Insightly - Power to the Rest of Us
May 07, 2018

Insightly - Power to the Rest of Us

John  'NY John' Donadeo | 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

Currently it is being used for contact management.
  • Input is easy especially for a non-tech user
  • Sorting and Searching is very user-friendly
  • Attachment of files is easy
  • Exporting to Google phone directory
  • Customer responses in a very timely manner
  • Searching on an iPhone is awkward
  • Understanding the help FAQ is a pain in the neck
  • Overall Help requests drives me to open a ticket
  • Improved efficiency
For the first time - my contact list is accurate and up to date.
Wanted more bells and whistles
Finding a user-friendly package other than Insightly is very time consuming - so I use Insightly and those who I work with and prefer not to think prefer the ease of data entry.

Insightly Feature Ratings

Customer data management / contact management
10
Workflow management
1
Opportunity management
1
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
1
Lead management
3
Email marketing
8
Task management
3
Reporting
8
Pipeline visualization
1
Customizable reports
8
Custom fields
10
Role-based user permissions
1
Single sign-on capability
10
Marketing automation
1
Mobile access
10