Item: Insightly
Rating: 6
Author: Anton Parker

Overall Satisfaction with Insightly

Use Cases and Deployment Scope

We use Insightly as a sales tool to database and track interaction with our clients. Primarily we will use it for prospecting new clients as well as keeping on top of our existing clients. We also use it to track activity and sales across the company and then split out over each individual account manager.

Pros and Cons

Pros

The ability to set up filters to generate lists based on just the categories I am interested in.
It's integration with our sales data so we can see customer spending trends across multiple years and seasons.
The ability to circle back to previous email correspondence to refresh on past conversations with individual clients.

Cons

It would be good if clients would be auto updated if we have interacted with their card. Rather than having to manually check the date of "updated".
I find that when Insightly imports a new contact via the email tag being added, they will not come into the company with the company's field included, and that needs to be manually added.
For example if a new contact at Department of Health gets added they do not come in with an Industry: Government that their organisation has already.
When generating lists to export is is frustrating that you can only work with one page at a time. For instance you can not manually check all the clients on page 1 then move to page 2 to check some more to add to the list. It does not remember the ones from the previous page once you move to the next.

Return on Investment

While I am working in a capacity that does not involve my input into the licensing or cost side of us having Insightly I can see that there is certainly a good ROI.
With 9 account managers utilising the system at any one time we can instantly keep track of our own sales and client data while also being able to see what others do.
Being able to track key KPIs as well with graphs and charts enables us to see where we sit within our targets and easily adapt to areas that need more attention.

Usability

While there is a lot under the hood, and a lot that we perhaps do not need to utilise in our usage. What we do need access to though is easy to find and well laid out. It is easy to customise the views and tables as well to tailor it to our preferences.

Integrated Platform Solution

Insightly gives us the data to easily run reports and comparisons among different industries, job roles of those at the organisations and the spend that the different departments have. This enables us to get a more macro overview for our sales and targeting. In turn this has a great effect on fine tuning our approach to customers and their needs.

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?

Yes

Did implementation of Insightly go as expected?

Yes

Would you buy Insightly again?

Yes

Other Software Used

Adobe Acrobat, SketchUp, Adobe Illustrator CC

Likelihood to Recommend

For what we use it for and the ease of use I am happy to recommend Insightly however I can appreciate that others may have more complex feature requirements than I use. As such I would mainly only recommend it to people who I feel would use it in a similar capacity to me.

Insightly Feature Ratings

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Insightly Review

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