Good at helping you keep up with people.
March 15, 2018

Good at helping you keep up with people.

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Basic

Overall Satisfaction with Insightly

I'm using it as a task manager.

Pros

  • Keep up with tasks
  • Tracks when task are entered
  • Reminds me of when a task is due

Cons

  • I would like to give certain people access to only certain tasks
It is very useful in keeping up with people that you rarely talk to.
Keep up with people and their addresses

Insightly Feature Ratings

3.8
Customer data management / contact management
8
Workflow management
1
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
2
Interaction tracking
2
Customer Service & Support ()
Not Rated
2.0
Lead management
2
Email marketing
2
2.0
Task management
2
Reporting
2
2.0
Pipeline visualization
2
Customizable reports
2
2.0
Custom fields
2
API for custom integration
2
2.0
Role-based user permissions
2
Single sign-on capability
2
Social CRM ()
Not Rated
2.0
Marketing automation
2
8.0
Mobile access
8

Comments

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