Helpful for small business
May 07, 2018

Helpful for small business

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

Software Version

Free

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

Tracking customers & leads for the whole organization.
  • Easy to use
  • Well organized
  • Easy to navigate via IOS app while traveling
  • Integration into my shipping module not available
  • Export to my other CRM lacked full information
Seamless tracking of customers and prospects across the organization.
Not as full-featured, but definitely easier to manage/setup for a smaller organization. Price was much better as well.
Small organization who wants to track customers & prospects.

Insightly Feature Ratings

Customer data management / contact management
9
Workflow management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Interaction tracking
9
Lead management
9
Email marketing
8
Task management
9
Reporting
8
Pipeline visualization
9
Customizable reports
7
Custom fields
7
API for custom integration
6
Role-based user permissions
8
Single sign-on capability
8
Marketing automation
5
Mobile access
9