Insightly Review

Insightly offers robust CRM features, project management, and customization options. Strengths include user-friendly interface and mobile apps. Areas for improvement include limited reporting capabilities and occasional sync issues with third-party integrations.

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What we love:

Contact Management

Comprehensive contact profiles, custom fields, and easy organization. Integration with email for efficient communication tracking.

8/10

Sales Pipeline Management

Customizable pipeline stages, opportunity tracking, and task management. Lacks some advanced features of specialized CRMs.

7/10

Customer Service and Support

Basic ticketing system and case management. Limited compared to dedicated customer service platforms.

6/10

Contact Management Review

We've been using Insightly's Contact Management feature for our small business, and it's proven to be quite useful. The interface is intuitive, allowing us to easily add and organize contacts. We appreciate the ability to link contacts to organizations and opportunities, providing a comprehensive view of our relationships.

The custom fields option lets us tailor the information we track for each contact, which is essential for our specific needs. The tagging system is handy for quick filtering and segmentation.

However, we've noticed that the mobile app could use some improvements in contact management functionality. Additionally, the duplicate detection feature isn't as robust as we'd like.

Overall, Insightly's Contact Management has streamlined our processes and improved our team's efficiency. While there's room for enhancement, it's a solid tool that meets most of our contact management requirements.

Marketing Automation Review

We found Insightly's Marketing Automation features to be robust and user-friendly. The platform offers a comprehensive suite of tools for creating, managing, and analyzing marketing campaigns. We particularly appreciated the intuitive drag-and-drop interface for building email templates and automation workflows.

The segmentation capabilities allowed us to target specific audience groups effectively. Integration with social media platforms streamlined our multi-channel marketing efforts. We also found the A/B testing feature valuable for optimizing our campaigns.

However, we noticed that the reporting functionality could be more detailed. While it provides essential metrics, we sometimes needed to export data for more in-depth analysis.

Overall, Insightly's Marketing Automation functionality proved to be a solid solution for our needs, enhancing our marketing efficiency and helping us better engage with our audience.

Analytics and Reporting Review

We found Insightly's Analytics and Reporting functionality to be robust and user-friendly. The customizable dashboards allow us to quickly visualize key metrics and track our team's performance. We appreciate the ability to create and save custom reports, which helps us focus on the data most relevant to our business goals.

The report builder is intuitive, offering a wide range of filters and options to drill down into specific data points. We particularly value the real-time updating feature, ensuring we always have access to the most current information.

While the platform offers a good selection of pre-built reports, we sometimes wish for more advanced analytics capabilities. However, for most small to medium-sized businesses, the current offerings should suffice.

Overall, Insightly's Analytics and Reporting tools have significantly improved our decision-making process and helped us identify areas for growth and improvement in our operations.

Customer Service and Support Review

We found Insightly's Customer Service and Support functionality to be quite comprehensive. The ticketing system is intuitive, allowing us to efficiently manage and prioritize customer inquiries. We appreciated the ability to track ticket history and assign tasks to team members seamlessly.

The knowledge base feature proved invaluable, enabling us to create and organize helpful articles for both customers and staff. Integration with email and social media platforms streamlined our communication processes significantly.

However, we did encounter some limitations in customizing ticket fields and workflows. The reporting tools, while useful, could benefit from more advanced analytics capabilities.

Overall, Insightly's Customer Service and Support functionality met most of our needs, providing a solid foundation for managing customer interactions. With some minor improvements, it could become an even more powerful tool for businesses seeking to enhance their customer support operations.

Sales Pipeline Management Review

We found Insightly's Sales Pipeline Management to be a robust and user-friendly tool. The visual pipeline view helped us quickly understand our sales progress and identify bottlenecks. We appreciated the customizable stages and fields, allowing us to tailor the pipeline to our specific sales process.

The ability to drag and drop opportunities between stages streamlined our workflow. Automated tasks and reminders kept our team on track, ensuring no leads fell through the cracks. The reporting features provided valuable insights into our sales performance and conversion rates.

While we found the pipeline management generally effective, we did encounter some limitations in filtering options for larger datasets. Additionally, the mobile app's pipeline view could be improved for easier on-the-go management.

Overall, Insightly's Sales Pipeline Management functionality significantly enhanced our sales process efficiency and visibility.

Basics

Contact Management store and organize customer contact information
Lead Management track and manage potential customer interactions
Task Management create, assign, and track tasks related to customers
Email Integration sync emails with customer records
Calendar Integration schedule and manage appointments with customers
Mobile App access crm data on mobile devices

Advanced

Sales Forecasting predict future sales based on current data
Workflow Automation automate repetitive tasks and processes
Reporting and Analytics generate insights from crm data
Marketing Automation automate marketing campaigns and track results
Social Media Integration monitor and engage with customers on social platforms
Quote and Proposal Management create and manage sales quotes and proposals

Support

Phone Support provide customer support via phone
Email Support offer customer support through email
Chat Support provide real-time support via chat
24/7 Support offer round-the-clock customer assistance
User Roles and Permissions manage access levels for different users
Onboarding and Training provide resources to help users learn the system

Technical

API Support allow integration with other software via api
Third-party Integrations connect with other business tools and services
Data Import/Export easily move data in and out of the crm
Customization Options tailor the crm to specific business needs
Security and Compliance ensure data protection and regulatory compliance
Documentation and Knowledge Base provide comprehensive guides and resources

Best for company size?

Small Business 8/10

Mid-sized Business 6/10

Large business 3/10

Industry Focus

Professional Services 9/10

Technology 8/10

Manufacturing 7/10

Real Estate 7/10

Non-Profit 6/10

Education 6/10

Healthcare 5/10

Retail 5/10