Great CRM tool that will grow with your business
Updated November 11, 2015

Great CRM tool that will grow with your business

Mike Maguire-Carroll | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Advanced

Overall Satisfaction with Insightly

At our small, growing company with remote employees across the nation and sales people on the road using mobile devices, we needed a simple and effective way to manage the sales pipeline without the luxury of time and resources for extension training and customization. Insightly filled our need perfectly and exceeded our expectations. The director of sales was able to easily define the workflow and get his team using it in an effective way.

Pros

  • Easy and low cost to implement, configure and train
  • Easy for employees to learn and use with mobile apps and integration with email and calendar
  • Easy and cost effective to scale and customize

Cons

  • Summary reporting of project status
  • Employee efficiency and satisfaction
  • Managed control of sales leads
If you are a very large company and know you will need very custom integrations to your custom internal tools, then maybe other tools would be better.

Insightly Feature Ratings

Customer data management / contact management
5
Workflow management
7
Territory management
Not Rated
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
9
Channel / partner relationship management
7
Case management
5
Call center management
6
Help desk management
Not Rated
Lead management
8
Email marketing
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
Forecasting
Not Rated
Pipeline visualization
7
Customizable reports
5
Custom fields
9
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
9
Single sign-on capability
9
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
8
Compensation management
Not Rated
Mobile access
9

Insightly Implementation

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