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User review of Insightly

Stay Away from Insightly

- by Brent Reiter

USER SATISFACTION

RECOMMENDATION
1 out of 7
Never
COST EFFICENCY
1out of 7
Awful
OVERALL IMPRESSION
1out of 5
very poor
EASE OF USE
1out of 5
very poor
CUSTOMER SUPPORT
2out of 5
mediocre

PROS & CONS

What are the best aspects of this product?

Honestly we found none. We tried real hard to like this CRM, but we just couldn't.

What aspects are problematic or could work better?

Customization is severely lacking or non existent
Ease of use is awful
Refunding customers 100% when they don't go live

What features/services would you like to see in future versions of this product?

Customizations

What specific problems in your company were solved by this product?

None

Are you a current user of this product?

No

USER DETAILS

How long have you been using this product?

Less than 1 year

COMPANY DETAILS

What is your company size?

1-10 Employees

What is your industry?

Transportation/Trucking/Railroad

USAGE & IMPLEMENTATION

Did your company use a different software before this one?

Yes

What software did you use before?

Podio

Why did you decide to change it?

We went back to old CRM

Are you satisfied with the change?

No went back to old CRM

How did your company implement this product?

in the cloud

How long did it take to set up this product?

more than 1 month

How many people in your company actively use this product?

all employees

What is the primary use of this product in your company?

mostly B2C

PRICING & COSTS

What was the cost of implementing this product?

$2500

What is your total annual cost for using this product?

$2500

How long is your contract with the vendor?

1 year

Did you get any discount for this product? How much?

NONE

FEATURE DETAILS

Sales & Marketing Automation

Sales Opportunity Management
1
very poor
Customer Management
1
very poor
Task Management
1
very poor
Contract Management
1
very poor
Pricing Management
1
very poor
Email Marketing
1
very poor
Order Management
1
very poor
Campaign Management
1
very poor

Analytics

Reports
1
very poor
ROI Analytics
1
very poor

Integrations

API
1
very poor
Calendar & Contacts Sync
1
very poor
Export & Import of Data
1
very poor
Available Integrations
1
very poor
Social Network Integration
1
very poor

Customer Service

Call Center Tools
1
very poor
Issue Tracking
1
very poor
Support Portal
1
very poor
Knowledge Base Management
1
very poor

General Features

Collaboration Features
1
very poor
Dashboard
1
very poor
Overall Performance
1
very poor
Access & Role Management
1
very poor
Mobile Support
1
very poor
Customization
1
very poor
File Management
1
very poor
Language Support
1
very poor
Security
1
very poor