My opinion on how not to use a product
November 30, 2022

My opinion on how not to use a product

Alejandra Gutierrez | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Professional

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

Maintain membership records.
  • Easy to locate information
  • Import tasks
  • Tracking course offerings
  • Internal impelmentation
  • The services we provide
  • will not need this
  • type of a program.
I have used other CRM programs and this is the easiest. Again, it is not the product it is how it is used that does not work for the services we provide. I question on a daily basis why they spend the (limited) dollars they do in having the software. But I do not make the decisions; I use it, enjoy the features I can use and I knwo it is a great product.
It does not help for the reasons I already stated. We are not using the product to the extent of its capability because people are not prepared to do so in this organization and because the services we provide are so limited there is no need for this CRM at this point.

Do you think Insightly delivers good value for the price?

Not sure

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

The visual aspect of a PIPELINE chart is useful, if people were to use it and use it correctly. The issue is NOY with the product is with how it is utilized.

Insightly Feature Ratings

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