Intuitive and cost effective
February 07, 2017

Intuitive and cost effective

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

Software Version

Free

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

I use Insightly as an independent business owner. It helps to keep me organized with the sales side of my business. I'm able to group clients together and follow up with leads on a routine basis.
  • It captures pertinent information about each lead/client and allows you to access this information quickly.
  • You can import and export contact information.
  • You can keep track of previous email correspondence.
  • Insightly fulfills my needs at this time.
I have been able to manage my leads appropriately by creating a checklist of tasks to complete with each lead. This in return allows me to turn the lead into a client. Insightly has built in tools that allows me to do this. It has helped to manage and grow my business.
I've used Surefire and Market Leader. I like Insightly best because of the cost and the ability to customize.
This CRM is well suited for a start up business. If you're looking to track and manage your leads this is the right software for you. You can also utilize many other options with one of their paid plans.

Insightly Feature Ratings

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