Insightly, a a game-changer for our organization.
March 02, 2023

Insightly, a a game-changer for our organization.

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

Software Version

Professional

Overall Satisfaction with Insightly

Insightly is an incredibly useful tool for managing international projects and opportunities as a CRM system. As a user, I appreciate the simplicity of the interface and how easy it is to customize and tailor the platform to our organization's needs. One of the most useful features of Insightly is the ability to track projects and opportunities across multiple teams and regions. The platform allows us to assign tasks, set reminders, and monitor progress in real-time, making collaboration across different time zones and languages seamless. Another standout feature is the ability to integrate with other software, such as Google Suite, which further streamlines our workflow and enhances productivity. Additionally, the platform's reporting and analytics tools are robust, providing valuable insights into our sales and project management processes. Overall, Insightly has been an invaluable tool for our organization, helping us to improve our efficiency and effectiveness when managing international projects and opportunities. If you're looking for a powerful and easy-to-use CRM system, I highly recommend giving Insightly a try.
  • User Interface
  • Automation
  • Tracking
  • Project Management
  • Sometimes slow
  • Positive impact on businesses' ROI, particularly for mid-market companies
The reason why is that one of the main benefits of Insightly is its ability to streamline workflows and improve collaboration between teams, resulting in increased productivity and efficiency. This, in turn, can lead to higher revenue growth, as teams can focus on delivering better products and services to customers.
As a user of Insightly, I can confidently say that the platform has had a significant impact on our organization's ability to optimize workflows and performance. By providing a unified CRM, marketing, and service platform, Insightly has made it easier for us to manage customer data and improve relationships. One of the biggest advantages of Insightly is its ability to streamline workflows and improve collaboration between teams. With all customer data stored in a single platform, teams can quickly access and share information, reducing the time and effort required to manage projects and customer relationships. Overall, Insightly has been a game-changer for our organization, enabling us to optimize our workflows and performance and ultimately drive better business results.

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 particularly useful for project managers who need to monitor the progress of multiple projects simultaneously. Its customizable dashboards and reporting tools make it easy to keep track of timelines, budgets, and project status updates. On the other hand, Insightly may not be the best choice for smaller businesses with simpler project management needs. Its pricing model can be more expensive than other alternatives, and its features may not be fully utilized by organizations with less complex requirements. In summary, Insightly is a robust CRM system that is well-suited for businesses that require powerful project management and customer relationship tools. Its versatility, scalability, and reporting capabilities make it a top choice for medium to large organizations operating across different regions.

Insightly Feature Ratings

Customer data management / contact management
9
Workflow management
8
Territory management
10
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
7
Quote & order management
8
Lead management
8
Task management
9
Pipeline visualization
9
Customizable reports
9
Custom fields
8
Custom objects
9
API for custom integration
8
Not Rated
Marketing automation
8
Mobile access
8