Insight on Insightly!
March 07, 2018

Insight on Insightly!

Aleese Gulick | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Software Version

Basic

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

It is being used by our project management team to make sure we are staying on track. It helps our project managers make sure their sales campaigns stay on track
  • Email tracking and templates
  • Greatly improves reporting capabilities
  • Expanded workflow management features in mobile apps
  • Lead assignments are only available on professional and enterprise plans
  • No automatic email forwarding
  • Pipelines not available for leads
  • Increased Sales
  • Improved efficiency
Our project management team has increased their sales by using this app and it has been a great asset to our teams around the campus. It has helped them stay organized and helps make sure their sales campaigns stay on track. It helps us communicate with clients better as well.
It does everything that the above products do but it does them better and with more ease of use. The user interface is easy to follow and there are plenty of customizations that are available. We selected it specifically for this purpose since we have a wide variety of employees on staff.
It is well suited for a sales team or someone that is trying to reach sales goals. It is less appropriate with people who are more customer service based and less sales.

Insightly Feature Ratings

Customer data management / contact management
4
Workflow management
6
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
7
Interaction tracking
5
Lead management
5
Email marketing
7
Task management
6
Reporting
6
Pipeline visualization
7
Customizable reports
7
Custom fields
6
API for custom integration
7
Role-based user permissions
8
Single sign-on capability
8
Marketing automation
6
Mobile access
5