1. Home
  2. Customer Relationship Management (CRM) Software
  3. Insightly Reviews
  4. User Review of Insightly
Using a CRM for investment management
Updated May 02, 2017

Using a CRM for investment management

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Basic

Overall Satisfaction with Insightly

We're using it in our team only. We use it to manage our investment pipeline opportunities.
  • Clearily list all our opportunities in a single view.
  • Manage a significant amount of information with no delays.
  • Easy to use.
  • Allows usage of custom fields as well as custom flows of information.
  • No integration with Outlook (not 365) which doesn't help to keep all information easily updated.
  • Interface is simple to use but it's getting a bit outdated in terms of design.
  • Doesn't automatically gather information about contacts or companies from public information. That would significantly speed up the workflow.
We used Excel files and Slack and thought about testing Hubspot (but didn't effectively).
[It's well suited for] pipeline management, especially if integrated with Gmail or Office 365. [It's] not as well suited for our use case because our opportunities are companies and not necessarily people. So it has some quirks for us.

Insightly Feature Ratings

7.5
Customer data management / contact management
8
Workflow management
8
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
5
Interaction tracking
Not Rated
Customer Service & Support ()
Not Rated
8.0
Lead management
8
Email marketing
Not Rated
8.0
Task management
8
Billing and invoicing management
Not Rated
Reporting
Not Rated
6.0
Forecasting
Not Rated
Pipeline visualization
6
Customizable reports
Not Rated
8.5
Custom fields
9
API for custom integration
8
4.0
Single sign-on capability
4
2.0
Social engagement
2
Integrations with 3rd-party Software ()
Not Rated
Not Rated
Mobile access
Not Rated

Insightly Reliability