Change the pace of your company with Insightly, the best CRM.
Jeniriana Rodriguez | TrustRadius Reviewer
December 21, 2018

Change the pace of your company with Insightly, the best CRM.

Score 10 out of 10
Vetted Review
Verified User
Review Source

Software Version

Basic

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

We have used this software for almost two years now. We have really seen a noticeable change with the whole organization, the sales, and the attraction of clients who every day feel more satisfied with our promotions and services. We have been able to tackle the problems that we had with the Information management.
  • Backs up important information.
  • Avoid flaws in tasks, which saves us a lot of time.
  • It is an excellent CRM, light and practical to use with a great interface.
  • Import of contacts, this tool is very important for our organization.
  • We always have the opportunity to link Insightly with other applications.
  • Maybe my only and exclusive complaint about this software would be that once I exported some information I can not import it back again.
This CRM no doubt has great tools that are necessary for each company and above all are well developed and easy to use. From marketing and tracking tasks and reports, many good things from our point of view, sales have increased from its use. Previously we used the free version as a test model.
We were thinking about using Salesforce, as some colleagues had told us about this software, but the price was really high. We needed something that suited our needs while still being good and with all the tools we needed. In the process we discovered Insightly. We started using it with only two people and it seemed very good, so we decided to stay with it and move to its paid version.
We use Insightly to save important data in a more secure and uncomplicated way. The database is easy to visualize and we can create categories so that saved items can be found later.

We track opportunities, clients, and projects. We love working with this software and I am sure that we will continue doing it.

Insightly Feature Ratings

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