Insightly in a glance
Updated August 07, 2017

Insightly in a glance

Renato Cagno | 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

Insightly is used solely by the sales department. It helps us manage all our business contacts and sales pipelines.

Pros

  • Contacts and opportunities are easily managed.
  • It's accessible on every platform.
  • The whole team has a great visibility of the commercial opportunities and where energy should be spent.

Cons

  • Tasks and Project Management tools should improve. It takes too long to get them updated and you can not have the visibility of all the jobs at a glance. I prefer Trello.
  • The iOS app doesn't have all the features you can find in the web version and it's hard to edit information. It works perfectly as your business contacts agenda, but that's all.
  • Manage sales opportunities and projects
  • Manage sales team workload
  • Enhance sales team productivity
  • Manage and impact business contacts and organizations
  • Complete solution
  • Fair price
  • We use Insightly alongside with ClearSlide
It's perfect for small and medium businesses, with a fair price and great tools to increase productivity. But I have doubts if it would support large sales teams.

Insightly Feature Ratings

7.2
Customer data management / contact management
9
Workflow management
7
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
6
Interaction tracking
8
Customer Service & Support ()
Not Rated
6.5
Lead management
6
Email marketing
7
4.7
Task management
2
Billing and invoicing management
3
Reporting
9
8.3
Forecasting
7
Pipeline visualization
9
Customizable reports
9
6.5
Custom fields
6
API for custom integration
7
Security ()
Not Rated
7.0
Social engagement
7
Integrations with 3rd-party Software ()
Not Rated
4.0
Mobile access
4

Insightly Implementation

Insightly Reliability

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