A good, if basic tool
December 05, 2016

A good, if basic tool

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Free

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

We use it across the org for CRM use only. It allows us to better manage our sales pipeline and funnel.
  • Price and features are good.
  • Its UI is a bit dated, and at times the notifications are a bit unexpected. I get an email every time I associate a lead to a company, but no reminders that I've missed a deadline.
  • Increased Sales
Yes- nothing falls through the cracks anymore.
It's great at the basics, and the price is right.
Small to mid-sized businesses.

Insightly Feature Ratings

Customer data management / contact management
8
Workflow management
5
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Interaction tracking
4
Lead management
9
Task management
8
Reporting
3
Forecasting
2
Pipeline visualization
6
Customizable reports
4
Not Rated
Custom fields
Not Rated
API for custom integration
Not Rated
Not Rated
Single sign-on capability
Not Rated
Not Rated
Social engagement
Not Rated
Mobile access
10