Productive CRM
February 23, 2016

Productive CRM

Victor Cammans | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version


Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

Insightly is an affordable way to keep tract of all contacts to AggData. Being used on our Customer Team, which, includes: Analytics, Marketing, Sales, Account Management, and Customer Service. It assists in coordinating where each customer is at with on-boarding process to exit strategy, follow up, and follow through all while giving an insight of the history with the customer and who is in charge of the customer.
  • History of all contacts. From the email you can hit a button and it is added to Insightly.
  • Opportunities. Gives a clear indication of where my clients are with the on-boarding process.
  • Tasks. Reminds me of follow through.
  • Reports. Can see what type of impact I am having and what other ways I can have a better impact on my clients.
  • Pipelines. I wish it was easier to put in reasons for the step in pipelines or keep it open to typing instead of having to put all that info in Notes.
  • Organizations. I wish there was a way to have all the contact info come up when you select the Organization.
  • Contact Tags. I wish I could click on a button to add another Tag. Like the button that says 'No Tags', have one next to it saying 'New Tags'.
  • Improved efficiency
  • Centralized contact management
  • Streamlined business processes
  • Reduced number of meetings
Having all contact info in one area has reduced the amount of run around I have had to do with email. There is one location in which I can access all communications to understand what the next steps will be. Improved efficiency, Streamlined business process, and centralized management are a few areas I have achieved by using Insightly.
Much better pricing and less intrusive. Insightly is a great bang for your buck. Salesforce just does not stack up.
Insightly is better suited for the on-boarding process and follow through than any other CRM out there, such as Salesforce. Insightly, even with a few flaws, is more user friendly then other CRM's I have worked with. In many cases Insightly keeps it simple and easy to use.

Insightly Feature Ratings

Customer data management / contact management
Workflow management
Opportunity management
Integration with email client (e.g., Outlook or Gmail)
Interaction tracking
Lead management
Not Rated
Email marketing
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Not Rated
Pipeline visualization
Customizable reports
Custom fields
API for custom integration
Not Rated
Single sign-on capability
Social engagement
Mobile access