Item: Insightly
Rating: 5
Author: Verified User

Use Cases and Deployment Scope

Internal CRM to see production data PII, marketing emails, reporting

Pros and Cons

Quick access to data
Easy reporting tools
Ability to take API calls

Cannot have multiple contacts using same email
Not a great user experience with API webhook responses

Return on Investment

can't really say as we don't use it purely as a way to drive business just suport and ops

Usability

It can be customized however you want with limitations since each use case is very specific.

Insightly has helped us look at our production database and gives us the ability to give access to our operations team to customer information. It also helps with us tracking all of our leads and merchants that sign up with us so that we can see what's happening with our paticular partners that we work with.

Key Insights

Do you think Insightly delivers good value for the price?

Yes

Are you happy with Insightly's feature set?

Did Insightly live up to sales and marketing promises?

Did implementation of Insightly go as expected?

I wasn't involved with the implementation phase

Would you buy Insightly again?

Other Software Used

Jira Software, Trello, Slack

Likelihood to Recommend

Insightly is good for a quick start to your CRM needs. However, you will outgrow it quickly especially if you use it as a way to visualize your production data.

Insightly Review

Software Version

Overall Satisfaction with Insightly