Reasonable product but slowly falling behind
October 09, 2023
Reasonable product but slowly falling behind
Score 7 out of 10
Vetted Review
Verified User
Software Version
Plus
Overall Satisfaction with Insightly
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).
- 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.
- A significantly lower cost alternative to the big CRM players. Relevant for small business.
- Tighter control of business data, better oversight.
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.
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