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The experience of a Sales Management Consultant
Updated February 02, 2017

The experience of a Sales Management Consultant

Massimo Pizzetti | 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

I use Insightly myself and help some customers introduce it in their companies. It is a simple to use CRM that can improve a sales organization.
  • Simple to use.
  • Allows a company to understand if it is a CRM that they need.
  • The new reporting system looks less user friendly than the previous one, even with more features.
  • The very [recent] new free accounts allows only two users, instead of three as previously.
  • The app for Android could be better.
  • More efficiency, nothing is lost anymore.
  • Task and activity planning.
  • The use of a CRM forces an organization to discuss, agree and share processes.
I suggest Insightly to many customers of mine. I think the only limit (but surely not for anyone) is the absence of a link with your admin database.

Insightly Feature Ratings

8.3
Customer data management / contact management
10
Workflow management
7
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
6
Interaction tracking
Not Rated
Customer Service & Support ()
Not Rated
7.0
Lead management
7
Email marketing
Not Rated
7.0
Task management
10
Billing and invoicing management
Not Rated
Reporting
4
6.0
Forecasting
Not Rated
Pipeline visualization
8
Customizable reports
4
8.0
Custom fields
8
API for custom integration
Not Rated
Not Rated
Single sign-on capability
Not Rated
Not Rated
Social engagement
Not Rated
Integrations with 3rd-party Software ()
Not Rated
Not Rated
Mobile access
Not Rated

Insightly Implementation

Nothing specifico.

Insightly Support

I only needed support once, and the answer was outstanding. Support was quick, and personal, with a "real" person on the other side. It's not that much as an experience, but I felt there was great company at the other side of the wire.
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support cares about my success
Quick Initial Response
None
Yes - Quickly solved.

Using Insightly

Because it's excellent, with the only limitations being the app (could be better) and the reporting system (too complicated).
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Organizations and Contacts: very nice with the possibility [to get] the picture or logo and the feed from Google News
  • The new reporting system
Yes - Not bad, but I think it could be improved