As a small business you may be using a CRM that isn’t providing you the information that you require to make timely and intelligent decisions. Even worse is a scenario where you are still using stone age tools – a spreadsheet for reports, a smartphone for your contacts and leads and an email client for sending out emails.
You may be well aware of the advantages that CRM can provide to your business in terms of managing customer relationships and leads, reporting on sales staff performance, increased sales and so much more. Lack of awareness is certainly not the issue.
You may be numbed by the sheer range of CRM solutions available today. Not surprisingly so, since given this range taking a decision on which CRM software solution to purchase is no easy task.
Insightly is a CRM solution that has been developed keeping in mind the needs of small business. It is easy to use, rich in functionality and you won’t have to break the bank to have it implemented at your premises.
Summing up these reviews, here is what users have to say about the product.
What users like most
Let’s talk about the basics
A number of customer reviews appreciate the fact that Insightly has a rich underlying data structure that provides the end user the ability to store data over elements such as contacts, organizations, opportunities, projects and emails and the in-built relationships within these elements have been well thought out. Users also feel that the bundled project management capabilities are a big plus.
In addition customers found the single explorer like interface very convenient and user friendly. There is no need to jump from one page to another as navigation is intuitive and user-friendly.
Searching through the elements is very simple. Just enter your search term and Insightly returns contacts, emails, tasks and other elements with the search term. Creating an email campaign and mass mailing to a group of clients is also very simple to do.
Social Integration and listening in at your fingertips
Users also love the fact that linking social media profiles to a contact is a breeze. Yes, the CRM is powerful enough to pick up social media profiles of a contact based on the contact’s email.
All you have to do is add a contact. The CRM will automatically add the social media profiles of the contact. There are a number of social media services that are supported – Facebook, Twitter, LinkedIn, Google+ to name a few.
The CRM will then listen into the profiles and will provide all updates across the linked profiles at a single place. Social Media listening is a feature that is available in other high end CRMs alternatives that are not as affordable as Insightly.
Great integration with other tools
Don’t be worried if you are using Google Apps and Gmail. According to reviews users are very happy with the way that Insightly integrates with not just Google Apps. Users can sync events and tasks defined in Insightly straight into your Google calendar and sync contacts from Gmail into Insightly.
Its not just Google Apps and Gmail. Insightly is very well integrated with with Mailchimp, DropBox, Evernote and Microsoft Onedrive to mention a few.
The downsides – what users do not like
User feedback on Insightly is mostly on the positive note with a few downsides.
Some users feel that automatic social media integration can be embarrassing. There should be a means of making this an option. Users feel that reporting on the sales side of Insightly is strong but the project management should have stronger reporting capabilities.
Other users feel that the number of custom fields is limited and that the CRM should be able to generate reminders to follow up with customers.
Since Insightly is an Saas and is browser based, it can be slow at times. We are however sure that the company is working on improving end user access and speed.
None of the users reported major glitches or problems while using Insightly. A number of the downsides were based on the features that the end users would like to have implemented.
End users agree that the Insightly is scalable, affordable, user friendly and is packed with features. Most users are unanimous with their decision to stay with the product and align their growth path with that of the company.
Furthermore, here are 8 Insightly CRM alternatives for you to choose from or get a Free CRM software price quote below.