Easily Link Valued Clients with Leads, Opportunities, and Projects
Updated September 21, 2022

Easily Link Valued Clients with Leads, Opportunities, and Projects

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

Software Version

Professional

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

We implemented Insightly to better manage our client relationships. The system allows us to seamlessly link our valued clients to lead, opportunities, and projects. Our clients are important to us and we don't want them to get lost amidst all of the data that we gather so Insightly has been a huge asset to our client relations initiatives.

Pros

  • Keep track of client information
  • Link clients to leads, opportunities, and projects.
  • Generate reports to easily analyze client information and data.
  • Customize fields for your company

Cons

  • Better connectivity to Outlook with improved functionality.
  • More customization options.
  • Ability to change an address for all individuals within a company rather than updating one at a time.
  • Increased Productivity
  • Efficient Lead Management
Insightly is simple and easy to use and can be scaled and customized for businesses of all sizes.
Insightly allows us to easily input and track our customer relationships. I love using the tasks and reminders so I don't forget to touch base with important clients.
I haven't personally used any other CRM programs to the depth that I have used Insightly so I am unable to comment on the comparison between Inisghtly and other products available on the market.

Do you think Insightly delivers good value for the price?

Yes

Are you happy with Insightly's feature set?

Yes

Did Insightly live up to sales and marketing promises?

Yes

Did implementation of Insightly go as expected?

Yes

Would you buy Insightly again?

Yes

I think Insightly is well suited for multiple scenarios and businesses - from those that need a simple CRM system to those who seek a more intelligent system with additional capabilities. The system is very scalable for all users.

Insightly Feature Ratings

Customer data management / contact management
10
Workflow management
9
Territory management
Not Rated
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
6
Quote & order management
Not Rated
Interaction tracking
10
Lead management
10
Email marketing
Not Rated
Task management
10
Reporting
10
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
Not Rated
API for custom integration
Not Rated
Role-based user permissions
10
Single sign-on capability
10
Marketing automation
Not Rated
Mobile access
10

Using Insightly

2 - Marketing
Business Development
2 - Marketing
Business Development
Client Relations
Technology
  • Customer Relationship Management
  • Analytics
  • Marketing
  • Business Development
  • Project Management
  • Email List Development
  • Marketing
  • Contacts
We will definitely continue using Insightly and have every intention of renewing.

Evaluating Insightly and Competitors

Yes - We previously used the contact database that is part of Microsoft Outlook but that had a lot of limitations compared to all of the capabilities of Insightly.
  • Product Features
  • Product Usability
Insightly is so simple and easy to use but very comprehensive in its capabilities.
I would choose Insightly over and over again!

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