Item: Insightly
Rating: 8
Author: Verified User

Overall Satisfaction with Insightly

Use Cases and Deployment Scope

The goal is to well manage the process from lead to client. Insightly offers a clean and simple process, with the ability to customize the layout with customized fields. The reports options are easy to use and provide accurate data for tracking performance. Productivity tracking through activity sets allows for consistent success in meeting stage goals.

Pros and Cons

Pros

List views
Reporting
Technical Support availability

Cons

Dashboard functions
Marketing Reporting
Marketing workflow automation options

Return on Investment

Lead Conversion
Marketing Campaigns
Time and Task Management

Usability

While not perfect, it is easy to understand and use. It is easy to train new users on our use case for the Insightly system. From the perspective of the every-day sales associate, it is pretty straight forward. From an administrator perspective, there are effective options to track productivity and compliance.

Key Insights

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?

I wasn't involved with the selection/purchase process

Did implementation of Insightly go as expected?

Yes

Would you buy Insightly again?

Yes

Other Software Used

Dialpad Ai Voice, Adobe Acrobat

Likelihood to Recommend

In my experience, when I needed assistance with data analysis, the technical team has been very helpful with explaining steps and functionality of the system. A scenario that still needs improvement is that when updates are completed, there is no notification to the user. An update is available on one of the webpages - but the user has to go looking for it.

Insightly Feature Ratings

Comments

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Insightly CRM & Marketing

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