We're a small team...
March 23, 2018

We're a small team...

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

Software Version

Free

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

Insightly was chosen as a replacement for Act. We're a team of 3, running a record label plus booking and promotion of a few bands. The primary user is not tech savvy. It hasn't been as intuitive for him as hoped, be we support him in getting things done.

Pros

  • Visually clear contact records
  • Flexible with tagging
  • Ease of emails recorded to contacts

Cons

  • The search feature has caused some challenges for the less tech savvy
  • Input fields for contacts are limiting
  • Historical tracking of previous employers for contacts
  • Centralized contact management
It is centralized and shared. But we're not as strong as the platform given our structure. Our data is a mess.
We had used Act as installed software but wanted a shared solution, hence the change. Insightly's Google integration was a big plus.
It's been good for simply tracking contact info. But we have challenges with our primary user adding tags after mailing out promo materials. We've tagged a contact that they were mailed the newest record so that we can always see that they received Album1 when it's time to send new Album2. It would be great to be able to create the list, do the export and be prompted to immediately add a tag to the contacts in the export.

Insightly Feature Ratings

Customer data management / contact management
Not Rated
Workflow management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Interaction tracking
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
Task management
7
Reporting
5
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Not Rated
Custom fields
Not Rated
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
6

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