Insightly - simple and easy to use!
February 25, 2016

Insightly - simple and easy to use!

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

Software Version

Professional

Modules Used

  • Insightly iOS / Android Mobile App
  • Desktop in Google Chrome

Overall Satisfaction with Insightly

Daily usage as a CRM for Property Casualty Insurance agency ... We setup OPS to follow all existing client and prospects new sales transactions..
  • Opportunities
  • Note / documentation keeping ..
  • Files are all in one place and automatically populate with EMAILS and manual attaching ...
  • GMAIL integration .. mediocre ... wish it was much better ..
  • NEW EMAIL interface bar add-on ... OK .. but haven't really figured out how to best use it yet .... But it truly has possibilities ...
  • Increased Sales
  • Improved efficiency
  • Streamlined business processes
Pretty much so. YES! Insightly is helping us in our daily processes.
Insightly still feels more simple to use - not so 'step complex' ... and gives me quick access to the things that I need ....
I think for the pricing and the simplicity of the interface, I'm happy with working in Insightly. I have interviewed other software but for our smaller operation, it works well with our processes...

Insightly Feature Ratings

Customer data management / contact management
7
Workflow management
8
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
4
Interaction tracking
5
Lead management
6
Email marketing
5
Task management
7
Reporting
4
Forecasting
5
Pipeline visualization
5
Customizable reports
6
Custom fields
8
API for custom integration
9
Single sign-on capability
7
Social engagement
5
Mobile access
4