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Insightly is amazing!
February 20, 2017

Insightly is amazing!

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

Software Version

Plus

Overall Satisfaction with Insightly

We use this program to track participants in our Patient Advisor Program. It helps us track who is interested in becoming a Patient Advisor, how fast they progress through the process and helps us track the progression of our placements. We field requests for advisors from within our center, the department our center is housed in, and Health System requests.
  • Gives you a birdseye view of how your projects are doing and where they fall in the pipeline.
  • Allows you to easily make a Lead a Contact, which reduces the chances of human error when entering manually by hand.
  • Mechanism of recording emails in the database is simple, just BCC the insightly email provided. This allows you to seamlessly attach documents.
  • It would be great if you could tell who opened the emails you sent, similar to how MailChimp works.
  • Along the same lines as above, if you can't see who opened the email in Insightly, then when you copy the Insightly email, and your account is linked to a MailChimp account, that email would automatically copy there so you can track who opens the emails from MailChimp.
  • I wish you could filter by Contact status and by Responsible user. For some reason, I can't do both on my account.
  • Centralized contact management
Yes we've achieved great success with this program as we're tracking our interactions with over 500 people (300 are in our program snd over 200 have shown interest in the last year).
  • Microsoft Excel
Insightly let's multiple users be logged in and making changes at one time, Excel does not.
More appropriate: Creating database of program participants, tracking your success with intake of new participants.
Less appropriate: Can't think of anything

Insightly Feature Ratings

8.4
Customer data management / contact management
10
Workflow management
10
Opportunity management
2
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
10
Customer Service & Support ()
Not Rated
10.0
Lead management
10
Email marketing
10
5.0
Task management
10
Billing and invoicing management
3
Reporting
2
5.0
Forecasting
2
Pipeline visualization
10
Customizable reports
3
6.0
Custom fields
10
API for custom integration
2
1.0
Single sign-on capability
1
1.0
Social engagement
1
Integrations with 3rd-party Software ()
Not Rated
1.0
Mobile access
1

Using Insightly

It's great!
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Converting Lead to Contact
  • Creating Project pipelines
  • Creating Lead Statuses
  • Filtering and sorting by Responsible User and Lead Status
  • Finding ways to utilize Opportunties & Organizations for the purposes of my program
Yes, but I don't use it - I don't use it so I wouldn't know.