"Insightly Features Intuitive Design and Simple Automation for Smaller Teams"

Submitted
4.0
4.0
Overall User Rating

Product(s): Insightly CRM

Overall Comment:"Insightly offers a clean, intuitive CRM that's ideal for small and mid sized organizations, we unfortunately outgrew the platform but starting out it served us well."

Lessons Learned

Description
Description

What do you like most about the product or service?

It was easy to use and adopt with the team, had intuitive pipeline visualization and task automation.

Description
Description

What do you dislike most about the product or service?

Reporting and dashboards are somewhat limited compared to competition, not ideal for enterprise-scale automation.

Evaluation & Contracting

5.0
Description

Why did you purchase this product or service?

  • Improve customer relations/service
  • Improve business process outcomes
  • Enhance decision making
Description

What were the key factors that drove your decision?

  • Overall cost
Description

Which other vendors did you consider in your evaluation?

  • SAP
  • HubSpot

Integration & Deployment

5.0

Service & Support

4.0

Product Capabilities

4.0

Additional Context

Description

Deployment architecture

Cloud (SaaS or PaaS or IaaS)
Description

In which country(s) did your deployment take place?

United States
Gartner Peer Insights content consists of the opinions of individual end users based on their own experiences, and should not be construed as statements of fact, nor do they represent the views of Gartner or its affiliates. Gartner does not endorse any vendor, product or service depicted in this content nor makes any warranties, expressed or implied, with respect to this content, about its accuracy or completeness, including any warranties of merchantability or fitness for a particular purpose.
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