Review of Insightly
July 25, 2017

Review of Insightly

Sean Edwards | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Software Version

Professional

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

We used Insightly for our CRM for about 2 years, the product is solid and has the ability to manage an array of clients and projects.

Pros

  • Customer Relationship Management
  • Contact Management
  • Basic Project Management

Cons

  • Cannot manage complex projects
  • No case management
  • Improved efficiency
Assisted us in managing client leads and opportunities, gave us the ability to have all contacts in one place.
ConnectWise was extremely hard to implement and insightly was much easier. ConnectWise did have the ability to handle case management and project management more efficiently but for a much higher price.
Great CRM but only basic project management, could use more extensive project management and the ability to scale project and add project milestones.

Insightly Feature Ratings

7.2
Customer data management / contact management
10
Workflow management
4
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
8
Interaction tracking
5
Customer Service & Support ()
Not Rated
6.0
Lead management
6
Email marketing
6
5.0
Task management
6
Billing and invoicing management
4
Reporting
5
6.0
Forecasting
5
Pipeline visualization
6
Customizable reports
7
3.5
Custom fields
3
API for custom integration
4
6.0
Role-based user permissions
5
Single sign-on capability
7
6.0
Social engagement
6
Integrations with 3rd-party Software ()
Not Rated
9.0
Mobile access
9

Comments

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