Friendly Product That Delivers Professional Results
February 08, 2017

Friendly Product That Delivers Professional Results

Emily McCollin | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Software Version

Basic

Overall Satisfaction with Insightly

As the coordinator of our department, I use the program to keep track of client relationships. I also appreciate the "record keeping" side of Insightly as it is invaluable to my business as I regularly need to refer to earlier conversations. In addition, I use MailChimp and it's fairly straightforward to pull my list from Insightly.
  • Tags - What an easy way to keep track of basic categories!
  • Online database - I'm not tied to one desktop or other device.
  • I love that I can create my own search filters.
  • Most of the problems I experience with Insightly are due to my own lack of time. It seems to do most anything I need, if I take the time to learn the system.
  • I've not yet found an easy way to move a lead to a current contact. I think there would be an easier way to keep up with the different types of clients without putting them into two different tabs.
  • Improved efficiency
  • Centralized contact management
  • Streamlined business processes
Yes, we moved from a clumsy spreadsheet system that was difficult to keep up to date, to online customer information management. Now that all of our customer information is centrally located, we are enabled to care for our customers in a more timely, guest-centric fashion. That was entirely our goal!
Our needs were not as in-depth as the services offered by Salesforce. Insightly was a bit more user-friendly and still enabled me to do all the things necessary. Reasonable pricing was also a factor in the decision process.
This system works so well for keeping track of prospective clients and their information. I am able to see my latest emails, make notes any time I reach out, learn their kids' names, whatever, that I can pull up at any time. That's really helpful. The place I would love to see grow is how to manage client information post-contract. While Insightly obviously is still recording all of the emails, I don't have the same ease of access for keeping contracts and other proprietary documents. So I still end up having multiple files in multiple locations.

Insightly Feature Ratings

Customer data management / contact management
10
Workflow management
7
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
4
Interaction tracking
9
Lead management
10
Email marketing
3
Task management
4
Billing and invoicing management
Not Rated
Reporting
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Custom fields
8
API for custom integration
Not Rated
Single sign-on capability
10
Social engagement
5
Not Rated
Mobile access
Not Rated