Item: Insightly
Rating: 9
Author: Paige Breidinger

Use Cases and Deployment Scope

Insightly was used as our CRM as well as order and customer management. We pulled reports from Insightly multiple times a day regarding product frequency as well as sales orders.

Pros and Cons

Able to manipulate reports
Sends automated emails to customers
Product portfolio

Have a warning if a duplicate PO is input
have multiple users able to add new products

Return on Investment

Mid-market revenue growth

Usability

Very easy to find everything needed. The reports took some getting used to, but all the data was there.

Integrated Platform Solution

Our whole company was able to access Insightly and view all the data that they needed. From the sales to the operations team.

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?

I wasn't involved with the implementation phase

Would you buy Insightly again?

Yes

Likelihood to Recommend

Insightly has been helpful in order management and pulling sales history. I am in operations and it was convenient to be able to pull multiple sales reports as well as keep track of customers.

Operations Perspective

Software Version

Overall Satisfaction with Insightly