Highly customizable CRM platform to provide Insight into your clients.
March 10, 2023

Highly customizable CRM platform to provide Insight into your clients.

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Insightly

Our organization uses Insightly as our centralized CRM for all business activities.

For us, we needed:
  • A place for Sales to log their pitch calls and closes in one location.
  • A way for marketing related email cadence to be sent out to prospective and active clients
  • A centralized space for our Client Success team to see a client's journey and log client interactions
  • A system to track individual coaching sessions and activities offered by our contractors
  • A centralized location for payment dataA data reporting and dashboarding tool to give leadership insight into the functions of the business.
Within the Insightly platform, we track our sales cycle, contacts, products sold, as well as the administration of the coaching products we sell. Insightly allows us to have a one stop central location of information for all of the teams within our organization and also allows for customization based off of business need.
  • Client Support
  • Ability to customize the system
  • Ease of setting up permissions for users
  • Inclusive use of appconnect
  • Being able to calculate certain business metrics such as LTV
  • Ability to see record count as records are limited
  • Lead Conversion
  • Allowed full client lifecycle viewpoints
  • Automation increased efficiency
Insightly does provide a highly customizable platform which can be driven by the user in most instances. There are times where there is a need for technical involvement from Insightly or limitations on some of the customizations. Overall, the platform is easy to use and easy to train on for individuals within our organization.
As a CRM, Insightly serves our needs as a centralized place to store information about our clients. We have set up workflows within the system to assist with automating emails and certain pieces of information we frequently need.

We have not optimized many of the marketing and service options provided within Insightly as they are not included within our package.

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?

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?

Yes

If you are looking for a platform which allows you to be able to create your own modules based off of your business case, Insightly provides great functionality and capabilities within the platform. We have been able to create several sections, called custom objects, which allow us to tailor processes based off of our business functions.

It may not be well suited to individuals who want to have a built out of the box or module based CRM system. Unless you purchase additional modules, you may have to be creative in finding solutions within the limitations of the Professional level. Many of the features we would look for are available at the Enterprise level, but the cost is prohibitive.

Insightly Feature Ratings

Customer data management / contact management
8
Workflow management
8
Territory management
Not Rated
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Quote & order management
7
Interaction tracking
Not Rated
Lead management
8
Email marketing
8
Task management
5
Reporting
8
Pipeline visualization
8
Customizable reports
9
Custom fields
10
Custom objects
10
API for custom integration
10
Role-based user permissions
8
Single sign-on capability
Not Rated
Marketing automation
8
Mobile access
9