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Awesome
June 29, 2015

Awesome

Mohd Shazlan Mohd Anwar | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Starter

Overall Satisfaction with Insightly

It is being used to capture, record and synchronize sales activities for the company. The management is using the information to ensure all possible opportunities are capitalized and resources are optimized
  • Synchronizing with Google (Mail, Calendar)
  • Managing tasks, sharing and assigning tasks between colleagues
  • As a one stop center for CRM
  • Having a desktop version (which can sync with the database once internet connectivity is up) will be very helpful, especially for regions where internet is not stable
  • Having a "guest" feature, (a) for them to view the progress of projects, (b) have limited and selected access to sales activities (in cases where the OEM wants to monitor the progress of their distributors/resellers)
  • Increased employee efficiency
  • Better and easier resource management
  • High cost when needs to implement company-wide (-ve impact)
Insightly is well suited when you have several independent people working on the same tasks (sales, projects) and synchronization and sharing of information are very essential.

Insightly Feature Ratings

5.4
Customer data management / contact management
9
Workflow management
5
Territory management
4
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
2
Interaction tracking
1
4.0
Case management
3
Call center management
6
Help desk management
3
6.5
Lead management
7
Email marketing
6
5.7
Task management
6
Billing and invoicing management
2
Reporting
9
8.3
Forecasting
8
Pipeline visualization
8
Customizable reports
9
8.0
Custom fields
8
8.0
Single sign-on capability
8
5.0
Social data
5
Social engagement
5
Integrations with 3rd-party Software ()
Not Rated
6.0
Mobile access
6