Not the most intuitive.
September 23, 2024

Not the most intuitive.

Anonymous | TrustRadius Reviewer
Score 2 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Insightly

My team manages vendor communication to over 3,000 accounts. We use Insightly to store our account data, automate tasking, and send marketing emails and sales pipelines.

Pros

  • Stores the data that we have manually entered.
  • The customer service team has been helpful with troubleshooting.

Cons

  • I feel a lot of the processes are overly complicated or require in-depth troubleshooting, specifically with App Connect.
  • In my opinion, Insightly is not intuitive. After being familiar with the gold-standard CRM, Salesforce, it's frustrating to use Unsightly, which feels far behind its technology.
  • Fields in organizations are not easily customizable, which creates a lot of friction.
  • Project pipelines
  • Org and contact library
I feel like Insightly is not as easily customizable for someone who has been using it for nearly ten years. I've found my way to navigate, but I would not categorize it as customizable or easy to use. Neither of those traits is true.
I use Insightly marketing to send monthly emails, which, once explained to me by my Insightly rep, is the most user-friendly aspect of Insightly. I have prospect lists dynamically set up and essentially "rinse and repeat" the email template each month.

Do you think Insightly delivers good value for the price?

Not sure

Are you happy with Insightly's feature set?

No

Did Insightly live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Insightly go as expected?

I wasn't involved with the implementation phase

Would you buy Insightly again?

No

In my experience, Insightly is not an intuitive CRM. To integrate with the other systems used at my company it requires resources across the sales, production, engineering and analytics teams. Many of the functionality provided by Insightly CRM are cumbersome and inefficient.

Insightly Feature Ratings

3.5
Workflow management
2
Territory management
4
Opportunity management
4
Integration with email client (e.g., Outlook or Gmail)
4
Customer Service & Support ()
Not Rated
4.0
Lead management
3
Email marketing
5
3.0
Task management
4
Reporting
2
3.0
Pipeline visualization
2
Customizable reports
4
1.5
Custom fields
1
API for custom integration
2
4.0
Role-based user permissions
4
Social CRM ()
Not Rated
2.0
Marketing automation
2
Platform ()
Not Rated

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