Great for the average user who just wants to get things done.
Updated October 05, 2016

Great for the average user who just wants to get things done.

Greg Ross | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Plus

Overall Satisfaction with Insightly

Insightly is being used:

  • as a CRM
  • for tracking customer tasks
  • for prospecting

Pros

  • Manage tasks. Insightly helps keep relevant tasks at hand and is very easy to work with.
  • Syncs with my email and calendar. Allows me to view all my business information together.
  • Helps me manage my customers' timelines appropriately.

Cons

  • Opportunity integration, to manage and track opportunities better. This may just be the way we have configured it but it does not work for us at all.
  • Salesforce integration - as I still have to use salesforce as a second crm.
  • Dashboard - love the way it looks I just can't make it work like we would like to.
  • Improved efficiency
Yes and no. Yes because it has helped me manage tasks and I feel that my existing customers are managed more effectively. No because I still have to use salesforce and that makes 2 CRMs I have to keep updated. I like the way that insightly interacts with me and my ability to access it from everywhere.
I like using insightly, I dont like using Maximizer or salesforce as they seem to not manage my workflow the same. With insighlty it's simply clicking through tasks, with salesforce it's cumbersome, and Maximizer required a genius to configure it. I would rather use only one CRM, at this time it would be insightly.
Its seems to be well suited to decentralised companies with a mobile workforce. As all the information is cloud based it makes it easy to access from a variety of points with little to no computer experience. This allows a company to not need a network manager to help them manage their customer base.

Insightly Feature Ratings

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

Using Insightly

Easy to open and use. create tasks. can access it from anywhere

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