Insightly is a great CRM for users of all technology comfort levels
Updated November 25, 2021

Insightly is a great CRM for users of all technology comfort levels

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

Software Version

Basic

Overall Satisfaction with Insightly

Insightly helps our department better understand the needs of customers, by helping to track their inquiries with us and the associated products they are interested in. It also helps us to email them directly from Insightly, or we can have our emails feed directly into Insightly. It also serves as a reminder for which customers are due for a follow-up.

Pros

  • Track leads. Adding contacts and sorting them based on the lead stage is clear and easy to do.
  • Clean interface. It's easy to use Insightly and show someone else how to use it.
  • Integrating with email. Emails are stored with the associated contact, making it helpful to view all communications inside Insightly

Cons

  • Task/sorting stages. Adding tasks creates a little banner and you can also change the stages. I found them a little redundant as a user
  • Uploading contacts can be a little slow when done in bulk
  • Positive, it helps us to understand what communications and needs customers have. Nothing is missed as long as it is tracked in Insightly, and the email integration helps to ensure all communications are logged in Insightly.
  • Positive, in that my colleagues are able to step in when someone is out, and see what conversations a customer has had with a team member, and where they left off. If a team member leaves our organization, no transition notes will be missed because communications are logged.
  • Positive, in that it helps us to easily prioritize which customers are due for a follow up.
Insightly ranks towards the top for ease of use and that is very important, as we add new team members. Sage is a little dated and clunky, and I find Salesforce to not be intuitive at all and extremely clunky, and if an error is made it is impossible to understand what it is without getting help. There are also so many different instances of Salesforce, you can't just find help on YouTube. Insightly's support reps are great and there are plenty of videos and self-help things on YouTube and their site if needed.

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?

Yes

Did implementation of Insightly go as expected?

Yes

Would you buy Insightly again?

Yes

Insightly has a very clean interface, the home page will list your recent tasks or your current tasks, and you can customize much of it. On the left the options to get to the various opportunities or reports are nice. Searching through contacts is easy and I like the opportunity stages which are also customizable. Lastly, we have a variety of technology comfortability in our department but everyone was able to pretty quickly get up to speed with Insightly.
The Insightly support personal are experienced and knowledgeable, a pleasure to deal with, and in my experience, they are the best in all the CRM's. There are so many videos to watch on the site and on YouTube, they are short videos on virtually anything you'd need to do. There are also longer videos if you want more of a tour of all the functions on the site.
For medium or smaller businesses or teams, Insightly is great. It is easy to use and it's clear as opportunities to run various stages. The email integration is strong. For my team we use Insightly frequently to collaborate, we're all on the same page on what next steps need to be done when communicating with customers, and my various team members can access Insightly if someone is out and another team member needs to step in. It makes our team much more efficient.

Insightly Feature Ratings

Customer data management / contact management
9
Workflow management
9
Territory management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
Not Rated
Interaction tracking
Not Rated
Lead management
9
Email marketing
9
Task management
9
Reporting
8
Pipeline visualization
8
Customizable reports
8
Custom fields
9
Custom objects
Not Rated
API for custom integration
8
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Marketing automation
Not Rated
Mobile access
9

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