Very User-Friendly and Simply Does What You Expect/Need
February 17, 2017

Very User-Friendly and Simply Does What You Expect/Need

Andrew MacPherson | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Free

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

Currently, I am the only Insightly user. I manage many suppliers and vendors in the construction lifecycle, and Insightly helps me keep track of key contacts, connections, customers and partners. Construction projects often consist of many different players from a number of companies and departments. It saves me from rework.
  • Saves contacts
  • Helps me remember key connections
  • Great UI
  • Automation
  • Download contacts to phone
Most of these outcomes are not related to my job/org. As a utility contractor we have a fairly well determined customer base - sales and marketing are not something we often need to employ.
I like it best because it is so easy to use and the free version is not terribly limiting.
Insightly's simple UI makes it easy for people who have never used a CRM. Technically we don't use it to track customers but more so we use it for vendor and supplier management. If you're looking for something fast and easy Insightly is perfect. Free is great but pricing is too high for my org to buy in.

Insightly Feature Ratings

Customer data management / contact management
9
Workflow management
2
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
2
Interaction tracking
8
Lead management
5
Email marketing
5
Task management
3
Billing and invoicing management
Not Rated
Reporting
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Custom fields
8
API for custom integration
5
Single sign-on capability
10
Social engagement
7
Mobile access
6