Insightly is helping my business to grow
November 03, 2016

Insightly is helping my business to grow

María Ortega García | 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

I use Insightly to write the reports of all my students after each lesson and have the relevant contact details for each student and potential student that contacted me, such as level, time zone, etc.
  • Organise personal and professional details
  • Keep records
  • Integrate with other software
  • I don't use all the features that Insightly has, and the ones I use are perfect for my needs.
  • Improved efficiency
I have totally achieved this outcome because it helps me have all my lesson reports of my students with a very easy access, so that I don't need to spend time searching for that, in that way I can start preparing my lesson faster and more efficiently.
It is perfect to keep records of students and all their details. It is very easy to do searches on them and is clean and simple. I guess that there are many features that I don't use that are distracting.

Insightly Feature Ratings

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