Insightly offers Insight into Law Firm
February 10, 2017

Insightly offers Insight into Law Firm

Claire Fenwick MCIM | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Plus

Overall Satisfaction with Insightly

Insightly is used by the marketing team in an attempt to manage all of the firm's mailing lists and Excel spreadsheets in one place. The firm has an archaic practice management system which does not incorporate [our] CRM and the marketing team does not have access to this. In any event, the data is not clean so it's useless anyway.

Pros

  • Organises contacts into categories
  • Reminds us of important dates and events
  • Helps us to see whether a client uses more than one service at the law firm
  • Improved efficiency
  • Centralized contact management
We have partly achieved those objectives but are not yet at the point where all client data is loaded into Insightly.
Well suited for managing invitees to specific events. We have a system in place that any business cards are now passed to marketing for input in Insightly.

Insightly Feature Ratings

Customer data management / contact management
10
Workflow management
7
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
7
Interaction tracking
8
Lead management
10
Email marketing
10
Task management
10
Billing and invoicing management
3
Reporting
4
Forecasting
5
Pipeline visualization
5
Customizable reports
5
Custom fields
6
API for custom integration
3
Single sign-on capability
4
Social engagement
4
Mobile access
10

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