Everything I Need to Manage My Sales Prospects
November 02, 2016

Everything I Need to Manage My Sales Prospects

Nat Coalson | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Software Version

Free

Modules Used

  • Insightly iOS / Android Mobile App
  • Gmail add-on

Overall Satisfaction with Insightly

I personally use Insightly to manage my sales prospects and maintain contact records. Insightly helps me keep track of who I've contacted and what our conversation entailed. I've added my business partner as a user as well, so we can each see who we've contacted throughout the sales cycle. I use the Organizations and Tags features to categorise the types of sales prospects I'm contacting, which helps keep my activity aligned with my goals.

Pros

  • Categorises Organisations and Contacts
  • Keeps track of email conversations and associates them with the Contact and/or Organisation
  • Allows the addition of notes and other project-related details

Cons

  • The interface and styles are a bit outdated
  • Sometimes it seems there are too many clicks required to accomplish a task
  • The relationship between Contacts and Leads, and the relative benefits of each, is a bit difficult to understand.
  • Increased Sales
I have not achieved increased sales - yet. My sales cycles are typically very long, so I'm still expecting great things!
I think it's well suited for use within a business of any size with a need to manage a sales pipeline.

Insightly Feature Ratings

Customer data management / contact management
8
Workflow management
6
Opportunity management
5
Integration with email client (e.g., Outlook or Gmail)
8
Interaction tracking
8
Lead management
6
Email marketing
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
3
Forecasting
Not Rated
Pipeline visualization
2
Customizable reports
Not Rated
Not Rated
Custom fields
Not Rated
API for custom integration
Not Rated
Single sign-on capability
5
Social engagement
2
Mobile access
5

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