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Great at aggregating and nurturing contacts, leads and customers
Updated February 21, 2018

Great at aggregating and nurturing contacts, leads and customers

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

Software Version

Basic

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

We use insightly to aggregate and nurture prospective investors in projects to raise capital. The ability to automatically link to social media profiles and other external sources is worth gold. At any time we know the status of a raise and where each of the prospective investors are at. Interactions with them are registered and updated so you always know what has transgressed.
  • Links to social media profiles.
  • Has the ability to accept many API's.
  • Very user friendly.
  • Zapier is too expensive as a link for some applications as you only seldom use them.
  • Is too Microsoft focused for Apple users.
  • Improved efficiency
Yes that is achieved.
[Insightly is] More intuitive and more pleasing to use.
[Insightly is well suited for] Any situation where you need to aggregate and nurture people.

Insightly Feature Ratings

6.8
Customer data management / contact management
8
Workflow management
7
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
5
Interaction tracking
7
Customer Service & Support ()
Not Rated
6.5
Lead management
8
Email marketing
5
7.0
Task management
7
Billing and invoicing management
7
Reporting
7
7.3
Forecasting
8
Pipeline visualization
7
Customizable reports
7
7.5
Custom fields
7
API for custom integration
8
8.0
Single sign-on capability
8
9.0
Social engagement
9
Integrations with 3rd-party Software ()
Not Rated
8.0
Mobile access
8

Insightly Implementation

Dont like that everyone can see the events that have happened on the front page.
Dont like that it is so integrated with google
  • Implemented in-house
Change management was minimal
  • Gathered lots of dispersed contacts
  • Increased frequency of communication

Configuring Insightly

I'd like to get rid of the news feed own the main page as I dont want my customers to see this.
Also not everything can be locked of for some users.
We do capital raising and clients should only beg bale to see their contacts, organisations, projects, news feeds, users etc etc
Set up your contacts into different tribes from the beginning
No - we have not done any customization to the interface
No - we have not done any custom code

Using Insightly

I looked at hundreds of solutions and insightly is the one I chose