Meeting our needs and Serving us well
Updated April 27, 2016

Meeting our needs and Serving us well

John DeLong  RT(R) CPHIMS | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Insightly

We utilize Insightly as a sales CRM, and mange our inbound RFI/RFP responses as projects within the system.
  • Simple to use.
  • Easy to extend.
  • We really like the simple relationship between Org's, opportunities, and contacts.
  • We find the ability to quickly associate all email activity with a prospect very useful.
  • Reporting / Reports - a broader availability of standard reports along with the ability to build custom reports.
  • The ability to review and update multiple opportunities quickly. We are always exporting opportunity data to Excel and manipulating it for monthly or quarterly forecasting, it would be nice to either be able to upload this data back into Insightly, or have a view from within Insightly that allows the user to view data from multiple opportunities at the same time in a simple table view.
  • As we have a small but geographically separated sales force, Insightly has provided us the ability to get our arms around each opportunity.
  • We have recently begun to use the data export feature of Insightly to drive our forecasting activities from within our finance team.
  • Sales Force,SurgarCRM,Act-On,Microsoft Dynamics CRM
For Medicalis, Insightly was at the nexus of features, functionality, price and simplicity of usage.
Insightly is particularly well suited for the small to medium sized organizations with a limited number of product SKUs.

Insightly Feature Ratings

Customer data management / contact management
8
Workflow management
6
Territory management
6
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
6
Contract management
8
Interaction tracking
7
Lead management
8
Task management
5
Reporting
5
Forecasting
6
Pipeline visualization
8
Custom fields
7
Custom objects
6
Role-based user permissions
6
Single sign-on capability
Not Rated
Mobile access
4

Using Insightly

Insightly Implementation

Insightly Reliability

The application is a little sluggish between mouse clicks.