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Great economical CRM with customization and 3rd party integration capabilities
March 13, 2023

Great economical CRM with customization and 3rd party integration capabilities

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

Software Version

Enterprise

Overall Satisfaction with Insightly

I use Insightly daily to manage my tasks, update client contact information, and to track opportunities. Insightly offers users from different departments the ability to pass work and opportunities throughout our enterprise. I also use Insightly for client prospecting, marketing, and e-mail.
  • Cost effective CRM solution
  • Tools to merge duplicate contacts and organizations in the CRM
  • Google Integration
  • Ability to customize for our enterprises
  • Robust phone integration
  • Need for a dedicated client prospecting module
  • Speed of automations
  • Increased client database
  • Reduced our IT staff cost
  • Reduced time to release custom features
Insightly is customizable and easy to use. Our team was able to reduce our IT department by utilizing custom features and automation from Insightly. The system also makes it easy to update client profiles and can track last activity with each client.
Insightly has reduced the number of software platforms that our enterprise requires to operate efficiently. Insightly has helpful plugins with other relevant pieces of software that we use such as PandaDoc and QuickBooks. By keeping all of these tied together our enterprise can pass customer projects, opportunities, and invoicing throughout our business.

Do you think Insightly delivers good value for the price?

Yes

Are you happy with Insightly's feature set?

No

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

Well suited for passing information within an organization and for a basic CRM. It is less effective if you need high levels of customization to meet your needs.

Insightly Feature Ratings

4.3
Customer data management / contact management
9
Workflow management
5
Territory management
Not Rated
Opportunity management
2
Integration with email client (e.g., Outlook or Gmail)
7
Quote & order management
1
Interaction tracking
2
Customer Service & Support ()
Not Rated
8.0
Lead management
Not Rated
Email marketing
8
9.0
Task management
9
Reporting
Not Rated
9.0
Pipeline visualization
9
Customizable reports
Not Rated
6.5
Custom fields
8
Custom objects
Not Rated
API for custom integration
5
9.0
Role-based user permissions
8
Single sign-on capability
10
Social CRM ()
Not Rated
Not Rated
Marketing automation
Not Rated
1.0
Mobile access
1

Using Insightly

90 - Sales, accounting, purchasing, logistics, shop technicians, appraisal services, auction services
5 - Non-programmers, but tech savvy employees with advanced computer skills.
  • Reduce costs of developing our own software
  • Custom automations
  • 3rd party integrations
  • To create prospecting list views
I feel it is our best option for the money that we have explored. I'd still like to see intergation with a very robust phone solution (Insightly Voice was a bust for us as we have needs for lots of phone features). A specialized prospecting module for the sales team would be helpful, but for now we make custom list views.