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Great contact management room for improvement and lead management and opportunities
February 03, 2016

Great contact management room for improvement and lead management and opportunities

Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Software Version

Free

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

Insightly is used as a CRM to manage contact details and opportunities. Reporting is too poor to use.
  • Web based
  • Being google integrated
  • The login into Insightly with Google apps never remembers details and is annoying.
  • Due dates or reminder dates should be more visible and calendars [should have] some sort of pop-up functionality.
  • The mobile app is very poor and as a result I don't use it. The interface of the app could be overhauled.
  • Reporting is very poor and it's difficult to get information out of Insightly.
It is good for contact management but could be improved in lead management, mobile access and opportunity tracking.
Insightly is well suited for a small business because it is rather limiting due to the poor reporting and user interface.

Insightly Feature Ratings

6.6
Customer data management / contact management
8
Workflow management
6
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
9
Interaction tracking
4
Customer Service & Support ()
Not Rated
3.0
Lead management
3
Email marketing
Not Rated
4.0
Task management
6
Billing and invoicing management
Not Rated
Reporting
2
4.0
Forecasting
3
Pipeline visualization
3
Customizable reports
6
9.0
Custom fields
9
API for custom integration
Not Rated
1.0
Single sign-on capability
1
1.0
Social engagement
1
Integrations with 3rd-party Software ()
Not Rated
1.0
Mobile access
1