Thank you Insightly!
August 26, 2016

Thank you Insightly!

Sarah Grant | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Basic

Modules Used

  • Insightly iOS / Android Mobile App
  • Desktop, Google Side Bar

Overall Satisfaction with Insightly

Traverse Associates Ltd is a small business, and we use Insightly to communicate through the different departments. For example, a sale comes in and I, Marketing, will register this as an Opportunity. I will manage the sale process along with the managing director, and when this is confirmed, it will then be the IT director's responsibility to manage the projects. When the projects are complete, the finance director is then informed so they can invoice for that project. Insightly manages our workflow, so we can track our communication and ensure we do not miss anything. In the past, we have not followed up on sale leads or forgotten to invoice a company - and Insightly tracks this so it doesn't happen again.

Pros

  • Manage workflow amongst other departments.
  • Manage the sale process - so nothing is forgotten about.
  • Gives you detailed insight on each customer, including their social links.

Cons

  • When a project ends, it then needs an accounting system to then be managed by finance. They want to see the status as invoiced, awaiting payment etc.
  • I would like the leads and contacts be de-duplicated together - as I am sure I have people in my leads that are already in my contacts.
  • Increased Sales
  • Improved efficiency
  • Centralized contact management
  • Streamlined business processes
The efficiency, contact management and business processes have definitely improved. The sales have increased slightly just because marketing is tracking them more - however, it does bring to our attention lost sales more.
Insightly and Trello are the two systems we use in our business, and this works well. Much better than Vtiger.
Insightly is great for management in a company. It's not so great for general staff as the task section could be improved - it's a bit long winded, unlike something like Trello or Asana.

Insightly Feature Ratings

8.0
Customer data management / contact management
6
Workflow management
8
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
7
Interaction tracking
9
Customer Service & Support ()
Not Rated
10.0
Lead management
10
Email marketing
Not Rated
4.0
Task management
3
Billing and invoicing management
3
Reporting
6
6.3
Forecasting
3
Pipeline visualization
8
Customizable reports
8
3.5
Custom fields
2
API for custom integration
5
10.0
Single sign-on capability
10
7.0
Social engagement
7
Integrations with 3rd-party Software ()
Not Rated
10.0
Mobile access
10

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