Insightly Review
Rating: 6 out of 10
IncentivizedUse Cases and Deployment Scope
We use Insightly as a sales tool to database and track interaction with our clients. Primarily we will use it for prospecting new clients as well as keeping on top of our existing clients. We also use it to track activity and sales across the company and then split out over each individual account manager.
Pros
- The ability to set up filters to generate lists based on just the categories I am interested in.
- It's integration with our sales data so we can see customer spending trends across multiple years and seasons.
- The ability to circle back to previous email correspondence to refresh on past conversations with individual clients.
Cons
- It would be good if clients would be auto updated if we have interacted with their card. Rather than having to manually check the date of "updated".
- I find that when Insightly imports a new contact via the email tag being added, they will not come into the company with the company's field included, and that needs to be manually added.
- For example if a new contact at Department of Health gets added they do not come in with an Industry: Government that their organisation has already.
- When generating lists to export is is frustrating that you can only work with one page at a time. For instance you can not manually check all the clients on page 1 then move to page 2 to check some more to add to the list. It does not remember the ones from the previous page once you move to the next.
Likelihood to Recommend
For what we use it for and the ease of use I am happy to recommend Insightly however I can appreciate that others may have more complex feature requirements than I use. As such I would mainly only recommend it to people who I feel would use it in a similar capacity to me.
AP
Anton Parker
Account Manager in Sales at Creative Visuals (Printing, 11-50 employees)
Vetted Review
8 years of experience