go as expected?

Yes

Would you buy Insightly again?

Yes

Other Software Used

Wingman, Gong.io, BlueJeans Meetings

Usability

Insightly has met all our expectations in terms of its usability as a CRM. The feature set for certain modules like lead management, workflow management, and project management is comprehensive and can be used effectively. However, it doesn't compare well to other CRMs that have much better features and cover functionality for many other areas in a sales cycle. They also don't have a strong support team to help fix issues and bugs. Additionally, it lacks a good reporting feature, so there is room for improvement there.

Support Rating

We're very disappointed with the technical support Insightly has to offer. Firstly, there is a lack of proper training modules or technical resources available online, even with a strong community of users. Then, their support team is highly unresponsive and so slow in getting a speedy resolution to your problem. We have faced issues in the past and it was almost impossible to get in touch with their support team. On the other hand, during implementation, their support team was great and made sure everything was set up properly and smoothly.

Likelihood to Recommend

Insightly is better suited for growing companies and startups looking for an inexpensive CRM. It even has a free version to play around with. It is flexible in terms of how you want to configure it. It is well suited for areas like lead management or project management, but if you're looking for advanced features for reporting or opportunity management then it is a very average tool.

Decent CRM for SMBs

Software Version

Modules Used

Overall Satisfaction with Insightly