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Great CRM for Google Apps users but lacks proper backup facilities
Updated October 24, 2016

Great CRM for Google Apps users but lacks proper backup facilities

Franck Sidon | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Insightly

The product is used across the company as a CRM, and for document management and task management.
  • Integration with Gmail makes it very easy to use
  • Linking mechanism makes it intuitive
  • Drag and drop document management works well
  • Search functionality is very primitive. Would love the ability to use Google search functionality.
  • The product needs a proper backup solution. There is no way to backup documents stored on the system. It's possible to backup static data but not their links. And there it's obviously no restore option.
  • The mobile app is not fully functional and cannot really be used as a replacement to the web solution when on the go. There are no sorting options. There is no reporting. The home page that shows recent activity has not been implemented. And worse of all sometimes some attachments are not shown for some reason.
Looked at other products like Capsule but none had the level of integration with Google Apps that insightly has.
Insightly is very easy to use especially for Google App users. It lacks some basic enterprise facilities (backup option).

Insightly Feature Ratings

8.4
Customer data management / contact management
10
Workflow management
6
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
8
Quote & order management
8
Interaction tracking
8
Channel / partner relationship management
Not Rated
8.0
Case management
8
Call center management
Not Rated
Help desk management
Not Rated
6.5
Lead management
8
Email marketing
5
2.7
Task management
6
Billing and invoicing management
1
Reporting
1
3.3
Forecasting
2
Pipeline visualization
7
Customizable reports
1
3.3
Custom fields
8
Custom objects
1
Scripting environment
1
API for custom integration
Not Rated
5.5
Role-based user permissions
5
Single sign-on capability
6
3.5
Social data
5
Social engagement
2
6.0
Marketing automation
6
Compensation management
Not Rated
5.0
Mobile access
5

Using Insightly

Insightly Implementation

  • Implemented in-house
  • Definitely allows for better efficient and customer service.

Using Insightly

Insightly Reliability