INdightly is in my DNA
February 22, 2018

INdightly is in my DNA

Nick Walters | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Plus

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

Insightly has become a part of my DNA. I use it every day. I have multiple businesses that have different sales funnels and sales processes and Insightly helps me track all of that in one place.

Pros

  • I can track my leads and track them by their group.
  • The ability to have emails in one place for me to see a record of how projects are moving forward is particularly helpful.
  • I also like the tasks option so I don't forget what I am supposed to do and when. The function of setting a task that fits my calendar is VERY helpful. For example, Call So and So at 10:30 next Thursday means at 10:30 I have scheduled office time for sales follow up. Getting a task reminder while I'm at another meeting can be distracting and scheduling a specific time for tasks is very helpful.

Cons

  • There needs to be a cleaner way to manage data and contacts and leads. Being able to have all my contacts in alpha order as I want them (last name, first name, organization name, etc.) would be so helpful.
  • Improved efficiency
Having all my files and projects and emails in one place is a major benefit.
It was "bulky" and didn't allow functionality. I started using Insightly because it was free.
This is an excellent sales tool.

Insightly Feature Ratings

Customer data management / contact management
4
Workflow management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Lead management
9
Email marketing
9
Task management
10
Reporting
10
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Not Rated
Custom fields
Not Rated
API for custom integration
Not Rated
Role-based user permissions
10
Single sign-on capability
10
Marketing automation
8
Not Rated
Mobile access
Not Rated

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