Why choose Anything Else
March 16, 2026

Why choose Anything Else

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Insightly

We use Insightly as our CRM. We qualify warm leads, new sales and subscription renewals. We also use the marketing side for newsletters and other promotional emails.

Pros

  • Good for creating opportunities
  • Easy to use
  • Good level of customisation

Cons

  • The ability to see if an email has been read
  • Being able to recall emails
  • Report templates
  • We see greater levels of retention
  • Putting in projects with partners which allow to see the value to the business
  • Looking at any customers who didn't renew
Insightly is super easy to use. With the option to customise you can tailor it to suit your needs. This way it feels more like a bespoke CRM rather than something which the business has bought into.
Since integrating Insightly, the primary impact on our organisation has been the transition from fragmented data silos to a truly "unified" view of our schools and partners. By housing our CRM, marketing, and service functions under one roof, we’ve significantly reduced the administrative friction that usually occurs when moving a school from the initial enquiry stage through to active support. In terms of workflow optimisation, the automation features have been a genuine game-changer. We can now trigger personalised follow-ups based on specific school engagement levels, ensuring that no conversation falls through the cracks and every teacher feels supported. From a performance standpoint, the visibility provided by the unified platform allows us to make data-driven decisions in real-time. We are no longer guessing where our impact is greatest; we can see it clearly in our reporting. Ultimately, Insightly has allowed our team to spend less time on manual data entry and more time on what matters most: helping schools and teachers succeed.

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?

Yes

Would you buy Insightly again?

Yes

Each month we go to a group of customers who's subscription is due for renewal. Insightly lets us pull them by end date into an opportunity we create to then approach each customer.

Insightly Feature Ratings

Customer data management / contact management
4
Workflow management
3
Territory management
2
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
5
Interaction tracking
3
Lead management
7
Email marketing
9
Task management
10
Reporting
7
Pipeline visualization
5
Customizable reports
10
Custom fields
10
Custom objects
7
API for custom integration
3
Role-based user permissions
8
Single sign-on capability
Not Rated
Marketing automation
Not Rated
Not Rated
Mobile access
Not Rated

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