Insightly - Insightful CRM
March 22, 2018

Insightly - Insightful CRM

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

Software Version

Free

Overall Satisfaction with Insightly

Insightly is used predominantly with the inbound customer team. It addresses the problem of needing a centralized way to access and manage customer data.

Pros

  • Customer Relationship building
  • Reporting and analytics
  • Email Integration

Cons

  • Cost strategies
  • Training
  • Increased Sales
  • Improved efficiency
I have been able to increase sales, due to the efficiency of the product. The inbound team has been able to use data from Insightly to more effectively manage customer relationships.
Microsoft Dynamics CRM is great for Microsoft shops and allows for rapid custom development as needed, which is definitely a strength. Insightly has the potential to surpass Microsoft Dynamics CRM.
Well suited for both small and large size enterprises that desire an all-inclusive CRM.

Insightly Feature Ratings

8.0
Customer data management / contact management
8
Workflow management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Interaction tracking
8
Customer Service & Support ()
Not Rated
8.0
Lead management
8
Email marketing
8
9.0
Task management
9
Reporting
9
8.5
Pipeline visualization
8
Customizable reports
9
7.0
Custom fields
7
API for custom integration
7
8.0
Role-based user permissions
8
Single sign-on capability
Not Rated
Social CRM ()
Not Rated
7.0
Marketing automation
7
9.0
Mobile access
9

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