Still Learning.
August 11, 2024

Still Learning.

Anonymous | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Insightly

CRM and marketing platforms.

Pros

  • List building.
  • Email templates.
  • Journeys

Cons

  • Can’t figure out how to load things into file manager.
  • I Don’t like that replies to emails cannot be tracked.
  • I am having trouble seeing actions from emails load into the contact or prospect record correctly.
  • Marketing training takes too long.
  • Too early to say.
The platform has the right functionality, but the user interface is clunky.
I had a hard time getting the actions taken on the marketing side to show up correctly within the CRM.
HubSpot‘s interface is much cleaner and easier to use in my opinion. I did not like working within Salesforce.

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?

No

Did implementation of Insightly go as expected?

No

Would you buy Insightly again?

No

I would tell them it works okay and has most of the functionality I need, but the user interface is really clunky.

Insightly Feature Ratings

3.5
Customer data management / contact management
3
Opportunity management
5
Integration with email client (e.g., Outlook or Gmail)
3
Interaction tracking
3
Customer Service & Support ()
Not Rated
6.0
Lead management
6
Email marketing
6
6.5
Task management
6
Reporting
7
CRM Reporting & Analytics ()
Not Rated
Customization ()
Not Rated
Security ()
Not Rated
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
Platform ()
Not Rated

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