Item: Insightly
Rating: 9
Author: Verified User

Overall Satisfaction with Insightly

Use Cases and Deployment Scope

We use Insightly on the Program (Operations) side of our organization. We track our constituents and constituents on the waiting list. We use Insightly to track funding, activities and contact information for each of these constituents. We use it for communications and to track the frequency of our outreach to them.

Pros and Cons

Pros

Formatting of our pages
Ease of Data Entry
Task Tracking
Queries
Reports
Tracking data throughout the years

Cons

Would like to be able to edit (re-order) the list of LIST VIEW queries
It would be great if the STATE field had a dropdown with the states listed

Return on Investment

Close communications with our constituents has tripled due to implementing tasks and updating notes.
Have increased participation in our program by 75% by implementing improved communications tracking
Increased accuracy of our data by 95% by using reports to compare monthly Insightly results to raw data sources.

Usability

The software is easy to learn. Data entry is seamless and easy to navigate. Email templates are useful and easy to use. Tasks are convenient for managing workflow. Records link seamlessly.

Integrated Platform Solution

Insightly has totally increased our efficiency for managing our caseload and managing our data. Our constituents depend on us to keep track of their activity funding and Insightly really helps us keep real-time stats. Our organization funding is dependent on good reports and Insightly helps us provide detailed information for our donors to make the decision to donate to our organization.

Key Insights

Do you think Insightly delivers good value for the price?

Yes

Are you happy with Insightly's feature set?

Yes

Did Insightly live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Insightly go as expected?

I wasn't involved with the implementation phase

Would you buy Insightly again?

Yes

Other Software Used

GiveSmart

Likelihood to Recommend

Well suited to containing and reporting many details of current and long term data. Doesn't seem quite right for us for a full donor database - not as many of the capabilities we look for in that type of system.

Insightly Feature Ratings

Using Insightly

Users and Roles

5 - Case Managers
Data Specialist

Support Headcount Required

2 - Background in Data/Information

Business Processes Supported

Tracking Constituent activity and funding
Reporting on constituent activity for our donors
Managing Case Management tasks

Innovative Uses

Real-time reporting of daily progress toward Case Management goals
Real-time tracking of constituent activity and funding

Future Planned Uses

Automation of even more of our processes

Likelihood to Renew

The process for our data tracking and reporting is robust and Insightly really makes it easy for us. We have invested a lot recently to use App Connect and automate our processes.

Evaluating Insightly and Competitors

Products Replaced

Key Differentiators

Ease of Use

I wasn't in on the decision, but I think this was what made sense for those deciding

Evaluation Lessons Learned

I don't think I would change anything

Insightly Implementation

Implementation Rating

I was not there when Insightly was chosen or implemented. But arrived shortly thereafter and created all processes from there.

Implementation Details / Implementation Partner

Implemented in-house

Implementation Phases

Yes - After implemented, we went through many improvements as we learned the system

Change Management Lessons

Not sure - This was the first software we used when the organization was 'born'

Implementation Issues

Not understanding (or not being able to anticipate) future uses

Insightly Training

Training Types Used

No Training

In-Person Training

Online Training

Ease of Insightly Training

It was easy enough to learn, but I developed a training guide for our organization and I would recommend at least that

Configuring Insightly

Product Configurability

It is just right. I was pleased with the ease of configuring our software

Configuration Lessons

not right now

UI Customization

Yes - we have customized the interface extensively - Our case managers are busy with their work, so we needed it to be as user-friendly as possible for them. I also needed data to be grouped in easy ways for data entry and I was so happy to be able to easily customize our pages

Extensibility and Customization

No - we have not done any custom code

Additional Customization Considerations

Love the dashboards!

Insightly Support

Support Rating

We were completely happy with our Customer Success Manager. Dylan helped us implement new and more efficient ways to accomplish our tasks/mission using Insightly. He was always helpful and insightful to our use of the software and helped us adapt it accordingly

Insightly Customer Support Pros and Cons

Pros	Cons
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response	None

Premium Support

Yes. To help us get better use out of Insightly

Bug Resolution

Yes - Yes

Exceptional Examples of Insightly Support

We needed a way to track our data over the years and up until we had support, we had to delete the current year's data at the end of the year. Once we had support we learned about a whole new way of using Objects in Insightly to keep that data archived throughout the years. That was a brilliant breakthru for us and we appreciated it so much

Using Insightly

Usability Pros and Cons

Pros	Cons
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar	None

Easy Tasks

Data Entry
Queries and Reporting
Creating fields and pages
Creating objects

Difficult Tasks

Need to be able to sort and categorize the list of List Views (like can be done now with reports)

Mobile Interface Availability and Impressions

Yes - Very well for looking things up when away from a desktop computer

Insightly Reliability

Scalability

Not sure about scalability to other departments, but I do appreciate the flexibility as our constituent base grows.

Reliability and Availability

Very pleased. They always give long lead-time notifications of any planned outages.

Performance

Pages normally load quickly, but every now and then, as entering updates to fields, it take a while to update. Sometimes even after refreshing the screen, we have to exit and go back in to get the fields or queries to update.

Integrating Insightly

Ease of Integration

The email integration works well with each new employee

Systems Integrated With

gmail

Just the normal gmail integration. I didn't perform this process.

Future Integration Plans

not at this time

Types of Integration

File import/export

Just file export

Integration Lessons Learned

no advice.

Relationship with Insightly, Inc.

Pre-Sale Experience

They were willing to work with our timeline

Post-Sale Experience

Support is always available.

Professional Services

Our Customer Success Manager was great. A real professional and knowledgeable about the features and how they worked with our requirements

Key Negotiation Points

My boss handled all that

Contract Terms and Pricing Model

My boss handles this but I think it has been fine.

Dealing with Unbounce

not at this time

Upgrading Insightly

Upgrade Process

Yes - Smooth/minimal downtime.

One time there was an unexpected impact where the system added data to each record and it was data we didn't need. I think it was a note, but it was a while ago.