Insightly Marketing vs. Klaviyo

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.

Incentivized

Klaviyo performs exceptionally well as a newsletter service, helping our tabletop gaming company educate customers, retailers, distributors, media, and press on our product offerings and events. It has significantly boosted sales by allowing us to provide targeted and engaging content. Klaviyo’s robust data reporting allows us to track newsletter attribution to Shopify sales, offering invaluable insights. Customer service is fantastic, always helpful and responsive. However, recurring bugs and glitches—such as issues with font size, color, text block sizes changing on their own, or text disappearing entirely and forcing you to restart a section—can be very frustrating, impacting the smoothness of the user experience. The gains far outweigh the downsides.

Incentivized

• Custom workflows
• Easy to search and find
• Good interface

Incentivized

• I have Integrated Klaviyo with my Website and with salesforce which works simultaneously. This integration is happened very easily as In klaviyo we have flows through which we can do automations and set webhook integration with no code activity.
• Klaviyo helps me to measure the success of email campaigns.
• Klaviyo helps me to automate the manual tasks with the helps Flows in it which is very easy to use as it has a very easy to understand user interface and no coding reuired.

Incentivized

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

Incentivized

• At times the platform isn't as intuitive as you would like. Take the time to be onboarded and play around in the platform to get the hang of things. Utilize Klaviyo's resources and attend their live training sessions to help navigate the platform and implement best practices they recommend.
• Can be pricey depending on company and email list.
• Customization is limited at times. The brand font we utilized on all branded content wasn't available through Klaviyo. Previously we would have to go through the back end to implement our branded font, import our font, or create content on another platform to utilize our font.

Incentivized

Klaviyo is simply a great solution for e-com email marketing & customer relationship management:

1. User journey visibility: We can see our clients' customers on their individual user journeys (open email, site visits) to better understand and accommodate your customers.
2. Flow automation: Creating automated emails that follow up with new leads, those who abandoned carts, purchased.
3. Email design: So easy to use, and more friendly than some other visual builders that we've used.
4. Metrics visibility: We can see our clients' metrics very easily and adjust efforts accordingly.

Incentivized

There are a lot of buttons where you think “hmm, what does this do?” (Because, in my opinion, the labeling/copy choice is often terrible). Then you press them and they either do nothing, or do something counterintuitive I found. In my experience, For example, to upload a list, you have to find the somewhat hidden option in a side bar, instead of pressing the Add button. Reporting usually involves downloading multiple reports and patching them together in Excel.

Incentivized

It's a decent platform with a user friendly interface, however it massively misses trust due to unsecured systems and support from customer service; support is a massive problem if you run a company and have a problem with the service that you can't fix. On the other side of the line, in our experience, there is no support or understanding which we haven't encountered with any other company we have done business online in the last decade.

Their support is always quick and we have recurring meetings with our advisor. they were great when we first started at walking us through the platform and helping us understand how to do the overall setup. They also have a wide variety of articles that cover must issues in a very clear manner that will get you out of a predicament really fast.

Incentivized

Don't cut corners, do it right the first time, if you take your time to build everything the way you want it then it will run itself. The platform will help you increase revenue as long as you use the tools it provides. Don't be scared to ask questions, the support team will help you get to the next level

Incentivized

Easy to check the phases and notes while EP is more for the project [management].

Incentivized

We used Mailchimp to start out, and it is great for a small customer base but as our customer base grew we needed more power and Klaviyo had it. Including so many different automated flows and integrations to other apps and a/b testing and more. I would still recommend Mailchimp if you have less than 5,000 contacts but anything over that you need Klaviyo.

Incentivized

• Doubled the time it takes to execute any marketing campaign, in my opinion- we build in “Insightly management” into project plans
• Reduced confidence in data, given it is often wrong, I've found.

Incentivized

• we have grown our revenue significantly without increasing our spend. This is critical.
• retention rate has gone up tremendously with specific campaigns and audience targeting
• would love to personalize more but we are a small team and struggle to do as much as we could. It would be great to have an account manager who could make account based recommendations

Incentivized