Insightly a great offering, Easy to use - Easy to import lists
November 27, 2018

Insightly a great offering, Easy to use - Easy to import lists

Edward Carrero | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Software Version

Plus

Overall Satisfaction with Insightly

It makes it so much easier to assign tasks to my employees. I always prefer to have tasks written down to verbal tasks, so this program helps so much in that aspect. I also really like the clean, efficient look to this program. It makes it very easy to use and is not as cluttered as other similar programs. I loved the training videos that helped my employees learn the ins and outs of the program. The fact that there is tech support readily available is also a plus. I hate having only email or only phone support available, but Insightly has both!
  • Total contact management software that include picture of person.
  • Great training videos to guide all level of users.
  • Wonderful opportunity to scale the software as the company grows from startup to height unknown.
  • CRM and project management together in the same application.
  • Can't send HTML emails from within Insightly.
  • Responsive customer service that doesn't seem well informed to deal with anything beyond the most basic of questions.
Insightly offer a service that integrates customer relationship with project management in mobile and social platforms. other reason is that Insightly has a good selection of pricing tiers to cater just what your organization and system requires. A free 14-day trial is available so you can try all the advanced features in the Professional Plans. After the trial is over, you may choose to cancel, upgrade, or downgrade to a completely free plan.
It's relatively easy to use and good if you are a startup / small uncomplicated business. The Google mail integration and auto contact creation is a real time saver. Very simple, non-intimidating interface. Tries to be homey and welcoming to very small businesses. Earnest effort to serve up helpful hints. Looks like it doesn't require a lot of time to use.

Insightly Feature Ratings

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