Kinda outdated but still good for the price for small business client data under 200 customers, after that it breaks down.
July 24, 2022
Kinda outdated but still good for the price for small business client data under 200 customers, after that it breaks down.
Score 3 out of 10
Vetted Review
Verified User
Software Version
Professional
Modules Used
- Insightly iOS / Android Mobile App
- Webapp
Overall Satisfaction with Insightly
We kept track of schools, administrators, and teachers' information, contacted them via email, and tracked the program we created through a sales CRM process with Insightly.
- Search within Insightly was great. Drop a name or school or email template into the search bar and you'd typically surface the thing you wanted quickly.
- You couldn't connect people to programs within a business well enough. It's like we needed one more level of abstraction. We had the schools and the "employees" and their roles, but then we could separate by program easily. We had to do all these manual sorts of list things, and it was a pain to keep track of things once we had hundreds of schools and a thousand people in there.
- You can only send emails to 50 contacts. That was so annoying. I should be able to send an email to hundreds, and Insightly should handle the job and perhaps just time delay the send 50 people at a time or something. I would have to send the email to 50 people at a time, and it was so annoying to deal with. My number 1 reason for seeking comparative products.
- Insightly got us started with our CRM needs and for that I'm thankful. We were able to keep things in line for many years (8) before the annoyances wore us down to look for a better solution. So for that, thank you.
- Negative impacts were the amount of friction, and annoyance in updating CRM info in mass, like I said before, the email cap being 50 people was so annoying.
Meh, as I said before, Insightly works well with small customer data loads. Once you get into the 400+ customer levels I think it begins to break down in how you change data and reach out to these people through Insightly.
Insightly falls behind both of these. Salesforce does way more and integrates with way more other platforms. But it sits next to them in an "out of date" user experience. Hubspot does less than Insightly in general but what it does do is plenty and all of what Hubspot does is a better user experience by far than Insightly. That's why we switched. It did what we needed and it did it far better.
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?
No