Item: Insightly
Rating: 10
Author: Debbie Reyes

Use Cases and Deployment Scope

Insightly helps streamline our workforce by effectively keeping all of us in constant communication. We no longer use "Post It Notes" or a Dry Erase Board as Insightly offers "Tasks" which is a more efficient way of delegating tasks and assignments. As a result, our projects are completed faster and without the usual chaos.

Pros and Cons

Contact lists are very through and can be tagged for other projects
Emails can be easily saved onto Insightly without having to cut or paste
Insightly offers updated services dedicated to making us work smarter, not harder
Insightly is affordable for the small to mid-size business

Templates
Automation
Mobile Apps

Return on Investment

Able to show investors how "big" our company network is and how far our services go
It can chart which employees are more productive and in what areas
It helps save time by minimizing duplicate tasks

Usability

For a certain age group, many of them cannot let go the post it note. Teaching an old dog new tricks is sometimes harder than the job itself. While many of us are excited with options and new and faster ways, there are those who will not give it a try. They refuse to put in the time even though it would save them time in the long run.

Integrated Platform Solution

Insightly immensely helps our workforce run smoother with less errors or misunderstandings. It facilitates our boardroom meetings by having it there while we delegate certain tasks with the same goal in mind. It gives a visual means to an end which results in job completed in a timely and professional manner. We are able to provide efficient and effective service.

Alternatives Considered

Acme Point of Sale, SalesOutlook CRM and Axiom Sales Force Development

Inisghtly offers everything the bigger products offer but with an affordable price. Instead of getting lost or overwhelmed, Insightly is as big as you want it to be. Nothing is wasted or not appreciated.

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?

Yes

Did implementation of Insightly go as expected?

Yes

Would you buy Insightly again?

Yes

Other Software Used

QuickBooks Online, Microsoft 365, Google Assistant, Microsoft Access

Likelihood to Recommend

Insightly is well suited for a small to mid-size company. Before purchasing Insightly, we have used a couple other "big brand" CRMs and it was not useful because it was too extensive and a lot went to waste. Another program we use is QuickBooks Online. Insightly is not an accounting program. It does not send out invoices or keep track of paid bills. But, Insightly can show the same information but in a different context. For us, we use Insightly to store all of our Quickbooks transactions and job profiles. While Quickbooks Onlne keeps track of Profit and Losses, Insightly does that AND shows another level of our company which is our marketing and community outreach.

Insightly Adds Value to Your Workforce

Software Version

Modules Used

Overall Satisfaction with Insightly