insightly is the best option for our sales processes
January 29, 2019

insightly is the best option for our sales processes

MAHENDRA ZADAFIYA | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Free

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

It is very feasible to have Insightly since we optimize our sales processes in a timely manner. It is very easy to manage, with good functions that guarantee a good service. It is very profitable to have this software because it has many very useful tools that make it easier for us to make our sales in an optimal way
  • it is a very useful tool to manage everything related to our corporate agenda
  • It allows you to open up an account for free with limited storage of course but still is very affordable if you upgrade to the Plus Plan.
  • The sidebar navigation makes a lot of sense, and that is about it.
  • The email function can get a little confusing.
  • It's not super intuitive and I have had a hard time making use of all the functionality I need from my phone.
  • I honestly do not like the color that Insightly has set as their theme color.
  • I would like to have some sort of spell check function in insightly.
  • Many of our contacts provide little information, so being able to describe them & categorise them via tags allows us to pull up relevant contacts with a few clicks.
  • Also the search function and filters are very fast and very helpful.
Testing our integration with Insightly and practicing using it for normal sales team usage. I think that the list view in the new Insightly version is amazing. You can view a giant list and simultaneously have a specific contact open. Insightly helped us decide what we did and did not need for our company specifically, by being small business friendly. The basic features and basic theme make it easy to train staff for basic users' needs.

Insightly Feature Ratings

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