Try Insightly now!
April 26, 2018

Try Insightly now!

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

Software Version

Plus

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

It adds a tremendous amount of support to my day. I am able to function as my own assistant, alleviated thousands of dollars in yearly cost to maintain a good, reliable, executive assistant.
  • Follow up reminders
  • Email templates
  • Appointments
  • Customer support- Live would be nice
  • Tutorials- A Subject-based starter guide would be nice
  • Email- It would be nice if it worked as an email platform to alleviate the need for an email app. Also, if not a platform then allows Apple users to use a different app other than Apple Mail application I.E Airmail.
  • Increased Sales
I need to be able to click an email from Insightly without being forced to use Apple Mail!
In sales, follow-ups are the most important part of the day. Insightly keeps those on track for me, this alone is a life saver!

Insightly Feature Ratings

Customer data management / contact management
9
Workflow management
10
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
1
Interaction tracking
7
Lead management
6
Email marketing
6
Task management
6
Reporting
6
Customizable reports
5
Custom fields
4
API for custom integration
4
Role-based user permissions
7
Single sign-on capability
7
Marketing automation
7
Mobile access
9