Insightly CRM Review.
September 21, 2024

Insightly CRM Review.

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Plus

Overall Satisfaction with Insightly

Insightly houses contact information, opportunities, and projects in my organization. The business problem Insightly addresses is a single platform that allows for transparency throughout our organization. We use the platform most for its reporting capabilities, enabling us to use the information housed in multiple departments—marketing in my case—and to make informed decisions and observations.

Pros

  • Report Customization.
  • Dashboard Cards.
  • Intuitive Platform.

Cons

  • Ease of customizing dashboards (cards are complicated).
  • Automation
  • Integration
  • Importing bulk data.
  • Duplicate detection.
  • Ease of reporting.
  • Ease of tracking open opportunities.
  • Ease of identifying deal closing bottlenecks.
  • Ease of identifying deal closing assistance.
  • Analytics that measure our marketing campaign effectiveness.
Our biggest challenge has been user adoption. The platform is good, but the inability to identify duplicate entries, stale data, and the complicated process of inputting new bulk data has made users skeptical and uninterested in complying.
These have higher prices and offer more extensive products we wouldn't utilize at our growth stage.

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?

No

Would you buy Insightly again?

Yes

It's a moderately priced, simple platform that serves its purpose for our uncomplicated use cases. However, for larger companies looking to house more information, I think the tags and fields get confusing and don't allow for excellent reporting. Finding a way to enter companies with multiple locations without duplicating data has been challenging.

Insightly Feature Ratings

6.3
Customer data management / contact management
5
Workflow management
8
Territory management
6
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
3
Quote & order management
7
Interaction tracking
6
Customer Service & Support ()
Not Rated
Marketing Automation ()
Not Rated
7.0
Reporting
7
9.0
Pipeline visualization
9
Customizable reports
9
8.5
Custom fields
9
Custom objects
8
9.0
Role-based user permissions
9
Social CRM ()
Not Rated
Not Rated
Marketing automation
Not Rated
8.0
Mobile access
8

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