Simply and Easy to Use
May 08, 2018

Simply and Easy to Use

Jo-Ann Barett | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Basic

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

We receive inquiries every day. We also close business daily. Insightly is an easy to use system that allows us to manage our inquiries and our sales. Currently, 20% of our team uses Insighly. We expect that number to jump to 80% by October.

We enter our leads, and we can easily follow them through the sales cycle. We no longer miss opportunities because we cannot find the lead sheet.

Our sales have increased by 30% since we chose this great organizational tool.
  • Manage our leads in an organized an easy way.
  • Easily updates are leads and sales
  • Allows us to share our information and track our information
  • Keeps us from losing opportunities
  • More detailed and printable reports.
I have begun to achieve these outcome. The organized way of managing my leads is contributing to the increase in sales.
It has been most beneficial in managing my wholesale contacts and leads.
I barely remember Zoho. HubSpot is great but complicated. I prefer the clean, easy and organized way about Insightly.
I can't see an area where Insightly would not work. I would love it to integrate with multiple companies on one platform. I own more than one business.

Insightly Feature Ratings

Customer data management / contact management
8
Workflow management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
7
Interaction tracking
8
Lead management
10
Email marketing
8
Task management
10
Reporting
8
Pipeline visualization
7
Customizable reports
8
Custom fields
7
API for custom integration
8
Role-based user permissions
9
Single sign-on capability
10
Marketing automation
7
Mobile access
7