Item: Insightly
Rating: 8
Author: Verified User

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

Formatting of our pages
Ease of Data Entry
Task Tracking
Queries
Reports

Without putting information in Notes, there is no way to maintain multiple fields' yearly information over several years.
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
In NOTES, you can report on Comment count - It would be nice you could report on comment count in TASKS also

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.

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, Formstack Forms, Salsa Engage

Usability

The software is easy to learn. Data entry is seamless and easy to navigate. It works best for Year-to-date data, but without putting information in Notes, there is no way to maintain multiple fields' yearly information over several years.
Email templates are useful and easy to use. Tasks are convenient for managing workflow.

Support Rating

There was a simple functionality that just changed - without warning. When we asked that it be repaired back to its original form, it took several months. We don't know if it is because we don't pay for the highest level of the software, but it seemed like it took too long.
Often when we ask other questions about functions of the software, the response we get is that we should buy a higher level (a level which would not suit our needs as a small nonprofit organization)

Likelihood to Recommend

Well suited to containing and reporting many details of current data but less well-suited to long term data that needs to be reported on and compared throughout several years.

Doesn't seem quite right for a full donor database - not as many of the capabilities we look for in that type of system.

Data - Tasks - Communications

Software Version

Overall Satisfaction with Insightly