Item: Insightly
Rating: 7
Author: Savanna Rush

Overall Satisfaction with Insightly

Use Cases and Deployment Scope

We use Insightly to keep track of our customers and their pipelines to know where we are in our sales. It helps us stay organized, it gives us a map to follow, and it gives us tasks to follow to keep up with our customers. I think it is most useful for our sales reps who have a lot of customers that they have a hard time keeping track of. Overall, it solves a lot of our organization and customer database problems.

Pros and Cons

Pros

Organizing customers
Pipeline instructions
Pretty fast at responding when having issues
Merging accounts option/ease of deletion

Cons

Gmail AI- reading the wrong part of the email and making new accounts of ones we already have
Complicated settings
Pretty fast at responding when we have inquiries however usually customer service needs really detailed responses and screenshots
More comprehensive user training- I joined the webinar and it just basically went over what you would be implementing, not how to use it
Proof of data privacy

Return on Investment

It has helped with revenue growth because we are able to keep track of customers so we don't lose them. The pipeline and contact helps with this.

Usability

I think it really depends on what membership you have. We have the middle membership which allows us to do most things but we also have to message you guys to make changes for us like adding the pipeline, etc. With our membership we can only do so much. Yesterday, I tried to make a set task in the future that goes along the pipeline, and that is not necessarily a part of our membership so it took me an hour to figure out a way around it, which I feel like could be avoided. I think that you guys have made too much coding to do for yourselves and you should allow us customers to be able to do more on our end.

Integrated Platform Solution

The unified platform helps us from switching back and forth so much between platforms, though we still have to with apps like Quickbooks.

Alternatives Considered

I am not sure if we have tried others. To my knowledge we have just used Insightly and quickbooks which we find both pretty useful.

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

Other Software Used

Quickbooks

Likelihood to Recommend

Insightly is well suited when creating customer profiles, pipelines and project steps, however when you look into it deeper, it is difficult to make tasks that will show up on time, follow up emails that won't blow your email up, etc.

Insightly Feature Ratings

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Insightly Review

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