Item: Insightly
Rating: 9
Author: Verified User

Overall Satisfaction with Insightly

Use Cases and Deployment Scope

We use Insightly CRM to manage quotes, policies, and documentation. Insightly makes it easy to customize fields, layouts, automation, and more. I can put any pertinent information on the quote/policy screens for easy access, or I can set up a rule where specific fields are hidden until XYZ happens, and that feature makes everything look so much nicer. I need to keep track of many data points, and Insightly's reporting tool is straightforward to use - it does everything I need! Insightly's Help Center is incredible as well. It's easy to navigate if I'm looking for a how-to on a particular item I'd like to implement, and if I can't find the answer, their team is quick to respond to my inquiries. Everyone I've interacted with at Insightly is amiable and knowledgeable.

Pros and Cons

Pros

Customization. Although there are some limitations, the world is almost your oyster with Insightly's customizations.
Simplicity. I appreciate when policy screens are not loaded with too much going on. Insightly looks clean.
Support. Their help center and the Insightly team is amazing.

Cons

Customization has both positive and negative aspects. Some fields cannot be customized, and I've run into some issues because of this.
Misleading features. I suppose it is the quickest way to describe it. I'm trying to get my team away from having five windows open simultaneously to go through one process, and Insightly's "reply to email" function is misleading. You can't reply to the email; it creates an entirely new email without the previous thread. Due to this feature not working as expected, my team has to return to their inbox and reply to the email.

Return on Investment

We've had a large increase in business, and Insightly makes it easy to track and manage the increased submissions and tasks.

Usability

Overall, Insightly is easy to use. Navigating Insightly is self-explanatory. On the admin side, finding certain fields to customize isn't self-explanatory, so there is a slight learning curve, but once you find what you're looking for, it's very easy. The only downside, again, is some "required" fields are not customizable, and they're not always relevant to a workflow, so there's just an extra field that no one needs, but it cannot be removed.

Integrated Platform Solution

We are implementing AppConnect now, which will help optimize our workflow and save time. The workflow required before AppConnect was simple, but it was also pretty manual.

Alternatives Considered

Zendesk Suite and Salesforce Lightning Platform

Insightly is significantly better than Zendesk. It is easy to use, pleasant to look at, and makes sense. However, I don't think Insightly is fair now compared to Salesforce. Insightly can do many of the same things as Salesforce, but I've only started on some of these features. Insightly has excellent potential, and its support team drives me to make it what I believe it can be. For the price, I believe Insightly is worth it.

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?

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?

Yes

Likelihood to Recommend

The positive and negative feature lists are why I give Insightly a nine out of ten. A LOT of the features are unique, but the ones lacking affect how I envision the perfect workflow for my team. My job is to create and streamline processes for my team; with AppConnect, I'm hoping a lot of the manual work is taken off their plate so they can focus on the essential things. I really hope Insightly implements a true "reply to email" feature in the future.

Insightly Feature Ratings

Comments

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