Item: Insightly
Rating: 9
Author: Alex McPherson

Use Cases and Deployment Scope

We use Insightly to manage all levels of the book publishing process. It helpfully compiles information across various departments (sales, media, etc) and presents them in an easily accessible format. I use Insightly primarily to catalog media appearances that I secure for authors, and to look at upcoming events they have so I can promote them. Insightly also creates reports that I can show to my superiors to demonstrate my success and area for improvement. Some occasional lag is the only issue I have with Insightly.

Pros and Cons

Allows me to easily catalog results that I obtain for each project.
Allows me to create easiy-readable reports that I can show to my superiors.
Allows my company to see progress via various charts and graphs for each book season — encouraging comparison with previous seasons.

The interface is sometimes laggy to navigate.
The log-in process requires one too many clicks.
There is sometimes a delay when adding data to reports.

Return on Investment

Insightly has allowed us to clearly view sales progress on each of our book seasons and adapt accordingly.
Insightly allows me to compile lots of media contacts and record who has followed through with our review/interview requests.
We've been able to use Insightly across all departments of our business to achieve goals and communicate issues — everything's interconnected.

Usability

Insightly has been an invaluable tool for Reedy Press. The only issue is occasional lag and delays when updating reports. Most everything else has been extremely helpful, especially for someone like me, who manages large amounts of contacts and needs the ability to track results easily. The compilation of reports is also essential, as I can easily visualize my progress.

Integrated Platform Solution

Everything is interconnected across Insightly, allowing our small team to work together and communicate successes/failures with minimal hassle.

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

Likelihood to Recommend

Insightly is well-suited to scenarios requiring organization of lots of complex data — presenting it a clear, easily manageable way that's not overwhelming and is simple to navigate. Insightly is also well-suited to documenting progress on certain projects, with its various tools to create graphs and reports. Insightly (at least the CRM platform) is not as well suited to sending out mass emails to contacts, and it requires users to be unafraid to get involved in adding data and organizing appropriately — the number of folders could get overwhelming if not properly explained.

Insightly Review — An Invaluable Tool

Software Version

Overall Satisfaction with Insightly