Real Estate Use
June 22, 2016

Real Estate Use

Scott McKenzie | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Free

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

We use Insightly to manage our customer relationships and project pipelines. The multi user interface has been the real key to our efficiency. I would recommend Insightly to any project and or customer based business.

Pros

  • Well organized
  • Free with buy in if necessary
  • Multi user interface

Cons

  • Insightly meets my current needs.
A single source for all task, pipeline, and customer tracking needs.
I've used other products but Insightly is the most complete with customization.
The multi user interface has been a point of differentiation.

Insightly Feature Ratings

7.0
Customer data management / contact management
Not Rated
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
1
Interaction tracking
Not Rated
Customer Service & Support ()
Not Rated
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
10.0
Task management
10
Billing and invoicing management
Not Rated
Reporting
Not Rated
8.0
Forecasting
Not Rated
Pipeline visualization
8
Customizable reports
Not Rated
7.0
Custom fields
7
API for custom integration
Not Rated
10.0
Single sign-on capability
10
1.0
Social engagement
1
Integrations with 3rd-party Software ()
Not Rated
5.0
Mobile access
5

Comments

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