When you try the best, no room for the rest.
October 27, 2016

When you try the best, no room for the rest.

Younes El-Kojok | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Professional

Modules Used

  • Insightly iOS / Android Mobile App
  • window

Overall Satisfaction with Insightly

I'm familiar with CRM systems, and at first, as a web cloud [solution] we used to have salesforce (Insightly previously). In my opinion, it is the best web based cloud CRM system available.
  • The report part
  • The integration with emails apps
  • The mobile app
  • To update the company's information from the web, instead of searching for it (SEO)
  • To have a Google map link area
  • To be able to attach a company logo
  • Improved efficiency
The system is wonderful, it has helped me to have all data and communication, and activities tracked and analysed.
  • i did not consider
Best web based cloud CRM available [as of] today.
It's best for sales operations, service projects, consultant and advertising companies, and recruitment companies.

Insightly Feature Ratings

Customer data management / contact management
9
Workflow management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Interaction tracking
9
Lead management
9
Email marketing
Not Rated
Task management
9
Billing and invoicing management
Not Rated
Reporting
7
Forecasting
8
Pipeline visualization
8
Customizable reports
7
Custom fields
10
API for custom integration
6
Single sign-on capability
9
Social engagement
8
Mobile access
9