Insightly Marketing vs. OutboundEngine

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

OutboundEngine does a referral campaign and I've been able to close a couple of deals based on getting in touch with people who engage with this campaign and state they could use my services in the next 6 months. This is a great follow up tool for those you may or may not know are going to be needing your services.

Incentivized

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

Incentivized

• The content that they generate to send to our clients is relevant and the clients want to engage with us. It makes us appear more professional and consistent, even though we are a smaller company.
• It helps us stay in touch with clients and helps us stay top of mind. We are able to generate more new business leads if we are in consistent contact with current, former, and potential clients.
• Their customer service and support is outstanding. All my questions were answered and I went into the program feeling confident and knowledgeable.

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

Incentivized

• Logging into Outbound Engine on my phone is difficult because I can't save the login name and password. Being able to save it would be very helpful.
• Posting my new listings on social media would help if that's possible.
• Being informed of what you're posting on social media and when would also be helpful.

Incentivized

AS my business is beginning to change and with volatility in the market, I have to rely seriously on a budget. That and nearing retirement consideration has me more likely to opt out in the near future.

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

Overall, OutboundEngine is very user friendly. It is simple to set up and explore, and if there are any issues or questions, the customer service team and account managers are always available to help. They are very knowledgeable and were able to explain everything in detail to me. The program is easy to navigate and helps me stay organized, and an uncomplicated and straightforward solution was exactly what I was looking for

I don't recall having any issues needing to contact OutboundEngine. I believe maybe I once emailed about an issue and got a quick response. I also believe I may have messaged through the app and gotten a response. To my knowledge, there has been nothing like app errors or outages.

Incentivized

The customer service was excellent! Everyone I spoke to was kind and knowledgeable. My account manager was easily reachable. Setup of the OutboundEngine program was explained really thoroughly, and we knew how we could best use the product to meet the needs of our clients and get our online and social media presence off the ground.

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

Incentivized

I selected it for the ability to have an automated system do 3 things all at once, social media posts, emails and the instant communication with the chat box. I have never seen a chat come through that lead to a helpful client touchpoint. I have never used another product but have since begun to weigh some of the less expensive options.

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

• Outbound Engine keeps me top of mind by automatically sending articles to my database and posting to my facebook.
• I spend zero time researching and writing articles.
• I spend zero time taking great pictures.
• I spend zero time dealing with mailing lists.

Incentivized