Small company; Big picture results
February 13, 2017

Small company; Big picture results

Marc Kleiman | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Plus

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

We are using it as a CRM to track leads, sales, revenue opportunities and closed business. It is being used by the sales team only. We use it as a tracking mechanism to compare against our individual budgeted goals.

Pros

  • It's user-friendly and intuitive
  • Its customization allows us to create needed functionality
  • The reporting functions are robust

Cons

  • It's not always easy to find answers in the "help" section when errors occur
  • There are some areas of missing functionality, but I can't recall specifics at this time
  • I wish I could send reports directly to management via the CRM that are non-users and non-license holders
  • Increased Sales
Yes, because we are able to keep better track of opportunities and workflow
It's well suited for a small company with a more limited CRM budget.

Insightly Feature Ratings

8.0
Customer data management / contact management
9
Workflow management
8
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
6
Interaction tracking
8
Customer Service & Support ()
Not Rated
8.0
Lead management
8
Email marketing
8
9.0
Task management
8
Billing and invoicing management
Not Rated
Reporting
10
8.5
Forecasting
Not Rated
Pipeline visualization
7
Customizable reports
10
8.0
Custom fields
8
API for custom integration
Not Rated
Not Rated
Single sign-on capability
Not Rated
Not Rated
Social engagement
Not Rated
Integrations with 3rd-party Software ()
Not Rated
10.0
Mobile access
10

Comments

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