Very helpful for managing sales opportunities!
January 16, 2018

Very helpful for managing sales opportunities!

Kelly Meyer | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Insightly

Our sales team is using Insightly to track inbound and outbound sales opportunities. It helps us understand potential income at any given time, as well as stay on top of our many different leads to ensure the highest success rate. Our main goal for bringing it on is to make sure no lead slips through the cracks!
  • Outlining potential income (both in monthly volume and length of time)
  • Providing detailed reports that show status updates for all leads throughout the stages
  • Easily transitioning a lead to an opportunity, and an opportunity to a project (to demonstrate the lifecycle of a lead)
  • The new interface is more difficult to use. I can't see the names of all of my inputs like I used to; I now have to spread all the columns out manually in order to read it all. Very tedious.
  • It doesn't provide a lot of options for customization within each "form". It would be nice to eliminate information that isn't pertinent to our company, or tailor wording to better suit what we do.
  • I wish it would allow me to add in notes easier. The current functionality does not make it easy to add in notes and they don't appear readily on a lead/opportunity/project which would be helpful to see when I click into one.
  • Improved efficiency
I think with a few tweaks we will!
It is helpful when you have a ton of incoming business, in order to manage it. I would say it is less helpful when a lead is still very new and you aren't sure if you are going to move forward with them or not. That functionality is weak so it often isn't worth the time it takes to input it.

Insightly Feature Ratings

Customer data management / contact management
3
Workflow management
9
Opportunity management
5
Integration with email client (e.g., Outlook or Gmail)
1
Interaction tracking
1
Lead management
1
Email marketing
Not Rated
Task management
Not Rated
Reporting
Not Rated
Pipeline visualization
10
Customizable reports
6
Custom fields
2
API for custom integration
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
10
Marketing automation
Not Rated
Not Rated
Mobile access
Not Rated