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Insightly feedback from a happy user
Updated February 02, 2017

Insightly feedback from a happy user

Ian Millar | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Professional

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

I am using Insightly to centralize all my information related to my research projects. It's a great tool to centralize and track my information. The mobile app is especially useful when on the move. Custom fields play a major part in my usage as well.
  • Web based
  • Custom fields and tags
  • Ease of use
  • Custom fields not over multiple items, e.g. opportunities to projects
  • Need more integration with other tools
Centralized data
Salesforce and Sugar CRM - they don't come close!!!
Insightly is well suited for small teams wishing to move away from Excel!!!

Insightly Feature Ratings

8.0
Customer data management / contact management
9
Workflow management
8
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
7
Interaction tracking
6
Customer Service & Support ()
Not Rated
7.0
Lead management
7
Email marketing
7
8.0
Task management
8
Billing and invoicing management
8
Reporting
8
8.0
Forecasting
8
Pipeline visualization
8
Customizable reports
8
9.0
Custom fields
10
API for custom integration
8
9.0
Single sign-on capability
9
9.0
Social engagement
9
Integrations with 3rd-party Software ()
Not Rated
10.0
Mobile access
10

Insightly Implementation

support is super helpful and reactive. layout and logic helps. would recommend anyone implementing that they take time to plan and understand use of custom fields, tags, and workflow. YouTube videos gives you a quick overview of what is possible for the functionality. overall easy process in all
well done to all.

Configuring Insightly

It's sad so it's ok. You Are not sales force. Si don't try to be

Using Insightly

Amazing platform abd support

Insightly Reliability

just amazing, keep up the good work