Insightly

We started using Insightly in order to better organize our internal customer database of ongoing and future orders. We needed a better way to keep tracking of customer contact information, addresses, and what their purposes was for contacting and working with our company. We keep track of all of our purchase orders, sales orders, invoices, estimates, and much more in Insightly.

• We do not have any hard numbers or stats on how Insightly has helped our business but it certainly has a positive effect on data organization and follow-up reminders with customers.

Intuit Mailchimp, Canva and Microsoft SharePoint

Canva, Intuit Mailchimp, CRM Assistant for Gmail™

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.

• While I am working in a capacity that does not involve my input into the licensing or cost side of us having Insightly I can see that there is certainly a good ROI.
• With 9 account managers utilising the system at any one time we can instantly keep track of our own sales and client data while also being able to see what others do.
• Being able to track key KPIs as well with graphs and charts enables us to see where we sit within our targets and easily adapt to areas that need more attention.

Adobe Acrobat, SketchUp, Adobe Illustrator CC

All in all, Insightly is a solid CRM with a number of features to earn a recommendation, but there was definitely a learning curve. We've been using Insightly for a little over a year now, and overall, it’s been a reliable CRM that does what we need it to do. The biggest plus for us has been how well it integrates with tools like Gmail, Google Drive, and Slack. That’s made adoption across different departments a lot smoother.

The project management features built into the CRM are surprisingly helpful. It’s nice not having to switch between platforms to track deals and manage related tasks. The layout is clean, and once you get the hang of it, organizing pipelines and workflows becomes pretty intuitive. The two areas that it excels in is integration with the rest of our suite - this keeps us from bouncing from platform to platform which is definitely a time saver. The real bonus was the project management features which was especially useful in keeping all of us up to date on issues, resolutions, and rollouts. Kudos on that!

• For negative impact, the time setting up the various data fields and making sure the data was right and how it showed was not easy.
• Having the integrations available has saved all of us time jumping from platform to platform. Definitely assisted with focus and probably scrubbed at least one meeting.
• For the few issues we had setting up and customizing the tool, the ease of adoption across all the departments has been truly spectacular and beyond expectations.
• Hoping the team will make it more plug and play for future rollouts and work on the mobile app and then this platform would be 100!

Zoho CRM

AWS Cloud9, Cloudflare Zero Trust Services, Adobe AIR

Insightly is our CRM. We use it for customer relations as well as for our marketing. It is integral for all of our data. It is the central point for all of our information. We are able to engage with prospects then follow-up with them as they become leads. We can tehn create proposals and contract. Once they become a client we can manage that relationship through different projects we are working on with each client.

• Greatly reduced repetitive tasks
• Marketing Journeys keep prospect engagement alive
• Reporting and dashboards save hours of compiling of data
• Integration with other apps allows us to utlize the best tools for the job

Salesforce Lightning Platform

Zapier, PandaDoc, ClickFunnels, EasyWebinar

We use Insightly to keep track of our customers and their pipelines to know where we are in our sales. It helps us stay organized, it gives us a map to follow, and it gives us tasks to follow to keep up with our customers. I think it is most useful for our sales reps who have a lot of customers that they have a hard time keeping track of. Overall, it solves a lot of our organization and customer database problems.

• It has helped with revenue growth because we are able to keep track of customers so we don't lose them. The pipeline and contact helps with this.

Quickbooks