An Affordable and Highly Customizable CRM Solution
March 01, 2023

An Affordable and Highly Customizable CRM Solution

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Modules Used

  • AppConnect
  • Insightly Marketing

Overall Satisfaction with Insightly

We use Insightly for managing Contact information, Organization information, working Opportunities, completing Projects, creating Quotes, sending Invoices via their QBO integration, sending documents via their PandaDoc integration, and automating processes via their Workato integration. There isn't a division within our company that doesn't use Insightly in some form or fashion. It is a very flexible CRM that can do just about anything. We even manage products within it.

Pros

  • Automation
  • End-User Page Layout
  • Administrator Features

Cons

  • Project Management
  • Instant Notifications within the app
  • More detailed record edit logging
  • I'm not privy to conversations like this.
  • I'm a software administrator
  • Numbers reporting is not something I do.
Insightly's addition of Workato (AppConnect) has made it the most customizable software I've ever worked with. I find myself asking why other software companies we deal with why they don't have some of the same features as Insightly. The automation capabilities are very strong. Overall a very good software to work with.
Insightly has allowed our Sales teams to focus less on what they should be filling out and more on what they should be doing. Now they don't have to wonder what data they need to be recording from their calls, since we now require fields that are needed, and instead they can focus on calling more prospects.
I've not dealt with other CRM softwares.

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

Insightly is well suited to automate tedious functions that a sales person would do day to day. It also excels at data integrity with it's robust permission levels that administrators can manipulate. These permissions can go all the way down to the field level. You can also use C# to set validation rules to prevent users from filling things out as you had intended. Insightly doesn't do so well when quoting which is surprising. You can create basic quotes but for additional cross-object functionality you will need to make a very technical merge document. This has pushed our company to look elsewhere for customizable Quotes. We plan to integrate it with Insightly via Workato.

Insightly Feature Ratings

Customer data management / contact management
9
Workflow management
9
Territory management
7
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
5
Quote & order management
2
Interaction tracking
7
Lead management
8
Email marketing
7
Task management
6
Reporting
8
Pipeline visualization
9
Customizable reports
8
Custom fields
10
Custom objects
10
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
10
Marketing automation
9
Mobile access
7

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