Insightly has potential to be good
March 10, 2023

Insightly has potential to be good

Hannah Rafeld | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Insightly

I mainly use Insightly API to pull data to a database so I can view it through Vue.js components. Some issues I would say is the process of even getting the API and the fields that we need is a lot longer and harder process than other services

Pros

  • The Dashboard at the front that is overview of data is helpful
  • Instructions on how to use the API Development

Cons

  • Insightly has trouble loading for sales
  • Insightly doesn't always sync up with what we need
  • Insightly has made it possible for us to pull data to our custom application which. This application will not only help us but out clients
I dont work a ton with Insightly just the development aspect of it not really the calling and collecting the data. I just am going off of what I have been told throughout my company
I think insightly has a lot of potential. I think there are still some things like loading and syncing issues that cause problems for the sales side of my company and I think that insightly can be impactful in a good way but also bad in other way. These issues can make it hard for our sales team to be able to do what they need to do when insightly is causing those issues

Do you think Insightly delivers good value for the price?

Not sure

Are you happy with Insightly's feature set?

Yes

Did Insightly live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Insightly go as expected?

I wasn't involved with the implementation phase

Would you buy Insightly again?

No

If you are making calls and need to keep track for multiple companies who do all different thing I think it is set up very well for that. I have not personally used the Marketing for insightly but I have heard good things about it

Insightly Feature Ratings

Not Rated
Customer data management / contact management
Not Rated
Workflow management
Not Rated
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Quote & order management
Not Rated
Interaction tracking
Not Rated
Customer Service & Support ()
Not Rated
Not Rated
Lead management
Not Rated
Not Rated
Reporting
Not Rated
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
6.7
Custom fields
7
Custom objects
7
API for custom integration
6
7.5
Role-based user permissions
7
Single sign-on capability
8
Social CRM ()
Not Rated
6.0
Marketing automation
6
Not Rated
Mobile access
Not Rated

Comments

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