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Insightly - My marvelicious companion
June 05, 2015

Insightly - My marvelicious companion

Hamdi Abdul Halim | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Gratis

Modules Used

  • 6 users

Overall Satisfaction with Insightly

We key in all contacts, leads and funnel. It sends my report to the CEO daily. With Insightly, I am able to monitor the sales funnel by my team. Insightly also provides project milestones.. This is a huge source to monitor projects. Also, it's compulsory for us to put in all activities and tie them to a relevant organization or opportunity.
  • Centralized contacts for relevant parties in our leads and organization
  • Company's calendar for meetings and activities. If colleague want me to join a meeting, I will ask them to check my calendar in Insightly
  • Monitor sales and funnel to archieve target. Single pipeline for all possible deals
  • Project milestones will be tracked by using the system, up until invoicing
  • Integrate direct with MS Outlook for calendar, not via Gmail
  • Provide business card scanner that imports directly to the contact
  • More comprehensive reporting or a dashboard that is able to show all reports in single page
  • Effectiveness of tasks and activities
  • Leads conversation
  • Project management
Sugar crm - too boring, dull interface, no mobile apps
salesforce crm - pricey, too confusing,
zoho - pricing structure
Insightly has on the go tools to discuss sales projection on the mobile app. It has a cool interface and reports are available if my CEO asks for updates.

Insightly Feature Ratings

7.0
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
5
Contract management
7
Interaction tracking
8
Channel / partner relationship management
7
Customer Service & Support ()
Not Rated
7.0
Lead management
7
7.0
Task management
8
Reporting
6
9.7
Forecasting
10
Pipeline visualization
10
Customizable reports
9
9.5
Custom fields
10
Custom objects
9
10.0
Role-based user permissions
10
6.0
Social data
6
Integrations with 3rd-party Software ()
Not Rated
8.0
Mobile access
8

Using Insightly

It is my main reference source for all movement in our company.
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Feel confident using
None
  • Opputurnity
  • Leads
  • Mobile apps
  • Project management
  • Calendar
  • Contacts need to be input manually instead of business card scanning
Yes - Great. But hope some features are available in mobile apps