Insightly-Right for Business
February 07, 2017

Insightly-Right for Business

Sean Brennan | 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

Insightly is being used as a single user solution for a cost effective (free) CRM. It is used to track sales and marketing activity including follow-up items, contact maintenance, company employee relationships and potential deals.

Pros

  • Insightly is user friendly, easy to navigate and customizable. It tracks specific bits of information. It is my daily "to do" for follow-up on customer contact and historical conversations or information recording.
  • The Insightly mobile app is fully functional and gives me the ability to have all of my information the with me while I am on the road trying to meet with clients and present solutions for employee wellness programs for companies. The mobile app is fast easy to use. A great supplement to the on-line version while you are on-the-go.

Cons

  • For some reason, flipping between "tasks"and "about" AFTER adding to and saving in the background field does not work. It requires an extra step of hitting the refresh button then, you can flip between the functions.
  • I would like the storage of e-mail within a client record to be easier but since I use a corporate e-mail system there must be some hurdles to get over.
My mission is to make my business as efficient as possible. This includes the management of client/customer information and sales opportunities. Efficiency leads to time management which allows me to focus on those tasks that are the most critical to my business success and my customers' satisfaction. Insightly is a great tool for helping with the efficiency of managing, controlling, and organizing customer data towards business success.
I have used Salesforce. I find Insightly more comfortable and less confusing than Salesforce. It seems more intuitive. I also read an article that rated several CRM's and Insightly was one, if not the highest rated. The reviews were positive and I checked out a few competitors but landed on Insightly. Partly because of its somewhat non-businessy attitude.
For a small business or start-up environment Insightly shines. It is free, easy, upgradable, buildable, and easy to use. I have found the tutorials easy to follow and that has helped my get the most out of the software. The free version is well supported and I was surprised to get follow-up from Insightly as a free user soon after I downloaded the application and started using it.

Insightly Feature Ratings

7.3
Customer data management / contact management
10
Workflow management
Not Rated
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
1
Interaction tracking
10
Customer Service & Support ()
Not Rated
5.5
Lead management
10
Email marketing
1
6.5
Task management
10
Billing and invoicing management
Not Rated
Reporting
3
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
10.0
Custom fields
10
API for custom integration
Not Rated
10.0
Single sign-on capability
10
Not Rated
Social engagement
Not Rated
Integrations with 3rd-party Software ()
Not Rated
10.0
Mobile access
10

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