Item: Insightly
Rating: 10
Author: Kati Gresk

Use Cases and Deployment Scope

We use Insightly CRM primarily to manage prospective sales of our small group product line. Our leads come in either directly from groups or through agents that we work with so the CRM allows us to stay on top of the opportunity and close the sale. Using Insightly CRM allows us to fully optimize our resources and sell as many groups as we can. It also shows us trends in the data so we can identify populations and niches that we should target.

Pros and Cons

A modern CRM that is very organized and easy to use
The dashboards are very easy to put together with an unlimited amount of customization which allows you to have a clear snapshot of the state of the business objectives
The Insightly support team, is there to help at the drop of a dime and want to do everything they can to help you succeed. They will not only help you with your asks but make suggestions from their plethora of intel.

There are some minor glitches such as the screen freezing up. You can fix this by refreshing the page and it doesn't happen often but when it does, it does disrupt the flow.
Pulling a report from multiple objects is limited. You have a lot of options but there are some things you want to be able to pull in together and you can't.
Items such as Contacts and Organizations don't always link together.

Return on Investment

We have been able to make more sales because of the organization of our opportunities and leads.
We have been able to retain our sales because of the automation of tasks and projects we have set up to support our sold groups.
We have created better and closer relationships with our agents which in turn have created more sales for us.

Usability

There is really nothing as far as customization to the system that we cannot do. It's extremely easy to customize as well as use. Anything we want to add or remove to our Objects can usually be done in a few minutes or less. You can tell everything is very well thought out and was made to be modern and up to date.

Integrated Platform Solution

There are many fields from the CRM that we can use to target specific audiences within the Marketing platform. We can create forms in Insightly Marketing that can be shared on our website or in advertising that then can be converted into a Lead in Insightly CRM with the intel filled out based on certain parameters. A specific user or lead assignment rule can be used to notify someone to reach out to the Lead. Everything flows together very well.

Key Insights

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

Other Software Used

Bloomfire, Evolent Aldera, Smartsheet

Likelihood to Recommend

Insightly just about checks all the boxes for what we need to manage our small group sales. It allows us to work the small group opportunities that come in as well as manage the groups once they are actually sold. Having a database that can be completely customizable allows us to pull reports on just about any data points that we want. We can also set automated tasks such as a reminder to check in with a sold group a month into the sale to ensure we are providing great service. Everything is very well connected.

A modern customizable CRM that will save time and your budget

Software Version

Overall Satisfaction with Insightly