Great Tool!
Updated July 12, 2022

Great Tool!

Brittiny Pearson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Insightly

I use Insightly to manage our implementation pipeline. We have anywhere from 70-100 accounts in our pipeline at any given time. Insightly helps us stay organized and identify each account's onboarding stage. It also allows my team to meet its key performance indicators successfully. We're easily able to keep track of customer experiences and communication through the activity section of the project.

Pros

  • Pipeline management
  • Activity log
  • Reporting
  • Dashboards

Cons

  • Search options
  • Email integration
  • Linking projects
  • Insightly has positively impacted our implementation management. We are able to successfully complete implementation within our timeframe of 10 business days.
  • Insightly allows my team to meet its key performance indicators successfully. We're easily able to keep track of customer experiences and communication through the activity section of the project.
  • Insightly efficiently tracks opportunity stages allowing for easy visualization of how engaged a deal is.
Insightly is very user-friendly. I will say, the reporting feature initially can be a little tricky to operate, but after a single report is made it is easy to build out additional reports. The dashboard customization is easy to learn. Our team has had great success with learning the product and customizing reports and dashboards.
I was not involved in evaluating other CRM software.

Do you think Insightly delivers good value for the price?

Yes

Are you happy with Insightly's feature set?

Yes

Did Insightly live up to sales and marketing promises?

Yes

Did implementation of Insightly go as expected?

Yes

Would you buy Insightly again?

Yes

Insightly is great for pipeline management! Our team has run into trouble with the search feature. There is definitely room for improvement in the search functionalities as well as linking accounts (projects) together. It can be difficult to find an account (project) if you haven't already searched the project before. We've given this feedback to our Account Manager and are hoping it will be updated soon.

Insightly Feature Ratings

7.2
Customer data management / contact management
7
Workflow management
10
Territory management
10
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
2
Quote & order management
Not Rated
Interaction tracking
5
Customer Service & Support ()
Not Rated
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
9.5
Task management
9
Reporting
10
10.0
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
API for custom integration
Not Rated
10.0
Role-based user permissions
Not Rated
Single sign-on capability
10
Social CRM ()
Not Rated
Not Rated
Marketing automation
Not Rated
Not Rated
Mobile access
Not Rated

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