The addition of the Marketing app to Insightly has locked us in!
November 15, 2023

The addition of the Marketing app to Insightly has locked us in!

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Plus

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

We use Insightly as our CRM to manage our 10,000+ customers and prospects. The ability to add custom fields and tags really enhances our use. Also, one year ago, we added the Marketing services and love it. It replaced our use of Mailchimp, and we're really satisfied.
  • tags
  • reporting
  • marketing app
  • Search feature needs improvement.
  • We don't measure the impact of Insightly on ROI. I can tell you that it's easy and intuitive to use and works as well as our CRM.
Despite some glitchy searches, it's very easy to look up information. Some of the links are difficult to interpret how to set up (i.e. for subsidiaries or related organizations).
It's had its biggest impact on the Marketing app and the related stats. Also, the ability to export based on tags is very helpful.
The Insightly Marketing app is more flexible than Mailchimp, and we love how it's integrated with Insightly's tags.

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?

No

Would you buy Insightly again?

Yes

We so value Insightly as our CRM that we've built features into our website to incorporate data feeds from Insightly regarding the customers.

Insightly Feature Ratings

Customer data management / contact management
9
Workflow management
6
Territory management
Not Rated
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
Not Rated
Interaction tracking
Not Rated
Lead management
Not Rated
Email marketing
9
Task management
9
Reporting
9
Pipeline visualization
Not Rated
Customizable reports
9
Custom fields
9
Custom objects
9
API for custom integration
Not Rated
Role-based user permissions
8
Single sign-on capability
8
Marketing automation
Not Rated
Mobile access
8