My experience with Insightly was excellent
Updated August 15, 2017

My experience with Insightly was excellent

Eduardo Reyes | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Software Version

Free

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

Insightly is very easy to use tool. Even the basic version is elemental. It's pretty good and has enough components and functions to consider it a very good app. Many other CRMs have a lot of options, most of them are very useless. Insightly concentrates the most useful elements to supervise and manage relationships. Currently, I am using the app to include our database of leads and it's working pretty good. It's fast and the look and feel is very clean. You won't need an expert or tutorials to understand its functions, just join in and work.
  • Includes leads in the database with the most important information
  • Defines users very easily
  • Works from my mobile device
  • The interface to import contacts and leads
  • How to connect with other tools like Google Calendar
  • Include a scanner for business cards in order to upload them directly to the app
  • Centralized contact management
To centralize the information is critical and this app works very good for this purpose. We need some extra time to complete our understanding of all the functions and potential but maybe in a couple of months, maybe Insightly will be the main app to control our relationships with clients, providers and other stakeholders.
  • ZOHO
Zoho is very good but includes many useless functions, it's too sophisticated. You have to learn too much about the tool in order to get some interesting results. With Insightly you get more with less.
I already recommended Insightly. Its performance in the use of contacts is very good, especially for sales actions. It's not that good in operations, because the task and projects tab are not very useful and the possibility to customize them is zero. The other area to improve is the connection with an email account.

Insightly Feature Ratings

Customer data management / contact management
10
Workflow management
3
Opportunity management
8
Interaction tracking
7
Lead management
6
Email marketing
7
Task management
6
Reporting
6
Forecasting
6
Pipeline visualization
6
Customizable reports
7
Custom fields
3
API for custom integration
5
Single sign-on capability
8
Social engagement
3
Mobile access
9

Insightly Training

Insightly is a very useful tool, it has the essential capabilities that a company need. Easy to use and very intuitive, so, you don't need tutorial or extra documents. Navigation inside the platform is quite simple. You will be able to store your client's information, about your potential business opportunities, organize teams and users and, connect your emails.