We love Insightly!
Updated January 04, 2017

We love Insightly!

Moshe Kogos | 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

We use Insightly to manage our sales pipeline and customer engagements. Until now, we were relying on Excel spreadsheets. Excel is great, but Insightly is a purpose-built tool that handles the job perfectly. Further, we love the ability to update objects in the database by sending emails to designated addresses. It's very powerful.

Pros

  • Keep the database up to date with correspondence to our customers.
  • Reminders.
  • Reporting: Sales performance, sales pipeline, current status, etc.
  • Task management is excellent.
  • I love the ability to import a variety of different data from Excel spreadsheets.

Cons

  • Seems to have difficulty *truly* knowing your timezone and therefore does not coordinate well with my calendar. As a result, I do my scheduling outside of Insightly.
  • Though it's easy to import data objects like Contacts and Organizations, I would much rather be able to connect my regular lists to Insightly so the integration would be automatic and clean.
  • The Project feature is a little primitive, but this has not been a showstopper for me.
  • Streamlined business processes
Insightly has been a real asset for our business. I love the fact that I can import and export data to Excel. This means that the product does not lock me in as a customer. Moreover, the tool can grow with our business. The pricing models are excellent. We really love the Opportunity Management capabilities.
Salesforce is an extremely powerful system. But with that power comes complexity and cost. Insightly's pricing model is much more attractive for us and we didn't need the power that Salesforce provides. We've got a scalable solution, no training needs, great pricing.
Insightly is a great CRM and has been a fantastic tool for our business of consulting and advisory. The product is intuitive so there was no training needed. We were up and running immediately.

Insightly Feature Ratings

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

Configuring Insightly

Extremely easy to get up and running.

Insightly Reliability

Performance is excellent. Never have problems with performance of app. Never!

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