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Comprehensive CRM
December 08, 2017

Comprehensive CRM

Whitney Waters | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Basic

Overall Satisfaction with Insightly

The whole organization uses Insightly for sales and operations processes and workflows.
  • There are many avenues to enter data in - many nooks and crannies to organize your notes.
  • You can customize how you use it - not just for sales, but also for operations processes.
  • Not as user-friendly as I had hoped. Fine once you get used to it. It's so massive that there are lots of things to learn. I think I could utilize it even better if I took the time to view more training videos.
We hope to increase efficiency and not let anything fall through the cracks for both sales and operations.
It's good for keeping customer data, tracking sales, and process reminders. Makes it quicker to reach out to prospects with email templates. I don't forget because of the task reminders.

Insightly Feature Ratings

8.3
Customer data management / contact management
Not Rated
Workflow management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Interaction tracking
Not Rated
Customer Service & Support ()
Not Rated
10.0
Lead management
10
Email marketing
10
7.5
Task management
10
Reporting
5
5.0
Pipeline visualization
5
Customizable reports
Not Rated
9.0
Custom fields
9
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Social CRM ()
Not Rated
Not Rated
Marketing automation
Not Rated
Not Rated
Mobile access
Not Rated