Item: Insightly
Rating: 9
Author: Amy O'Day

Use Cases and Deployment Scope

One of my clients manages a group of influencers and we use Insightly as our database to keep track of everyone. Not only are we able to add common details such as contact information and demographics, but we are also able to create groups and tags to note specific groups or subjects we can search in order to come up with a nice pool of candidates for a specific campaign.

Pros and Cons

Very easy to use-you can start using it without a lot of experience
Allows you to create groups or add tags to your contacts for more organization
Gives the option to upload current contact lists into the database rather than manually entering
Allows for adding social media profiles
Allows you to create "custom" fields within your contact that are specific to your company

It pulls profile pictures from Twitter profiles and they aren't usually good quality within the profile
It would be nice if there were more "standard" social media profiles included in the main contact portion-rather than creating custom fields for others
When creating tags, it would be nice if they weren't case sensitive-which allows for duplicates to be created

Return on Investment

Positive: Insightly has enabled us to create a proposal for a team in much less time by using the search features
Positive: Insightly has enabled us to keep track of people we have worked with in the past in order to create a lasting relationship
Negative: Insightly isn't exactly the right fit for our industry, but it does have workaround capabilities.

Alternatives Considered

Zoho CRM and HubSpot CRM

While I don't make the decision on which CRM a client uses, I will say that Insightly was by far less labor intensive to set up and to follow, and to customize to fit our needs when compared to others. We don't use our CRM for sales, so Zoho and HubSpot wouldn't really fit that need.

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?

Yes

Would you buy Insightly again?

Yes

Other Software Used

ClickUp, Slack, Constant Contact

Usability

I started using Insightly with barely any knowledge beforehand. I found it super easy to navigate and when I needed a little bit more, I was able to find help in their support section on the website. There are many ways to customize/track your contacts' information which makes it a good option for pretty much anybody.

Support Rating

I give it a 10 because I didn't have to talk to live support, but any issues or questions I had were addressed in the support/help section.

Likelihood to Recommend

I think Insightly is a pretty good option for anyone looking for a database for their contacts. The different plans allow for a small number of contacts to a larger number for bigger companies. I'm not sure that really is a database that is completely perfect for everyone, but Insightly does a great job of covering at least a little bit of everything which makes it relevant to a lot of industries. I would say that if you are a really tiny company, this probably isn't the best software for your contact.

Insightly provides "Insight" on your Contacts!

Software Version

Overall Satisfaction with Insightly