Insighlty, manage your information and moltiplicate your time.
June 22, 2016

Insighlty, manage your information and moltiplicate your time.

Francesco Croccolo | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Plus

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

We use Insightly only in the sales department. We use it to collect all our customer details and synchronize with our Google account. We use it to save all the details of our commercial meetings, phone calls or research. We also use it to create tasks and reminders about to dos related to commercial activity.
  • Because it allows you to check customer history very easily
  • Because it allows you to have constant reminders about activities to be done regarding sales
  • Because it supports you connecting different contacts and selecting them by personalized categories
  • Sometimes, when I add a note or a task, the software is not immediately updated and, even the new activity is saved, I can not see it on the monitor
  • Sometimes syncronization gives some errors
  • Improved efficiency
Yes I definitely improved my efficiency both in saving and storing information and in reviewing information. Maybe it can be time consuming to fill in all the critical information but, then, when you need them you have them all in a click from your laptop, your mobile or your tablet.
I think the most appropriate scenario Insightly is suitable for is in a small to medium size company with a high necessity to share commercial information. This is a valid instrument to share all or part of commercial information between various workers thanks to the possibility to select different power and access to the information.

Insightly Feature Ratings

Customer data management / contact management
7
Workflow management
5
Opportunity management
4
Integration with email client (e.g., Outlook or Gmail)
5
Interaction tracking
6
Lead management
Not Rated
Email marketing
5
Task management
7
Billing and invoicing management
Not Rated
Reporting
7
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Not Rated
Custom fields
Not Rated
API for custom integration
Not Rated
Not Rated
Single sign-on capability
Not Rated
Not Rated
Social engagement
Not Rated
Mobile access
7