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Insightly review
Updated June 28, 2016

Insightly review

Robert Henderson | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Software Version

Starter

Modules Used

  • CRM

Overall Satisfaction with Insightly

I am a small business, just a few employees. We do financial planning and investment management. I primarily use Insightly for CRM, tracking client communications, scheduling appointments, tracking notes on clients, and capturing e-mails.
  • I like that Insightly is very simple and intuitive. It doesn't require a lot of experience, knowledge, or setup. Very easy navigation.
  • Setting up new clients and recording data is very simple.
  • It is great for capturing client e-mails and also works well with Google Calendar
  • I would like to be able to record client birthdays so that it will remind me every year. There are "dates to remember" and custom fields, but neither one works well for reminding you each year about client birthdays. I like to run a report every month for all the client birthdays coming up, but you can't really do that with the way they are set up.
  • It would be great to have the ability to customize the HOME screen to include widgets for different things you use regularly. For example, I would love to have my Calendar, my overdue and upcoming Tasks, and any open Projects or Opportunities to exist on my Home page. I have no need to see recent Activity. But maybe some people do. So the ability to customize would be great.
  • Salesforce.com,Zoho CRM,redtail,upswing
It is a bit simpler than the others, but also less flexible and customizable.
It is well suited for very simple operations, but more complex operations would be difficult.

Insightly Feature Ratings

7.2
Customer data management / contact management
6
Workflow management
6
Territory management
Not Rated
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
8
Channel / partner relationship management
Not Rated
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
5.5
Lead management
6
Email marketing
5
8.0
Task management
8
Billing and invoicing management
Not Rated
Reporting
Not Rated
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
5.0
Custom fields
5
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
8.0
Role-based user permissions
8
Single sign-on capability
8
4.5
Social data
5
Social engagement
4
4.0
Marketing automation
4
Compensation management
Not Rated
7.0
Mobile access
7

Insightly Implementation

  • It's no better than other CRM's I have used. It's not customizable enough to make a big difference.

Using Insightly