Great tool for managing relationships
Updated September 04, 2024

Great tool for managing relationships

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Insightly

We use insightly as a CRM and we have solved many issues with this product. Communicating with our teams and having different touchpoints of communication through various team members have been beneficial to create the company culture we are seeking. We have also solved the problem of seeing various communications for certain individuals in one consolidated place. It helps us to review various communications throughout the year to help us with year-end decisions. Helps us to maintain and schedule appropriate communications and touchpoints with our team and all of our team can see this in one place. A great tool for our team.

Pros

  • Personalize to our needs
  • Customer service support is amazing!
  • One stop tool to collaborate and manage our communications with our team

Cons

  • customize more
  • ability to sort/filter better
  • conversation starter
  • many touchpoints with one customer
Pretty easy to use once you get the hang of it.
Improving relationships with our team with timely tasks that we can share among our team, so that it is perceived that our team is working well like an oiled machine.

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?

I wasn't involved with the selection/purchase process

Did implementation of Insightly go as expected?

I wasn't involved with the implementation phase

Would you buy Insightly again?

Yes

Insightly is a great tool for managing and tracking communications and allows the entire team to see these communications with different team members and various activities for each team member. It takes a little getting used to but customer service team is awesome to assist us or answer any questions.

Insightly Feature Ratings

9.0
Customer data management / contact management
9
Workflow management
Not Rated
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
Customer Service & Support ()
Not Rated
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
8.5
Task management
9
Reporting
8
9.0
Pipeline visualization
9
Customizable reports
9
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Social CRM ()
Not Rated
Not Rated
Marketing automation
Not Rated
Not Rated
Mobile access
Not Rated

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