An effective sales tool for non-sales people
Updated September 08, 2017

An effective sales tool for non-sales people

Andrew Hurrell | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Basic

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

Insightly allows our whole team to monitor and contribute to our business development activities. We also use it to forecast our future revenues and manage the next steps for each opportunity. Insightly keeps activities from falling through the cracks and provides a consolidated view our funnel. It makes coordinating and delegating tasks much easier than email or spreadsheets.
  • Centralized information database
  • Easy searching
  • Linking people, organizations and opportunities
  • Reporting is customizable but could be more flexible
  • Email integration
  • Synchronization with other contact databases
Insightly was simpler, easier to use and less expensive than the alternatives.
[Insightly is a] good sales tools for non-sales people. It's intuitive.

Insightly Feature Ratings

Customer data management / contact management
7
Workflow management
5
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
1
Interaction tracking
6
Lead management
7
Email marketing
1
Task management
8
Reporting
1
Forecasting
7
Pipeline visualization
7
Customizable reports
4
Custom fields
9
API for custom integration
7
Single sign-on capability
5
Mobile access
9

Using Insightly

  • managing (synchronizing) our email lists