Insightly is the brains of our business!
November 04, 2016

Insightly is the brains of our business!

Bill Combes | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Software Version

Plus

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

We use Insightly to manage our customer base. All customer communications and activities are run through Insightly from projects, to emails to day to day management. We only have 5 team members so everyone in our company is using the system.
  • Data and customer management
  • Activity logging
  • Managing files and integrating with data
  • The BCC option for multiple projects and opportunities
  • Although I like the BCC option, I think having a fully integrated two way email communication is the way to go. I manage sales for my company through Pipedrive and they have this option.
  • Sometimes the process of opportunities, projects and all the available options are a bit difficult to navigate. We work on improving these processes for our company daily but we are small. Companies with teams that support this product are probably more successful.
  • More social media integration as built in options (so you can turn them on and off at will) So for example a link to a company Facebook page or LinkedIn page as an available option on organizations.
  • Streamlined business processes
Yes, I think we have. One thing I failed to point out on the cons is that we are using Pipedrive for sales. The leads in Insightly are OK but just can't compete with the functionality of Pipedrive. My entire team loves insightly for the CRM post sales processes though. It is a great system!
Salesforce is way too much money, we're using Pipedrive and I liked Insightly over Nimble.
Not sure. Maybe very large orgs might have a hard time implementing but for companies under 100 I like it.

Insightly Feature Ratings

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