Cost effective, easy to use and powerful
Updated October 04, 2016

Cost effective, easy to use and powerful

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

Software Version

Basic

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

By using Insightly we are able to manage our prospects through to them becoming valued customers. From lead generation through to managing our opportunities, Insightly enables multiple personnel and departments to interface and record vital information about our customers. With Insightly being cloud-based we are able to access our records at all times via Macs, PC's and the Insightly app for mobile devices. I would thoroughly recommend Insightly to other organisations.

Pros

  • Quick and easy data entry to input leads and then convert them into separate records; contact, organisation, opportunity, task etc
  • Linking to Dropbox and Onedrive means that all our Insightly users have access to the most up to date customer proposals and project plans
  • Extremely good value for money, there are systems out there at twice the price with half of the features and functionality

Cons

  • Sometimes it can be a bit slow
  • When converting a lead to an opportunity, not all data is populated in the new records
  • There is a bug whereby the role field in contacts doesn't always save
  • Increased Sales
  • Improved efficiency
  • Centralized contact management
Not yet, we are a start-up business, so time will tell.
More cost effective, feature rich and intuitive to use

Insightly Feature Ratings

Customer data management / contact management
9
Workflow management
Not Rated
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
2
Interaction tracking
Not Rated
Lead management
6
Email marketing
Not Rated
Task management
10
Billing and invoicing management
Not Rated
Reporting
3
Forecasting
7
Pipeline visualization
7
Customizable reports
7
Custom fields
10
API for custom integration
Not Rated
Not Rated
Single sign-on capability
Not Rated
Social engagement
4
Mobile access
10

Using Insightly

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