Lead Consultant for Cloud Implementations at ZeroClick.ai
Real User
Top 5
2023-09-08T16:37:00Z
Sep 8, 2023
It is worth mentioning that Insightly has a product suite and it serves just one component. It also has Insightly Service, Insightly Marketing, and App Connect. App Connect is a wall backup and Insightly Service is more of a help desk. We have a knowledge base and a ticketing system and it works really well the way it is. Insightly Marketing is email marketing, and they do a great job at that as well. They do have a platform that manages a lot of other parts of project management but serves more in ticketing and service management. They make updates and do a good job. My advice to people who are considering Insightly is to think about user adoption as your primary need, but if you have other needs such as HIPAA Compliance, Insightly is compliant with them as well. Insightly does business associate agreements. Think about scalability as well and if you can grow inside of it. In terms of compliance, consider what kind of data you wanna store in there because that's also highly important. You don't want to do anything illegal. Insightly is not a GLBA Act. If you are a financial adviser, you can't use Insightly. You can't store that data in there except basic sales data. Think about the industry run and compliance you have to meet. Overall, you should focus on: Is it easy and secure? Does it put the data in the right place? Is it scalable? You should take advantage of Insightly Marketing and Service App Connect. Those are wonderful products that will give you a great return on your software investment. In general, I would rate Insightly CRM a nine out of ten.
It is worth mentioning that Insightly has a product suite and it serves just one component. It also has Insightly Service, Insightly Marketing, and App Connect. App Connect is a wall backup and Insightly Service is more of a help desk. We have a knowledge base and a ticketing system and it works really well the way it is. Insightly Marketing is email marketing, and they do a great job at that as well. They do have a platform that manages a lot of other parts of project management but serves more in ticketing and service management. They make updates and do a good job. My advice to people who are considering Insightly is to think about user adoption as your primary need, but if you have other needs such as HIPAA Compliance, Insightly is compliant with them as well. Insightly does business associate agreements. Think about scalability as well and if you can grow inside of it. In terms of compliance, consider what kind of data you wanna store in there because that's also highly important. You don't want to do anything illegal. Insightly is not a GLBA Act. If you are a financial adviser, you can't use Insightly. You can't store that data in there except basic sales data. Think about the industry run and compliance you have to meet. Overall, you should focus on: Is it easy and secure? Does it put the data in the right place? Is it scalable? You should take advantage of Insightly Marketing and Service App Connect. Those are wonderful products that will give you a great return on your software investment. In general, I would rate Insightly CRM a nine out of ten.