Item: Insightly
Rating: 7
Author: Rob Kelly

Overall Satisfaction with Insightly

Use Cases and Deployment Scope

We used it as a CRM. Full disclosure we cancelled our subscription last month. We used it across the organization with I believe 4 users maybe 5? We tracked customers and opportunities from first conversations up to closing or losing deals. We did not use it to send emails, connect with mail chimp, any of that. Simply as a way to have everyone look at the same database of opportunities.

Pros and Cons

Pros

Integration with gmail. It was super handy to create opportunities right from gmail - inbox integration never happened but the gmail interface was handy. Same with signing in right from google apps.
The ability to link opportunities, contacts, organizations, correspondence, and documents easily.
Their sign up and cancel process was really great. Not to badmouth the competition, but we came from Salesforce who put us through hell trying to cancel. I really appreciated this.
Easy reporting - we could schedule those automatically and easily.

Cons

There were too many steps/too much time to create reports. So we generally just used the list and saved filters. So we didn't end up using the reports functions as much as they probably intended.
Integration with google inbox

Alternatives Considered

Salesforce and monday.com

Insightly kicked Salesforce's ass as far as service/customer help (speaking as a customer). Salesforce was beyond our comprehension in terms of easy of use - Insightly was super intuitive and a much better fit.

Monday is what we switched to. For what we actually use it for, Monday's a better fit. If we had more need of managing a sales team, I would probably start our Insightly subscription again.

Other Software Used

monday (formerly dapulse), Expensify, QuickBooks Online, Google Drive

Likelihood to Recommend

It would be my choice if we had a sales team and someone to organize it. We were too small and didn't need the functionality it clearly has. I think we were just a bit too small, with no dedicated sales people - it's just us. So I'd say it is great to for an organization that's bigger than us, with salespeople who need to track their work.

Insightly Feature Ratings

Comments

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Insightly is great, if you're bigger than we are....

Software Version

Modules Used