Great experience with Insightly
August 24, 2016

Great experience with Insightly

Vahishta Mistry | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Basic

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

We're using Insightly to coordinate sales leads and the entire sales pipeline for our healthcare startup. The sales department and the CEO use Insightly. It helps us manage lists of leads, sorted by source and we can assign dollar values to prospective closes and measure team performance as well.

Pros

  • Managing leads is easy and intuitive.
  • Reporting is basic, but very useful. The clutter of choice is removed, making for a very quick retrieval of important data.
  • The mobile apps make it easy to access data on the go, a must for a sales force that does a lot of fieldwork.

Cons

  • Customizing the views in the various pages would be very helpful. I would like to see custom fields in the report areas as well.
  • Increased Sales
  • Improved efficiency
Sales volume has not improved since using Insightly, however we have seen a lot of improvement in efficiency of the sales force, when they use Insightly.
We have not evaluated any other product however we have used Salesforce in the past and Insightly's price point makes it far more worthwhile as it provides the same/similar value.
Insightly is great when dealing with large numbers of leads that need to be assigned to a multi-person sales force and where the sales process goes through specific steps. For example, we always do a specific number of steps per sale. Starting with getting the lead, qualifying it, reaching out with a call or email and then a meeting (or multiple meetings) and then a closing discussion followed by collection of revenue. These steps are done by different people within the sales department or even between departments. Insightly works great to hand off data and status from one person to another in the sales force as well as the rest of the company.

Insightly Feature Ratings

8.0
Customer data management / contact management
10
Workflow management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
6
Interaction tracking
Not Rated
Customer Service & Support ()
Not Rated
10.0
Lead management
10
Email marketing
Not Rated
7.0
Task management
9
Billing and invoicing management
Not Rated
Reporting
5
1.5
Forecasting
Not Rated
Pipeline visualization
2
Customizable reports
1
1.0
Custom fields
1
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
6.0
Mobile access
6

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