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Solo Attorney Loves the Insightly Gmail Gizmo!!
Updated November 11, 2016

Solo Attorney Loves the Insightly Gmail Gizmo!!

Christopher Aguilar | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Starter

Overall Satisfaction with Insightly

I am a solo attorney without support staff. I particularly like the Insightly Gizmo that appears at the bottom of my incoming Gmail. It allows me to "touch it once" and make a Task List item when I first read the incoming email. I can then file the email in the client folder and remove it from my inbox. Similarly, I am able to set up a new "Opportunity" or potential new client from the initial email contact from that prospect. Then, I can attach links to the Opportunity to reference the Referrer, the Owner, etc. Also, when I send email to a representative of the potential client, particularly when I have attached documents, I use the unique bcc email address to direct that email to the Opportunity file within Insightly. The same process is true if/when the Opportunity is turned into a "Project" or new client. When a client telephones I can then click on the Project and see the history of our email communication and document delivery.
  • The Gmail Gizmo is a differentiating factor for me. Of most importance is the ability to set a Task with a reminder and details to describe what needs to be done.
  • I like the ability to have email that I send to a client linked to that client's contact or Project.
  • The are strengths for Insightly because they are efficient. I am operating without support staff. I chose to avoid hiring employees. Therefore, I replace people with technology. I can manage Tasks, Due dates, Contacts and Client Prospects through Insightly and its integration with the Gmail platform.
  • The only issue that I have experienced is that occasionally the Gmail gizmo does not appear at the bottom of incoming email. Not sure whether that is an Insightly issue, a Google server issue, or a bandwidth issue at my office. But, it is rare.
I have used Salesforce at a prior corporation. It was much too large for my current needs, also too expensive.
My experience is limited to a single user. I don't use the collaborative elements or user management elements. I can see that they would be great for a larger organization. But, as a solo practitioner I find the technology wonderful to increase efficiency.

Insightly Feature Ratings

9.5
Customer data management / contact management
8
Workflow management
10
Territory management
Not Rated
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
Not Rated
Channel / partner relationship management
Not Rated
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
10.0
Lead management
10
Email marketing
Not Rated
10.0
Task management
10
Billing and invoicing management
Not Rated
Reporting
Not Rated
10.0
Forecasting
Not Rated
Pipeline visualization
10
Customizable reports
10
7.0
Custom fields
7
Custom objects
7
Scripting environment
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
2.0
Mobile access
2

Using Insightly

1 - I'm am a solo practitioner and handle all leads and case management tasks.

Insightly Implementation

  • Implemented in-house
  • Great lead tracking
  • Great Task management

Using Insightly

Insightly Reliability