So easy to use!
March 29, 2018

So easy to use!

Kim Goyette | 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

I am a consultant and use Insightly for several clients to enhance their business development. I keep track of contacts, connections, proposals, and sales through Insightly.

Pros

  • Being able to search for contacts, opportunities etc.
  • I like the layout of how notes and opportunities fall under the contact.
  • I like how if you only have part of the word it will still pop up in the search.
  • I like how you can pull custom reports easily.

Cons

  • I would prefer if you could creat a new account under a contact instead of having to go out of the contact page to create it.
  • Increased Sales
Yes, I am able to keep on top of my opportunities to move forward.
  • Not Applicable
I have used Salesforce and Insightly is much more flexible and easy to use.
Insightly is great if you are looking for a flexible solution for contact management.

Insightly Feature Ratings

9.8
Customer data management / contact management
10
Workflow management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Interaction tracking
10
Customer Service & Support ()
Not Rated
10.0
Lead management
10
Email marketing
Not Rated
10.0
Task management
Not Rated
Reporting
10
10.0
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Social CRM ()
Not Rated
Not Rated
Marketing automation
Not Rated
10.0
Mobile access
10

Comments

More Reviews of Insightly

  1. Home
  2. Customer Relationship Management (CRM) Software
  3. Insightly Reviews
  4. User Review of Insightly