Add massive value to your company and customers with Insightly.
June 15, 2015

Add massive value to your company and customers with Insightly.

Twan Smetsers | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Advanced

Modules Used

  • all

Overall Satisfaction with Insightly

Insightly is the primary tool for contacting our customers. Our consultants use Insightly intensively and we created a way of working that requires working with the tool as the primary way of exchanging information. Aside to the CRM functionality it is used for tracking leads and opportunities and to keep the overall track of our projects.

Pros

  • Insightly makes it possible to connect all information together, no missing pieces.
  • Direct connection with MailChimp.
  • Use it on your desk or on your mobile, available everywhere.

Cons

  • Connection with a simple project management tool.
  • More integration with social media, HubSpot style.
  • Full control over relations database, increasing employee efficiency to the next level
  • Smarter and faster lead generation
  • Converting opportunites faster to order
  • act,Salesforce.com
Insightly is easy to use and to integrate into your companies processes.
Insightly is very well suited for teams with 5 to 15 people who need to get their business organised. [It is also suited for] getting a grip on your contacts and relations, and an overview of all running and future opportunities and projects.

Insightly Feature Ratings

Customer data management / contact management
9
Workflow management
8
Territory management
7
Opportunity management
8
Contract management
6
Quote & order management
6
Interaction tracking
7
Channel / partner relationship management
7
Case management
7
Lead management
8
Email marketing
8
Task management
7
Billing and invoicing management
6
Reporting
6
Forecasting
8
Pipeline visualization
9
Customizable reports
9
Custom fields
8
Custom objects
8
Scripting environment
7
Not Rated
Social data
7
Social engagement
7
Mobile access
7

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