Great for business!
March 12, 2018

Great for business!

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

Software Version

Basic

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

We use it to store customer and future customer contacts. We also use it to share employee schedules. We use it company-wide.
  • They organized organizations well.
  • They have an easy to read platform
  • They make it easy to input info on the road.
  • They make it easy to target specific business
  • Hard to look up recent activity on mobile app
  • They dont have Material Handling as an option for "type of industry"
  • Filters could be a bit more specific
Yes if I have my phone/Insightly app then I have all of my contacts.
Its nice for sending out company updates to customers.

Insightly Feature Ratings

Customer data management / contact management
9
Workflow management
10
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
7
Interaction tracking
10
Email marketing
8
Task management
10
Reporting
9
Pipeline visualization
7
Customizable reports
7
Custom fields
6
API for custom integration
6
Role-based user permissions
8
Single sign-on capability
8
Marketing automation
9
Mobile access
8