Item: Insightly
Rating: 7
Author: Verified User

Use Cases and Deployment Scope

Used exclusively as our business CRM. We use it to retain key data points about our clients and prospects. Additionally, we use it to record a history of completed tasks, actions and communication (primarily email).

Pros and Cons

Custom data fields
Oversight of business operation
Advanced yet simple reporting and filtering

In my opinion, CRM innovation has been near non-existing for many years, preferring to spend their efforts in other business lines such as a marketing platform
Two-factor authentication only available at the entreprise level. Enough of a reason on its own to seek alternatives.
Some localisation issues for non-US users.

Return on Investment

A significantly lower cost alternative to the big CRM players. Relevant for small business.
Tighter control of business data, better oversight.

Usability

A solid CRM covering most of the needs of a small business.

In my experience, the recent lack of platform development has seen it become less and less feature rich in comparison to other business tools we use. As a result we have slowly stripped its uses back to the core competancies.

Integrated Platform Solution

We recently stripped out workflow management from Insightly as we have found better tools in this area. Now primarily used for record keeping and simple data managemement.

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

monday.com, DocuSign, Mailchimp

Likelihood to Recommend

Very good when wishing to customise the CRM to suit your needs.

Limited integration options.

Reasonable product but slowly falling behind

Software Version

Overall Satisfaction with Insightly