One issue holds me back
June 09, 2015

One issue holds me back

Anonymous | TrustRadius Reviewer
Score 3 out of 10
Vetted Review
Verified User

Software Version

Pro

Modules Used

  • all

Overall Satisfaction with Insightly

It is being used by me to track my relationships with connections so I can be more thoughtful in my outreach. I wanted it to augment traditional, static contact management as well as provide a richer picture of my contacts.
  • Integrates well with Gmail
  • Simple interface
  • Inexpensive
  • Interface with Microsoft Outlook/ contacts
  • Tracking and reporting on relationships
  • The robustness of the app
  • I wanted it to be a great resource for me when I wanted that extra detail about a contact (likes Cuban cigars, etc) but it has been difficult to set up and access this.
Right now I am using just my basic contact list and adding notes. I do not have the time to invest in this currently and the time I invested already feels like a waste. I would give Insightly another try but it would have to start with an improved app and better/easier help with me integrating into Microsoft Outlook. If I can get that second one done in a timely fashion, I will jump back on the bandwagon.
I used to recommend it but I have not used it recently because I have had so many issues with the Outlook interface. I have also been using my phone a lot more and the app really leaves me wanting.

Insightly Feature Ratings

Customer data management / contact management
6
Workflow management
Not Rated
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
1
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
6
Channel / partner relationship management
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
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
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated