Useful app in for client management
May 28, 2018

Useful app in for client management

Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Software Version

Free

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

This application provides us access to the information whether it is project related in the most suitable way in comparison to the other project management software that I have used recently. It is of good use to the person who needs client management or keeps a record on his daily scrums.
  • It is helpful for meeting coordination and client management
  • The mobile app is really good, no lack of speed or performance
  • Also very helpful in making an impressive presentation on product insights.
  • Greatly appreciate if it can be used in offline mode
  • Having trouble logging in sometimes. Always have to contact customer support to fix it
  • Customer support is not any good(does not provide any assistance in case app crashes)
  • Increased Sales
  • Improved efficiency
  • Centralized contact management
  • Streamlined business processes
The use of this app has really helped me in making progress mainly in handling projects and large-scale products and also make strong interaction with clients. I am able to keep track of the leads through app notifications.I am always prepared to attend or present unexpected meetings or discuss a business proposal(on projects and products).
This application can really be put to good use in case of business management like dealing with clients, managing your projects and products, creating or assigning tasks or meetings in the most appropriate way. But it's of no use when you are not connected to the internet and you also need to use the laptop version when representing or managing on a large-scale.

Insightly Feature Ratings

Customer data management / contact management
10
Workflow management
7
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
8
Interaction tracking
7
Lead management
8
Email marketing
Not Rated
Task management
10
Reporting
8
Pipeline visualization
Not Rated
Customizable reports
7
Not Rated
Custom fields
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Mobile access
10