Item: Insightly
Rating: 8
Author: Verified User

Use Cases and Deployment Scope

Insightly is used for lead management to start not-for-profit clubs in businesses and communities. The corporate relations and global marketing departments use the software within the company. It is our exclusive lead-management system for our users to record and monitor their 100's of leads globally. It allows the world headquarters office to streamline the records and tracking to ensure our users are fulfilling their roles and doing it as effectively as possible.

Pros and Cons

Give support, technical help, assist with minor and major issues, educate users and admin.

Tidying major tabs and lists to effectively "hide" them for users who do not need to utilize these functions.

Likelihood to Recommend

The first glance at Insightly was a bit baffling given issues with streamlining the overall display, which has improved a bit since the most recent updates. The scrolling function on drop-down lists was previously an issue, as were similar other (seemingly small issues) which contributed to more than a few frustrated users. Many of these concerns have also been improved with the recent update. Given this, I am reserving further opinion until using it further. All aspects of detailed explanation, support, and information available have been fantastic. The great community surrounding Insightly.

New Admin

Software Version

Overall Satisfaction with Insightly

Use Cases and Deployment Scope

Pros and Cons

Likelihood to Recommend

Insightly Feature Ratings