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Insightly has improved our efficiency
Updated July 13, 2022

Insightly has improved our efficiency

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Professional

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

We are using Insightly across our entire organization. It is acting as our CRM program, our Prospects/Opportunity tracker and as our marketing software to help us with client mailings.
  • Tasks - it helps us track tasks that are special projects and keeps us alerted and on point
  • CRM - the tags for the contacts are extremely helpful
  • Prospects/Opportunity - very easy to keep track of open proposals
  • Tasks - the way that the tasks are added to my Google Calendar can be better
We looked into the Google Suite but it seemed too much.
As an all around product for a service business it is a great product

Insightly Feature Ratings

9.3
Customer data management / contact management
10
Workflow management
8
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
Not Rated
Customer Service & Support ()
Not Rated
8.5
Lead management
9
Email marketing
8
8.0
Task management
8
Reporting
8
8.0
Pipeline visualization
8
Customizable reports
Not Rated
10.0
Custom fields
10
API for custom integration
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
10
Social CRM ()
Not Rated
9.0
Marketing automation
9
10.0
Mobile access
10

Using Insightly

2 - Administrative and marketing
1 - Basic computer skills
  • CRM
  • Opportunities
  • Tasks
  • Being able to track opportunities
  • Using the projects feature
It is simple to use and integrates great with our iPhones

Evaluating Insightly and Competitors

  • Price
  • Product Features
  • Product Usability
The ease of use and access
I wouldn't. It has evolved and gotten better since we started using it