I love Insightly
March 09, 2018

I love Insightly

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

Software Version

Enterprise

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

We use it for CRM, Project Management purposes. It allows me to quickly get a birds eye view of all the activity, documents, contracts, contractors, vendors, employees, salespeople and management.
  • It gives me the ability to track my employees activities.
  • It allows me to store a lot of information on each record.
  • It makes my life easy because I can point to it as proof of my work.
  • Storage is used up and I have to convert files using Google, then uploading.
  • When you search a name in the search window, a pop up window blocks the first name listed.
  • It makes me mad sometimes when it doesn't recognize duplicate entries and merge the data, so I have to go over several records several times and that wastes time.
  • Centralized contact management
This is achieved in the main.
  • Vilosophy
Less functionality, but we still use Insightly.
Well suited for tracking dates of contracts, entries and pipeline work flow

Insightly Feature Ratings

Customer data management / contact management
9
Workflow management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Interaction tracking
7
Lead management
9
Email marketing
8
Task management
8
Reporting
8
Pipeline visualization
9
Customizable reports
8
Custom fields
8
API for custom integration
8
Role-based user permissions
8
Single sign-on capability
9
Marketing automation
8
Mobile access
8