Insightly: The Only CRM You'll Need
October 31, 2022

Insightly: The Only CRM You'll Need

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Modules Used

  • Insightly Web

Overall Satisfaction with Insightly

Insightly is a perfectly sufficient CRM to keep any sized business organized. I've been using it for the past year, and there's no website I've come to navigate faster. Customers don't always have the information I'm looking for to find their account, but Insightly's intuitive search system has made it easy to reverse search any information found on the account. I'd recommend this CRM to anyone.

Pros

  • Reverse information search to find customer accounts.
  • Quick and efficient data upload/download.
  • Getting edit updates on specific accounts to my personal email can be achieved at the touch of a button. This helps avoid escalations.

Cons

  • Direct account search will sometimes bring up unassociated accounts.
  • User interface could be more customizable.
  • Editing accounts requires a few seconds of waiting that can cause frustration when handling a large number of accounts.
  • Decrease in project completion timeline.
  • Quicker updates for customers.
  • Increase in total projects.
Insightly organizes your client information and day by day updates for you, so you can pay more attention to what makes your company important. All of your new and existing projects can be located in one place, accessible at any place, at all times. Customers are quite pleased with how quickly we can get them an update when calling in.
Insightly is the first CRM I've used, and I couldn't be more pleased.

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

I would say Insightly is best suited for storing customer data and finding said data in a quick and efficient matter. I wouldn't recommend it for non-customer service businesses. If you're getting a lot of contact from customers and need somewhere to store data without hassle, this is the CRM for you.

Insightly Feature Ratings

7.4
Customer data management / contact management
8
Workflow management
7
Territory management
Not Rated
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
5
Quote & order management
Not Rated
Interaction tracking
10
Customer Service & Support ()
Not Rated
6.0
Lead management
6
Email marketing
Not Rated
6.0
Task management
6
Reporting
Not Rated
5.5
Pipeline visualization
7
Customizable reports
4
6.7
Custom fields
8
Custom objects
5
API for custom integration
7
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Social CRM ()
Not Rated
5.0
Marketing automation
5
10.0
Mobile access
10

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