Insightly is Great for Small Businesses!
March 10, 2023

Insightly is Great for Small Businesses!

Erica Freedman | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Basic

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

We use Insightly to track users in our CRM as well as use it to evaluate and see the entirety of our sales pipeline from leads to acquisitions. Insightly is useful for being able to see exactly where you are in your sales cycle as well as track income earned.

Pros

  • CRM
  • Sales Pipeline
  • Growth Targeting
  • Projections

Cons

  • Insightly doesn’t have the customization that other platforms have for building your own boards.
  • The view is sometimes difficult to navigate to understand what you are looking at.
  • Lead conversion has been up because of tracking and data analysis due to Insightly.
  • We have been able to improve our products and services due to the Insightly tool by gathering customer feedback.
  • Our deal sizes have grown since implementing Insightly because we are able to see the full sales cycle.
Insightly is extremely user friendly and has legitimate people working for them who will help you to understand the platform and the entire CRM process. They helped us to customize our CRM so that we had exactly what we needed set up before launching. I would recommend the staff above all else.

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 useful for simplicity and sales cycles and functions. If you are looking for a great CRM for a small company or for a company that is newer, Insightly is your “go to guy.” But if you have a bunch of customizations or a large company you might want something more suited for larger orgs.

Insightly Feature Ratings

10.0
Workflow management
10
Territory management
Not Rated
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
Not Rated
Interaction tracking
Not Rated
Customer Service & Support ()
Not Rated
10.0
Lead management
10
Email marketing
10
10.0
Task management
10
Reporting
10
8.0
Pipeline visualization
10
Customizable reports
6
6.0
Custom fields
6
Custom objects
6
API for custom integration
6
10.0
Role-based user permissions
Not Rated
Single sign-on capability
10
Social CRM ()
Not Rated
5.0
Marketing automation
5
5.0
Mobile access
5

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