Insightly Insights
November 04, 2016

Insightly Insights

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Professional

Modules Used

  • Insightly iOS / Android Mobile App
  • Laptop Version

Overall Satisfaction with Insightly

It is used by our sales department as our CRM tool and a way to follow our accounts and contacts within those accounts.
  • Allows for a nice way to capture all pertinent information regarding the accounts and the individuals within those accounts that we call on.
  • I think it works fine, there's not a lot that I'd try to fix.
  • Centralized contact management
  • Streamlined business processes
I have achieved these outcomes.
It is well suited to adding LinkedIn profiles and other pertinent information on the individuals that we add.

Insightly Feature Ratings

Customer data management / contact management
10
Workflow management
6
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
3
Interaction tracking
10
Lead management
6
Email marketing
6
Task management
10
Billing and invoicing management
3
Reporting
10
Forecasting
4
Pipeline visualization
7
Customizable reports
5
Custom fields
8
API for custom integration
5
Single sign-on capability
8
Social engagement
4
Mobile access
9