Great fit for our small marketing and sales team
October 18, 2016

Great fit for our small marketing and sales team

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Other

Overall Satisfaction with Insightly

Insightly is being used by the marketing and sales team to help us manage sales leads, orders, requests and projects.
  • I believe that Insightly is extremely cost effective and has simple pricing structures for our team.
  • It is very easy to use and does not require training for most users. There are no difficult plugins.
  • It keeps me on top of my to-do list every day and nothing falls through the cracks.
  • The IOS app seems a bit slow. I don't use it that much myself, but I imagine others do.
  • Increased Sales
  • Improved efficiency
  • Centralized contact management
Insightly has allowed us to better recognize the key players at our customers' organizations that are involved in multiple opportunities and ensure that we stay on top of sales leads.
As a company with a small sales and marketing team, Insightly has been well suited to our needs in terms of functionality and cost.

Insightly Feature Ratings

Customer data management / contact management
10
Workflow management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
6
Interaction tracking
10
Lead management
10
Email marketing
8
Task management
10
Billing and invoicing management
Not Rated
Reporting
8
Forecasting
9
Pipeline visualization
10
Customizable reports
7
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
8