Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.
Predictive Pipeline kept track of every change in the sales pipeline and predicts quota attainment boasting 80% accuracy, with Neuralytics, the XANT predictive engine. The product was based on C9 Predictive Sales, owned and supported by XANT (formerly InsideSales.com) since May 2015, and no longer available for sale.
I did not select Insightly for our company as I am a user but not a decision maker, but compared to Chronus, Insightly is a much more organized CRM. Chronus also had technical issues that slowed or prevented our work, and I have rarely run into that in my time using Insightly.
Insightly has just worked much better. The thing about Insightly that really sets it apart is the email linking. Having the ability to read all of the emails sent and received during the project let's you see the full story of the projects inception to its completion. …
I have forgotten the names of the softwares because we did the scoping over a year ago, but insightly was the best by far for our needs. The other two were focused on a different side of property services and had a lot of features that were not applicable. Without insightly, we …
Insightly is significantly better than Zendesk. It is easy to use, pleasant to look at, and makes sense. However, I don't think Insightly is fair now compared to Salesforce. Insightly can do many of the same things as Salesforce, but I've only started on some of these features. …
I did not select Insightly; my executive team selected Insightly. I would rate Insightly below any other CRM or marketing platform I've used based on its inefficiencies, lack of intuitive work processes, poorly functioning mobile app, and even the design, which is not appealing …
Insightly can be easily navigated and is straightforward. Based on my experience, it is more intuitive, and the menu buttons are self-explanatory, unlike the salesforce I have experienced. There are just a lot of buttons to click from, or sometimes, it could be a drop-down box …
Not too sure sorry, I have not used any other CRMs. We do use platforms such as Monday to track our workflows, we find it a lot easier to track actions as a whole. However Insightly does store details and information regarding our clients a lot better then Monday would.
Insightly was easy to customise and allows for us to have fields in our CRM that are relevant to us. Workflow management and marketing is better on other platforms
We’re looking to use a simple CRM that can fulfill our needs for a CRM. We needed to manage our Pipeline and Opportunities in a simple and easy format, that the entire team could utilize on a daily basis and Dashboard that were useable and changeable to our needs. Insightly has …
I have had experience with other tools and the Insightly support is far better than my experience with the other tools. Support and training are critical when it comes to the adoption of a new tool within an organization. Insightly very much values their partnerships and …
Insightly can stand on the same line with these other powerful crms. I selected insightly because they are a great value CRM with all the features from the big competition in terms of customisation. They are a powerful software that keeps up with the Joneses but does it at a …
Salesforce was always confusing to use, and quite a mess. Companies that I worked at in the past had to invest a significant amount of time creating a salesforce portal or skin to actually make it usable by the sales representatives. Even then, integration was always a bit …
Insightly has far more modern applications than Goldmine. It allows for more customizations. Our reports are nicer looking and it seems much more user friendly. Insightly also seems to be more than just sales focused. Goldmine seemed to really be geared more towards a sales …
zoho CRM is less up to speed and much more out of date. The support at InsideSales.com Predictive Pipeline have been very helpful during the initial roll out face. Overall I was very happy!
For what we use it for and the ease of use I am happy to recommend Insightly however I can appreciate that others may have more complex feature requirements than I use. As such I would mainly only recommend it to people who I feel would use it in a similar capacity to me.
C9 is a good and economical solution for what it does. If evaluating them today, I would want to clearly understand their product roadmap and their ability to execute against it.
Pipeline management/ pipeline analytics: C9 is great for understanding changes in the pipeline. For example, comparing the sales pipeline today with with where it was at the beginning of the quarter.
It also works very well for quota attainment visibility. We can easily set and track sales quotas for individual reps and for sales manager roll-up quotas.
The product also offers some forecasting capabilities which we are not using yet, so I cannot comment on how strong these features are.
We had uptime issues, weird error messages, sluggish performance, and bad data. I hope that some of this can be attributed to growing pains as the company was relatively new when we signed our initial contract. It actually was unavailable at EOQ one time.
Insightly offers a great product; it's the right fit for our company at this time. We were, however, considering moving to Contactually due to their cost effective automation features. However, they lacked the project management capabilities of Insightly. As our company grows, we would love to stay with Insightly - and if they can nail the automation and add the ability to customize a little bit more, it would be the perfect solution for us. For a larger company with a more involved sales team, you might find the metrics/reporting to be a bit basic. Insightly offers great customer service even to free customers
C9 is now part of the sales management culture here at IPC. There is no longer any guesswork about the funnel or the forecast. C9 does something that SFDC does not...it increases significantly the value of the information in SFDC by unlocking the meta data that we all need to run the business
Some items are not easily accessible as an admin, and the number of available resources is outdated (video from 2017). For basic tasks such as updating prospects or contacts, it is fine. However, when you change the screen size, the system becomes less responsive, with tables often being difficult to read.
From a sales manager’s perspective it was fairly easy to use the base functionality (just viewing current pipeline) and much harder to look at analytics (pipeline changes over time).
C9 made this easier by allowing sales ops to publish views to sales managers.
The query tool was harder to use than it had to be. For example, there were no out of the box relationships set up between Salesforce.com tables (e.g. accounts to opportunities), so I had to create those relationships myself.
The provider is 100% available, with no downtime, maintenance, or unexpected outages. We have been able to perform solid continuous services for 12 months without any interruptions. We have backups as well, unlike the in-house backup that they keep on their end. I believe they have a very good redundancy and backup infrastructure in case they get any outages.
Pages normally load quickly, but every now and then, as entering updates to fields, it take a while to update. Sometimes even after refreshing the screen, we have to exit and go back in to get the fields or queries to update.
We have used Insightly for almost 2 years now. We have always been able to get in touch with support for a variety of reasons and they have never disappointed us. The support staff have always been very understanding. They have assisted with answers to our questions and have provided great tech support. We would highly recommend them.
Well, we didn’t get the chance to do this in-person training but rather one-on-one online training with HR in-house. There were PowerPoints to discuss as well as video instructions on how to use the app, so it was okay. We were able to play around with it during the training or onboarding session.
I've used Insightly's online training &/ or learned as I went. I've found the blogs and online written material helpful. I've also attended a few webinars, which can be useful if you use a J-I-T approach so as not to overwhelm you (or your staff) with functionality that you are using just yet. The fact that it's all available on their website and you can learn at your own pace is invaluable
did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product
Very simple implementation. They basically set up the imports and then they configure the tool per customer requests.
I wish there had been more consultation during the implementation, but it wasn’t bad given the effort expended. We ended up re-implementing after about a year and a half.
Insightly actually have many different fields and customization options for data management. Other programs do not have the ability to organize data in this way. It is easy to manage customer contact information, phone call and email tracking, company management and many other data fields. Microsoft and Google do not provide equivalent programs or services. Insightly customer service is quick to respond and address issues. It just takes quite a few emails in order to properly specify an issue or request
Zoho CRM is less up to speed and much more out of date. The support at InsideSales.com Predictive Pipeline have been very helpful during the initial roll out face. Overall I was very happy!
(+) Being able to download my LinkedIn connections was a huge benefit. (+) I use the task function to stay on top of my follow-up activity which is another positive feature. (+) The sorting capabilities also help me pinpoint the contacts that I need to stay on top of. (-) When I add a new lead from an existing organization, I would like the organization's information to automatically populate the fields like address, website, description. I enter all that information manually. (-) My mass mailing experience has been tedious due to the email function being interrupted and crashing due to bad email addresses in some of my records. (-) Many of my leads do not have current email addresses. I wish Insightly offered a tool to help find email addresses. I spend too much time researching to find email addresses.
For negative impact, the time setting up the various data fields and making sure the data was right and how it showed was not easy.
Having the integrations available has saved all of us time jumping from platform to platform. Definitely assisted with focus and probably scrubbed at least one meeting.
For the few issues we had setting up and customizing the tool, the ease of adoption across all the departments has been truly spectacular and beyond expectations.
Hoping the team will make it more plug and play for future rollouts and work on the mobile app and then this platform would be 100!
C9 enabled us to track our sales pipeline changes over time which ultimately led to a 17% increase in win rate.
The product paid for itself in months because utilization is dependent upon the managers, not the salespeople. Managers have the license, but the benefits are applied to the salespeople. Most subscription based products are under utilized when every person must hold a license.
1 on 1 conversations between managers and salespeople were more meaningful because they were discussing long term pipeline growth and health, not short term status reports.
