Insightly , Inc.

Insightly CRM

7.8 /10

What is Insightly CRM?

We designed Insightly as a simple to use yet powerful CRM system for small business. With integrations to Google Apps, Office 365, MailChimp, and major social media sites; great mobile apps for tablets and smart phones; and easy access to a REST API for custom integration, Insightly is the leading small business CRM.

Company Details

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Insightly CRM Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Insightly CRM.

85 Likeliness to Recommend

90 Plan to Renew

83 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

+89 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Insightly CRM?

3% Negative

1% Neutral

96% Positive

Pros

Fair
Enables Productivity
Friendly Negotiation
Respectful

Feature Ratings

Average 85

Sales Management

Collaboration

Analytics and Reporting

Marketing Management

Activity and Workflow Management

Lead Management

Account and Contact Management

Quote Contract and Proposal

Customer Service Management

Mobile

Telephony and Call Center Management

Vendor Capability Ratings

Average 83

Ease of Data Integration

Ease of Customization

Quality of Features

Ease of Implementation

Business Value Created

Breadth of Features

Product Strategy and Rate of Improvement

Ease of IT Administration

Usability and Intuitiveness

Availability and Quality of Training

Vendor Support

Insightly CRM Reviews

Alan E.

Role: Operations
Industry: Education
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Jun 2021

Interface is very friendly and easy to learn.

Likeliness to Recommend

8 /10

What differentiates Insightly CRM from other similar products?

Their integration into cms options such as gsuite. Also, the product is very user friendly.

What is your favorite aspect of this product?

The ease with which it can be used. We have some employees who are very limited with their technology abilities.

What do you dislike most about this product?

It could be more streamlined but I overall it’s very easy to use. I have had to help our users over the phone but that’s tapered off.

What recommendations would you give to someone considering this product?

Call and get live help for your questions. Don’t try to go it alone when choosing a package.

Pros

Performance Enhancing
Trustworthy
Efficient Service
Fair

Role: Industry Specific Role
Industry: Healthcare
Involvement: End User of Application

Validated Review

Anonymous Reviewer

Submitted Feb 2021

Likeliness to Recommend

8 /10

Pros

Reliable
Performance Enhancing
Trustworthy
Unique Features

Selena Oriana C.

Role: Operations
Industry: Technology
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Feb 2021

Very good product to start

Likeliness to Recommend

8 /10

What differentiates Insightly CRM from other similar products?

Unlike other products similar to the market, this helps us to know where we are currently and more importantly what we can do next and when to do it to continue growing, it is a fairly intuitive product and gives us functions to always continue growing. information about new leads is centralized within this software so we can easily track them.

What is your favorite aspect of this product?

It is a pretty good product which allows, among other things, to link between sales and the different managers of each project in order to always have the information at hand and with links that generate productivity and efficiency within the different departments that use it. It also allows us to store information through stages and to make an excellent management of our potential clients, all this information is always at hand.

What do you dislike most about this product?

Some integrations are missing so that this product can have a high quality and be the best of the best since we cannot quote directly in other applications from this software you can see our quotes from other software to it would also be a very good advance to be able to track to quotes based on a budget or objective.

What recommendations would you give to someone considering this product?

It is a product with quite interesting characteristics. At least in our organization we really like the different set of activities since they allow you to configure an activity repeatedly and use it by modifying only some settings in different contracts. Although there were some problems deciphering the product initially it is worth spending time as the results have to do quite good and the scope helps greatly.

Pros

Unique Features
Efficient Service
Caring
Friendly Negotiation

Insightly CRM

What is Insightly CRM?

Company Details

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Awards & Recognition

Insightly CRM Ratings

85 Likeliness to Recommend

90 Plan to Renew

83 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+89 Net Emotional Footprint

How much do users love Insightly CRM?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Sales Management Lead gen, pipeline management, team & geography-based assignment. Compensation & contract management. Ability to pull customer data from the social cloud.

Collaboration Includes ability to view, share and direct work between co-workers in real or near real-time.

Analytics and Reporting Includes historical & real-time dashboard visualizations, detailed & summary reporting and easy data extraction for data analysis.

Marketing Management Multi-channel campaign management and analytics, budget tracking, click-to-lead capabilities, and social property management, keyword mining, and analytics.

Activity and Workflow Management Text or code-based and visual workflow designers.

Lead Management Track and optimize prospective customers through lead generation, customer inquiry and capture, filtering, grading distribution, and contact/lead nurturing.

Account and Contact Management Customizable records with customer demographic information, account history, and billing information.

Quote Contract and Proposal Includes web portals, quoting capabilities, order tracking and fulfillment, and rapid deployment templates for e-commerce sites.

Customer Service Management Includes case and ticket management, automatic escalation rules, advanced resolution tools, multi-channel integration, and in-band response capabilities.

Mobile Ability to support multiple devices, OSes and platforms using mobile optimized, HTML-based web access and/or native applications.

Telephony and Call Center Management Computer-telephony integration for bringing call info into the CRM suite. Advanced call recording, scripting, queuing, and Interactive Voice Response (IVR).

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Insightly CRM Reviews

Alan E.

Interface is very friendly and easy to learn.

Likeliness to Recommend

Pros

Likeliness to Recommend

Pros

Selena Oriana C.

Very good product to start

Likeliness to Recommend

Pros

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Feature Ratings

Sales Management

Collaboration

Analytics and Reporting

Marketing Management

Activity and Workflow Management

Lead Management

Account and Contact Management

Quote Contract and Proposal

Customer Service Management

Mobile

Telephony and Call Center Management

Vendor Capability Ratings

Ease of Data Integration

Ease of Customization

Quality of Features

Ease of Implementation

Business Value Created

Breadth of Features

Product Strategy and Rate of Improvement

Ease of IT Administration

Usability and Intuitiveness

Availability and Quality of Training

Vendor Support