Item: Insightly Marketing
Rating: 8
Author: Verified User

Use Cases and Deployment Scope

We use Insightly to manage and track our customer relationships and customer data. We are a relationship based business, so this database helps us to keep track of our clients and their data and information. The database allows us to link clients to projects and companies and helps us to stay organized.

Pros and Cons

Manage Customer Data
Link Projects to People
Automate Follow-up Reminders
Track Emails
Create Reports
Create Lists

Integrate better with Outlook
Integrate with Campaign Monitor
Integrate with ProCore
Integrate with Building Connected

Return on Investment

Saves Time
Increases Sales
Increases Customer Engagement

Alternatives Considered

Campaign Monitor and Salesforce CMS

We chose Insightly over other CRM platforms such as Salesforce because it was very user friendly and easy to customize for our needs. Insightly is very comprehensive and has lots of options, but it wasn't as overwhelming like Salesforce and some of the other more robust CRM software platforms. Insightly was our top contender for ease of use.

Key Insights

Do you think Insightly Marketing delivers good value for the price?

Yes

Are you happy with Insightly Marketing's feature set?

Yes

Did Insightly Marketing live up to sales and marketing promises?

Yes

Did implementation of Insightly Marketing go as expected?

Yes

Would you buy Insightly Marketing again?

Yes

Other Software Used

Campaign Monitor, Adobe InDesign, Adobe Acrobat Reader DC

Likelihood to Recommend

Insightly works wonderfully for teams who need to share customer data easily and also share and track information. It's great for sales teams as it allows information to flow between multiple team members. Insightly allows you to just scratch the surface by acting as a CRM database, or you can go more in depth and track leads, opportunities, projects, and more. It is also well suited for individuals who have a large customer base and just need to keep track of customer data in an organized fashion.

Insightly is Robust and Customizable for Small to Large Sales Teams

Overall Satisfaction with Insightly Marketing