Item: Insightly
Rating: 8
Author: Verified User

Overall Satisfaction with Insightly

Use Cases and Deployment Scope

While we may use official CRM within our organisation, I have been using Insightly for individual CRM purposes for a short while. It has a light touch interface that allows management of mails very easily and you don't have to be too tech savvy to get to grips with it. As it is just me, I can use the free version which is a bonus.

Pros and Cons

Pros

Interfacing with Gmail
Large amount of third party integrations
Low cost

Cons

Expansion of features within free version
Reporting features are lacking

Alternatives Considered

Zoho CRM

We have used ZOHO in house and they are different beasts for different approaches. I find ZOHO too large and not up to date with integrations. It is a sign of the times that the previous industry leaders are lagging behind their younger counterparts and they also have a different level of costings that the new kids on the block don't seem to have as much importance on to gain market share.

Other Software Used

Zoho CRM, Lightspeed Retail, Clover

Likelihood to Recommend

In order to keep track of deals and progress, the effort required is low. While the detail may not be easily reportable, the overall progression of the sales can be monitored. Communications with the clients are then also easier to deal with and I can verbally give co workers updates when required.

Insightly Feature Ratings

Comments

Please log in to join the conversation

Insightly - does what it says on the tin

Software Version

Modules Used