Great Lead and Opportunity Management Right Out of the Box
December 12, 2017

Great Lead and Opportunity Management Right Out of the Box

Jason Ackerman | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Free

Overall Satisfaction with Insightly

I use Insightly to track leads and opportunities that I generate for my accounting firm. The firm does not use any CRM, and I was struggling to manage my leads, so I picked up Insightly on my own and began using it. It has been a great tool for keeping leads organized, tracking and following up on opportunities and keeping and tracking call notes and emails.
  • Easy to track leads/opportunities and link them to contacts.
  • Great for taking notes on the fly when talking to contacts.
  • Easy to send and link emails to records.
  • Contact integration with Outlook is not great.
  • Views were not customizable but the recent release fixed this!
  • Increased Sales
  • Improved efficiency
Insightly has been great, letting me be more efficient by having all of my notes and follow-up tasks in one place. The organization that Insightly enables has made it easier to drive sales and follow up with leads. I do not use Insightly for mass emails (or really for sending emails), and I am definitely missing out by not taking advantage of the templates.
Insightly is much leaner than Salesforce, so it obviously does a lot less, but it also has a much easier learning curve and lets you get started basically right away. What it lacks in flexibility/customizability, it makes up for in simplicity and conciseness. Since the release of the updated UI, it also has a cleaner and smoother interface than Salesforce (at least as of my last use).
Great for basic lead and opportunity tracking. I haven't used it to track projects. It could be more flexible and customizable with regards to tracking other things like referral sources, referrals sent/received, etc.

Insightly Feature Ratings

Customer data management / contact management
8
Workflow management
6
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
6
Interaction tracking
9
Lead management
7
Email marketing
Not Rated
Task management
Not Rated
Reporting
Not Rated
Pipeline visualization
8
Customizable reports
7
Not Rated
Custom fields
Not Rated
API for custom integration
Not Rated
Role-based user permissions
7
Single sign-on capability
Not Rated
Marketing automation
Not Rated
Not Rated
Mobile access
Not Rated