Item: Insightly
Rating: 8
Author: Verified User

Use Cases and Deployment Scope

We were in need of a database in which to store client information (and which could be easily accessible by all team members), track various client "journeys," and send emails to mailing lists. We also wanted to keep an email trail for each client in a centralized location.

Pros and Cons

Outlook connector - easy button to add emails sent to clients to Insightly
Client profiles - comprehensive storage of client data
Client journeys - being able to track and capture the stage that a client is in

Lack of ability to edit certain categories (for example, including multiple email addresses for a client)
Text editing - limited functionality in terms of style options (highlighting text, etc.)
Lag between CRM and marketing sides - have to get an admin to update the crossover
Marketing calls clients "prospects" - unwieldy and doesn't make sense, since we also have a category for "prospects" in our CRM that means something else

Return on Investment

Overall, the system has allowed us to easily access client info (which we struggled with previously because a lot of our info was decentralized).

Usability

Insightly is pretty easy to learn and use. I've had an overall positive experience working with it, with only a few issues, and always have felt like our Insightly rep was there to support us if we needed help. Super grateful for what Insightly has been able to provide for our business overall.

Integrated Platform Solution

We have been able to coordinate across multiple team members using the informational ability of Insightly to grant us all access to certain shared information (and update it as needed).

Alternatives Considered

NetSuite ERP

Netsuite had a number of issues (including slowness and poor layout/design) which we struggled with. Insightly seemed to offer alternatives and overall boasted a better interface which we have been quite happy with so far.

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

Formstack Forms, Adobe Acrobat, SmartVault

Likelihood to Recommend

Overall, I think Insightly works well for offices/businesses who have relatively simple and straightforward client processes (ours is not entirely this way - there's a lot that's so complex it cannot be encompassed by the modules Insightly offers). Also well suited for businesses who are sending out regular marketing emails and want to streamline the process.

Great software for small businesses!

Software Version

Overall Satisfaction with Insightly