Gain great marketing insight with Insightly!
Updated March 09, 2017

Gain great marketing insight with Insightly!

Dwight Zwiener | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Advanced

Modules Used

  • Tasks, Contacts, Organizations, Opportunities, Projects

Overall Satisfaction with Insightly

Insightly is being used as our core CRM tool. We manage all of our contacts, organizations, sales opportunities and many tasks with Insightly. All of our designers, sales, project managers and administrative personnel use Insightly on a daily basis. Insightly allows us to access our information from our two store locations and anywhere our personnel may travel.

Pros

  • Ability to quickly sort and share our sales opportunities is the greatest asset we believe Insightly offers our users. Also exporting these files to Excel for further refinement is a definite plus allowing us to do individual reviews on sales forecasting, etc.
  • By having all our contacts and organizations in Insightly we can access the database anywhere our sales or project managers may be. With the application on both cell phones and tablets it provides ready access to all our information. Definite strength at a very reasonable cost.
  • Tasks lists are a great tool to manage your time and responsibilities.

Cons

  • Search field on contacts and organizations doesn't always work accurately.
We have only used Insightly at our company.

Insightly Feature Ratings

8.6
Customer data management / contact management
9
Workflow management
8
Territory management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
8
Quote & order management
Not Rated
Interaction tracking
8
Channel / partner relationship management
8
8.0
Case management
Not Rated
Call center management
Not Rated
Help desk management
8
9.5
Lead management
10
Email marketing
9
9.5
Task management
9
Billing and invoicing management
Not Rated
Reporting
10
9.7
Forecasting
10
Pipeline visualization
10
Customizable reports
9
8.5
Custom fields
10
Custom objects
8
Scripting environment
8
API for custom integration
8
9.5
Role-based user permissions
9
Single sign-on capability
10
9.0
Social data
9
Social engagement
9
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
10.0
Mobile access
10

Using Insightly

9 - Account Executives, Designers, Project Managers, Administrative
1 - One person who does Marketing supports Insightly for our company. Utilize Insightly Help for those things we aren't knowledgeable on.

Insightly Implementation

  • Positive impact for us in that it allows us to manage pipeline opportunities with a program that is very reasonably priced for a small company.
  • Ability to use templates for e-mail campaigns to prospects is a great new addition, saving us marketing dollars.

Configuring Insightly

Just right for this type of product. Does everything we need it to.

Using Insightly

Functionality and flexibility it provides our business.

Insightly Reliability

As our company has grown with clients and employees, Insightly continues to provide superior service as a CRM. Additionally Insightly support is outstanding with continuous improvements, tools and response time.
Always been available when needed.
Very impressed with the capabilities of Insightly and the speed at which reports are downloaded into Excel spreadsheets.

Integrating Insightly

Very friendly user and ease in maneuvering.

Comments

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