Insightly is insightful
March 23, 2018

Insightly is insightful

Bruce Brandenburg | 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

It is a database for our co-workers, as well as a database for volunteers with our organization. It links teachers with places they have taught, time period, and availability in the future.

  • We are able to put tags on each name for easier access.
  • We are able to access pertinent information all over the world through the database.
  • We are also able to add confidential information that is accessible to a designated individual or group.
  • For my usage, it is very adequate.
  • Improved efficiency
It provides excellent access to contact information if the contact information is imputed correctly.
We are able to pull up different groups of individuals according to specific criteria.

Insightly Feature Ratings

Customer data management / contact management
8
Workflow management
Not Rated
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Interaction tracking
Not Rated
Task management
Not Rated
Reporting
Not Rated
Pipeline visualization
8
Customizable reports
8
Custom fields
8
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Marketing automation
Not Rated
Mobile access
8