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Insight into our recovery program.
Updated April 19, 2024

Insight into our recovery program.

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

Software Version

Professional

Overall Satisfaction with Insightly

I supervise a program that makes follow up calls to persons leaving residential treatment for substance use disorder.
As our clients discharge, they sign a consent to contact. We enter them into the 'pipeline' as new 'Leads" and after they complete the initial survey they are converted to an "opportunity". We are able to track them through Insightly. We are able to add notes about each contact call made to keep a record of our contacts with them. It has been extremely useful for our program. The initial set up of the program went smoothly and we have been happy with the tech support. If there was an organization who wished to set up a program like ours I would definitely recommend Insightly. This have made our program a success from the documentation to the monthly reports and the ability to work with all the data elements.
  • Ease of entering new people into the system and tracking them.
  • Ability to have data summaries at our fingertips.
  • The helpful Insightly staff we have interacted with through customer service and technical support.
  • The ability to ensure people listed as contacts are integrated into the 'leads' or opportunities.
  • This is difficult for me because there are so many ways to utilize this program.
  • My only other comment is that I need to learn more!
  • The product works very well for our organization
  • The price of the program has met our expectation financially
  • Our reporting ability has been outstanding
I have been extremely satisfied with the possibilities we have with this product.
The ability we have to follow up with people and set up follow up dates with them works very well for us.
We have tried to use Google docs and spread sheets to track our information unsuccessfully

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

It works very well for the purposes of our program. It is a wonderful way for us to enter clients into the system and track them.

Insightly Feature Ratings

8.3
Customer data management / contact management
8
Workflow management
8
Territory management
Not Rated
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
Not Rated
Interaction tracking
Not Rated
Customer Service & Support ()
Not Rated
9.0
Lead management
9
Email marketing
Not Rated
10.0
Task management
10
Reporting
10
8.0
Pipeline visualization
8
Customizable reports
8
8.0
Custom fields
8
Custom objects
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Social CRM ()
Not Rated
Not Rated
Marketing automation
Not Rated
Not Rated
Mobile access
Not Rated

Using Insightly

3 - Everyone that uses Insightly are working on communications with client who have recently been discharged from substance use residential treatment. We utilize this platform to 'track' our contacts with each of them.
1 - One person does the support for this platform.
  • Client tracking
  • Client notes
  • Data collection
  • We use it to keep tack of clients progress in thier recovery
  • Not sure.
We have used this for the last 2+ years and it has worked well for us.

Evaluating Insightly and Competitors

  • Ease of Use
We needed to find something that would work for us with the information we needed to collect.

Insightly Implementation

The technical support we received from the Insightly team was fantastic.
  • Implemented in-house
  • Population all the data that needed to be collected to fit our needs was the most time consuming.

Insightly Training

  • Online Training
The Insightly team did a great job of walking us through the system and training all the staff. Each time we had a question they set up a time to meet and went through all of our questions or issues. They have been very good at addressing any concerns we had.

Insightly Support

We have used Insightly for almost 2 years now. We have always been able to get in touch with support for a variety of reasons and they have never disappointed us. The support staff have always been very understanding. They have assisted with answers to our questions and have provided great tech support. We would highly recommend them.
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
Yes. We purchased the extra support because our needs are ever changing.
Yes. When we first purchased the product, we had a guy that spent a lot of time with us. He helped us set up the system tobe able to fit our needs. He was great! Very patient and spent a good amount of time with us.

Using Insightly

ProsCons
Like to use
Relatively simple
Easy to use
Well integrated
Consistent
Quick to learn
Feel confident using
Requires technical support
  • The ability to keep track of our clients and schedule our next contacts with them.
  • The data tracker is very simple
  • Sometimes generating reports has been difficult to learn.
  • In our situation, we needed more space for client notes.