Insightly Marketing

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.

I’ve used Marketo, Hubspot, Eloqua, and have seen many demos of Pardot. In my opinion, Insightly doesn’t do much more than send emails (and sometimes even struggles with that) and yet is the cost of the other solutions on the market. In my opinion, I’ve seen no product improvements in the year I’ve been using it, no sign of a roadmap, and no interest from the team on making improvements or even gathering feedback. In my opinion, I would hazard a guess no one on their product team has ever worked in marketing. I believe The fact that the company is doing a reviews generation campaign shows how blind they are to user feedback - In my experience, I don’t know a single marketer who has had a positive experience. I believe One look at their “marketplace” with so few integrations tells you how little focus their is on solving the needs of marketers and also that the market is ignoring Insightly.

We use Insightly to manage all the client information, relationship, and track proposal phases. We use it mostly in the client representative and project management team. It helps us to manage our proposals.

It is very nice to check the phases of the project proposal and can give us an idea of which project is the priority and what client is the most valuable. Give BD team a direction to talk to the client with the potential client. It is less appropriate when it comes to project management [to include] tracking times.

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.

Insightly works wonderfully for teams who need to share customer data easily and also share and track information. It's great for sales teams as it allows information to flow between multiple team members. Insightly allows you to just scratch the surface by acting as a CRM database, or you can go more in depth and track leads, opportunities, projects, and more. It is also well suited for individuals who have a large customer base and just need to keep track of customer data in an organized fashion.