TrustRadius: an HG Insights company

Insightly Marketing

Score4.5 out of 10

8 Reviews and Ratings

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What is Insightly Marketing?

Insightly Marketing is marketing automation made simple. It is built on the same platform as Insightly CRM, so customer data flows freely between the two systems in real time, giving users and their teams access to actionable insights faster. The vendor states it has an easy-to-use interface for creating customer journeys, email templates, customer newsletters and shareable dashboards. WIth it, they say users can build engaging campaigns and grow a pipeline to support sales in minutes.

Categories & Use Cases

Media

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Key Features

Learn about the best (and worst!) features Insightly Marketing has to offer, as determined by TrustRadius' reviewers.
Based on 8 ratings of Insightly Marketing's features
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Top Performing Features

  • Mobile optimization

    Users can easily optimize emails and landing pages for mobile devices.

    Category average: 8

  • Lead nurturing automation

    Users can set up targeted drip email campaigns based on time intervals or prospect behavior, to automate the lead nurturing process and move them further down the sales funnel.

    Category average: 8.7

  • List management

    This involves creating, filtering, editing, merging and de-duping lists of contacts.

    Category average: 8.5

Areas for Improvement

  • Dynamic content

    Users can tailor email, website or landing page content depending on the viewer or recipient (e.g., email salutations that include the recipient’s name).

    Category average: 6.9

  • A/B testing

    Users can experiment with different variations of a campaign and measure results. Testable aspects might include subject lines, header images, or landing page copy.

    Category average: 7.9

  • Email deliverability reporting

    The software helps ensure inbox delivery of email campaigns, through features such as deliverability tests, opt-in management, bounce handling, suppression lists, dedicated IP addresses, and delivery monitoring.

    Category average: 8

Reviews

What users are saying about Insightly Marketing.
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Hard pass on Insightly Marketing

Incentivized
Verified User
Director in Marketing (51-200 employees employees)

Use Cases and Deployment Scope

Marketing automation, with a focus on email comms. We do email blasts, journeys for onboarding, and event participation transactional emails. We use it lightly for landing pages. I believe It’s a challenge to do much more with Insightly. We’re in the process of switching to a more robust tool.

Cons

  • In my opinion, Journeys have very limited trigger and response capabilities
  • Allowing HTML options for landing pages
  • Customer support - I leave conversations with support and success feeling more confused or frustrated. I believe one account rep was playing video games while on a review call.
  • List management - uploads, reducing duplicates, general hygine
  • UI - it’s very hard to know where to click or how to do something new, in my opinion.

Return on Investment

  • Doubled the time it takes to execute any marketing campaign, in my opinion- we build in “Insightly management” into project plans
  • Reduced confidence in data, given it is often wrong, I've found.

Usability

Alternatives Considered

HubSpot Marketing Hub, HubSpot Operations Hub (PieSync), Adobe Marketo Engage, Pardot and Salesforce.com

Make your client relationship and proposal management easier

Incentivized
Verified User
Engineer in Engineering (11-50 employees employees)

Pros

  • Custom workflows
  • Easy to search and find
  • Good interface

Cons

  • Sometimes have to group things manually.
  • Should have some auto sync option.

Return on Investment

  • Clean and clear proposal management
  • Improved the efficiency
  • Give BD team directions

Alternatives Considered

Easy Projects

Other Software Used

Easy Projects, Trello, Airtable

Insightly is Robust and Customizable for Small to Large Sales Teams

Incentivized
Verified User
Executive in Marketing (51-200 employees employees)

Use Cases and Deployment Scope

We use Insightly to manage and track our customer relationships and customer data. We are a relationship based business, so this database helps us to keep track of our clients and their data and information. The database allows us to link clients to projects and companies and helps us to stay organized.

Pros

  • Manage Customer Data
  • Link Projects to People
  • Automate Follow-up Reminders
  • Track Emails
  • Create Reports
  • Create Lists

Cons

  • Integrate better with Outlook
  • Integrate with Campaign Monitor
  • Integrate with ProCore
  • Integrate with Building Connected

Return on Investment

  • Saves Time
  • Increases Sales
  • Increases Customer Engagement

Alternatives Considered

Campaign Monitor and Salesforce CMS

Other Software Used

Campaign Monitor, Adobe InDesign, Adobe Acrobat Reader DC

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