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Gaining Insight from Insightly
Updated December 26, 2016

Gaining Insight from Insightly

Lorraine Ball | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Insightly

We selected Insightly originally as a project management tool. The entire team uses it to assign and track tasks on projects. Project managers are immediately aware of changes and requirements from the production team and vice versa. The contact management tool was a bonus. We are delighted to be able to collect all our contact information, important emails and tasks in one place. We frequently log in using mobile devices to check for contact information.
  • We loved the ability to easily create standard pipelines and assign and track tasks. It has made us significantly more productive
  • Love the integration with Box.com
  • Reasonable price
  • Easy to upload and download contacts and other information
  • Notifications of completed tasks don't work well. I get notified when I complete a task, but not when someone else completes a task I assign to them
  • Would love to sort completed tasks by user
Asana - hated the user interface
Address Two - cumbersome, no ability to create piplelines
Do.com loved it but it was discontinued.
  1. This is a great project management tool. If that is your primary requirement this is a great choice.
  2. The scheduled email is a nice tool. I don't use it as often as I should. This is a great way to create a standard auto responder campaign for leads. if you sell the same thing over and over again this is a great feature.

Insightly Feature Ratings

7.6
Customer data management / contact management
9
Workflow management
8
Territory management
Not Rated
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
2
Interaction tracking
9
Channel / partner relationship management
8
Not Rated
Case management
Not Rated
9.0
Lead management
9
Email marketing
9
7.0
Task management
10
Reporting
4
3.0
Forecasting
3
Pipeline visualization
3
Customizable reports
3
5.0
Custom fields
5
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
9.0
Role-based user permissions
9
Single sign-on capability
9
Not Rated
Social data
Not Rated
Social engagement
Not Rated
9.0
Marketing automation
9
Compensation management
Not Rated
9.0
Mobile access
9

Using Insightly

9 - Web design
Content writers
Account executive
Owner
Admin
Bookkeeping
1 - Our web designer is our in house resident IT support person. For the most part we don't need a lot of help, but turn to him for the more technical elements.
  • Project managment
  • Remote contact management
  • Collecting record of project
It has become integral to how we run our business.

Insightly Implementation

  • Implemented in-house
  • Improved consistency. We don't get to the end of a web design and think, oh we forgot to do x, y or z because it is part of the pipeline
  • Improved efficiency - access to customer information from anywhere through mobile or cloud applications

Configuring Insightly

Insightly Reliability

Integrating Insightly