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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Real user data aggregated to summarize the product performance and customer experience.
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Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.
85 Likeliness to Recommend
90 Plan to Renew
83 Satisfaction of Cost Relative to Value
Emotional Footprint Overview
Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.
+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?
Pros
- Fair
- Enables Productivity
- Friendly Negotiation
- Respectful
How to read the Emotional Footprint
The Net Emotional Footprint measures high-level user sentiment towards particular product offerings. It aggregates emotional response ratings for various dimensions of the vendor-client relationship and product effectiveness, creating a powerful indicator of overall user feeling toward the vendor and product.
While purchasing decisions shouldn't be based on emotion, it's valuable to know what kind of emotional response the vendor you're considering elicits from their users.
Footprint
Negative
Neutral
Positive
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
Insightly CRM Reviews
Esther Maria P.
- Role: Operations
- Industry: Technology
- Involvement: End User of Application
Submitted Jan 2021
A fantastic performance product.
Likeliness to Recommend
What differentiates Insightly CRM from other similar products?
It is used in our sales department, the role it has played in it has been quite good, especially we have gained speed when it comes to contacting our clients and we have also managed to streamline our outbound and inbound marketing campaigns.
What is your favorite aspect of this product?
Among the great advantages of this product is its great capacity to assign tasks easily and without so many complications, and its verification is carried out in a practical and intuitive way. allows us to easily follow up on our new contacts. His reports are also very good, they are adapted to the needs that prevail in our department.
What do you dislike most about this product?
It has some bugs which are not so big that they bother the user experience a bit, such as, for example, that it is not possible to track the quotes based on the budget or objective of the same. also the workflow for assigning tasks leaves much to be desired and in my opinion it is not up to the standard of the rest of the software.
What recommendations would you give to someone considering this product?
It is a highly recommended product which can be perfectly adapted to a department and even a complete sales section if it is not large, however when the size begins to be considerable, the product tends to incur small errors due to the high number of homework.
Pros
- Helps Innovate
- Reliable
- Acts with Integrity
- Includes Product Enhancements
Stella O.
- Role: Sales Marketing
- Industry: Other
- Involvement: End User of Application
Submitted Nov 2020
Excellent CRM tool that covers needs to help grow
Likeliness to Recommend
What differentiates Insightly CRM from other similar products?
Insightly has been a most profitable tool on the market for CRM. It offers me a platform with a very easy to use and intuitive interface to thus obtain a better relationship with clients and potential clients. It is much easier to integrate with other platforms.
What is your favorite aspect of this product?
This platform optimizes my sales activities in a much simpler way and I can also deliver great content to my clients in a personalized way, thus improving the relationship and increasing the compression. I love that I can integrate a storage tool like Outlook where I can save a backup of my data or also be able to integrate Oracle as a database.
What do you dislike most about this product?
You can have security problems when hosting the data within a public or third-party cloud, this makes you lose a bit of quality standards when looking for a reliable product. This would be my biggest problem with this platform, otherwise everything goes on the fly.
What recommendations would you give to someone considering this product?
When campaigns are being carried out, it provides updates in real time, being able to track the general performance instantly, being aware of the events that happen. This platform can be a key tool when making business decisions through key performance indicators.
Pros
- Helps Innovate
- Reliable
- Enables Productivity
- Trustworthy
- Role: C-Level
- Industry: Media
- Involvement: End User of Application
Submitted Oct 2020
Great Basic CRM
Likeliness to Recommend
Pros
- Reliable
- Performance Enhancing
- Enables Productivity
- Security Protects
Cons
- Commodity Features
