Dedicated CRM

Insightly

CRM

Every verdict, with its evidence

Core objects

In full

Insightly holds Opportunities, Contacts and Organizations as separate objects, and the linking model connects opportunities to contacts and organizations, and contacts to organizations. Activities exist as two objects: Tasks, which link to contacts, opportunities, organizations, projects and emails, and Events, which link to contacts, organizations, opportunities and projects.

Source: https://support.insight.ly/en-US/Knowledge/article/1281/Linking_records/, https://support.insight.ly/en-us/Knowledge/article/1404/Using_tasks_in_Insightly/, https://support.insight.ly/en-us/Knowledge/article/1409/How_to_use_events/

Verification: Verified

Pipeline stages

In full

Opportunities are placed on a Pipeline made of ordered stages that an administrator defines, with the record showing completed, current and upcoming stages. Only one pipeline applies to a given record, and stages are worked through in sequence.

Source: https://support.insight.ly/en-US/Knowledge/article/1408/What_are_Pipelines/, https://support.insight.ly/hc/en-us/articles/204061464-How-to-set-up-a-Pipeline

Verification: Verified

Status

In full

The opportunity record carries a Current State attribute holding Open, Suspended, Abandoned, Lost or Won. Insightly's own help text groups Open and Suspended as open states and the remaining three as closed states, so whether the opportunity is still live is read straight off the record rather than from the pipeline stage it sits in.

Source: https://support.insight.ly/en-us/Knowledge/article/1373

Verification: Verified

Resolution

In part

The same Current State attribute distinguishes Won from Lost, and Abandoned is a third settled outcome. A configurable State Reason can be attached at the moment the state is changed, which is also stored against the opportunity.

Source: https://support.insight.ly/en-us/Knowledge/article/1373

Verification: Verified

Actual close date

In full

Actual Close Date is a shipped opportunity field, separate from Forecast Close Date, which holds the estimated date. Insightly documents it as being updated by the system when the state is changed, warning that choosing Suspended rather than Won stops Actual Close Date being updated on the opportunity. Both dates are listed as importable and both are tracked as changed fields in the Opportunity History Report.

Source: https://support.insight.ly/en-US/Knowledge/article/1383/How_to_set_up_opportunity_state_reasons/

Verification: Verified

Record preservation

In full

Settled opportunities stay in the system and are reported on. The shipped Opportunities dashboard includes cards for Lost Opportunities by Reason, Total Value by Opportunity State, Opportunity State by Value, Win Rate and Number of Opps by State, all of which require closed records to still be present. The Opportunity History Report also records state and Actual Close Date changes over time.

Source: https://support.insight.ly/en-us/Knowledge/article/1226/Insightlys_standard_dashboards

Verification: Verified

Structured lost reasons

In full

Administrators define Opportunity State Reasons per state under System Settings, so a Lost opportunity can be tagged with a reason drawn from a controlled list rather than free text. The reason is reportable: a Lost Opportunities by Reason card ships on the standard Opportunities dashboard. A reason can only be assigned at the moment the state is changed.

Source: https://support.insight.ly/en-US/Knowledge/article/1383/How_to_set_up_opportunity_state_reasons/, https://support.insight.ly/en-US/Knowledge/article/1226/Insightlys_standard_dashboards/

Verification: Verified

Email sync

In full

Email Inbox Sync connects a Gmail, Office 365 or Outlook mailbox and captures inbound and outbound mail automatically, matching it to contact and lead records and threading replies. Mail sent from Insightly lands in the native client's sent folder, and mail sent or received in the native client syncs back into the CRM without forwarding or a BCC address.

Source: https://support.insight.ly/en-US/Knowledge/article/9422/Email_Inbox_Sync/, https://support.insight.ly/en-us/Knowledge/article/2775/User_Settings_Overview/

Verification: Verified

Calendar sync

In full

Calendar sync connects Google Calendar or Microsoft Exchange and Office 365, and events added, edited or deleted in either calendar update the other. Insightly Events are the object that syncs. Constraints: items originating in the external calendar cannot be edited inside Insightly, tasks and milestones sync out as separate read-only calendars, and invitations cannot be issued from Insightly.

Source: https://support.insight.ly/en-us/Knowledge/article/2775/User_Settings_Overview/, https://support.insight.ly/en-us/Knowledge/article/1115/, https://support.insight.ly/en-us/Knowledge/article/1409/How_to_use_events/

Verification: Verified

Schedulable activity types

In full

Tasks are created inside the CRM from the quick-add menu or from a record, with due date, start date, assignee, reminder, recurrence and links to opportunities, contacts, organizations and pipeline stages. Task type is expressed through Categories, whose values and colors administrators create and edit under System Settings, so the type set is not fixed. Meetings are handled by the Event object. Activity Sets can generate tasks and events automatically at a pipeline stage.

Source: https://support.insight.ly/en-us/Knowledge/article/1412/How_to_add_a_task/, https://support.insight.ly/en-us/Knowledge/article/1308/Setting_up_and_using_categories, https://support.insight.ly/en-us/Knowledge/article/1409/How_to_use_events/

Verification: Verified

Opportunity reporting

In part

Two of the three required reports are documented natively. Overall win rate ships as a Win Rate card on the standard Opportunities dashboard. Forecasting is supported by a first-class Forecast Close Date field plus an Expected Revenue field, calculated as opportunity value multiplied by probability, which can be summarized in opportunity reports and appears as a Sales Pipeline Weighted card. Stage-to-stage conversion rate is not documented: the pipeline funnel card plots a count of records per stage, and the Opportunity Stage Duration report measures time spent in each stage, neither of which is a conversion rate between stages.

Source: https://support.insight.ly/en-US/Knowledge/article/1226/Insightlys_standard_dashboards/, https://support.insight.ly/en-us/Knowledge/article/1241/, https://support.insight.ly/en-US/Knowledge/article/1218/What_is_the_Opportunity_Stage_Duration_Report/, https://support.insight.ly/en-US/Knowledge/article/1263/Dashboard_Card_Example_5_Project_Pipeline_Funnel/

Verification: Verified