Perfect CRM tool and the best online marketing solution
May 29, 2021

Perfect CRM tool and the best online marketing solution

Michael Guth | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Professional

Modules Used

  • Insightly iOS / Android Mobile App
  • iOS

Overall Satisfaction with Insightly

Insightly is being used in our company to manage our contacts and optimize communications with our customers. It also provides us with real-time information from multiple perspectives, which helps us increase our productivity and sales. We can automate the exporting of contacts, allowing us to create unique marketing and lead generation, offering a solution to virtually all of our sales problems.
  • It is a great CRM tool that is very intuitive and makes it easy to manage opportunities.
  • I like that it can clearly show activity on projects, schedule tasks, and effectively manage directory contacts.
  • I can automatically subscribe my leads to the email list through the web forms provided by Insightly.
  • They should add more variety of task and sales functions, which has to be at the forefront.
  • Although its price may seem a bit expensive, it is pretty affordable compared to other programs and much more for what it offers.
  • Its functionality is booming, and we could recover our investment in less time than we expected.
  • Nimble
Thanks to Insightly, I have gained a lot of reliability to the marketing and sales projects carried out, maintaining the conviction that we constantly get more and better results.

Do you think Insightly delivers good value for the price?

Yes

Are you happy with Insightly's feature set?

Yes

Did Insightly live up to sales and marketing promises?

Yes

Did implementation of Insightly go as expected?

Yes

Would you buy Insightly again?

Yes

Thanks to Insightly, communication and collaboration between team members is much easier, managing customer relationships and boosting all our sales; its usability is excellent.
Their technical support is unique, they are involved in the whole process, and thanks to that, we have been able to solve any problem, renew contracts and interests.
Insightly is recommended to any company that wants to manage sales opportunities; it is much easier to use. It also has an excellent graphical interface. It is a reliable tool to keep the contact base organized and updated. It is one of the best CRMs on the market; it can create, launch and analyze numerous email marketing campaigns.

Insightly Feature Ratings

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