Insightly is great for management purposes
December 17, 2019

Insightly is great for management purposes

Cassandra Begin | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Insightly

We use it to organize universities we work with. I also use it as a task management system. It is very helpful, and I use it on a daily basis. Each school is different, and it is really easy to look up information.

Pros

  • Task Management
  • Hub of information

Cons

  • The design could be a little more appealing.
  • A little more user friendly, it is pretty to use but I am also tech savvy.
  • Easy to write notes on certain universities
  • Easy to look up notes while on sales calls
I like Insightly more because it is easier to organize. I really like the alerts from Insightly as well to my email.
Well suited for task management, organizing information such as at universities and being able to add notes and comments to certain segments.

Insightly Feature Ratings

Customer data management / contact management
10
Workflow management
9
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
Not Rated
Interaction tracking
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
Task management
10
Reporting
10
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Custom fields
9
Custom objects
10
API for custom integration
Not Rated
Role-based user permissions
10
Single sign-on capability
10
Marketing automation
Not Rated
Mobile access
10

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