Simple, agile and useful!
December 02, 2022

Simple, agile and useful!

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

Software Version

Plus

Modules Used

  • desktop use

Overall Satisfaction with Insightly

We use the CRM for 3 years now and the main use is to administrate every candidate that makes a consultation at school, it is very useful to organize every consult and separate between the different pipelines according the school year they are interested in. Before Insightly it was everything a mess, now we can make reports, follow each candidate stage and use the list of contacts for mailing and promotion

Pros

  • reports
  • layout
  • pipeline view

Cons

  • dashboard view
  • opportunity layout
  • contact information
  • now we have more candidates each year!
  • it allows the whole team to work with the same information
  • we have accurate reports and numbers of our company
i think Insightly is very friendly to use, its simple, you can visualize everything in one page and you don't need long training sessions in order to learn how to work with it or to teach a new employee about the use of it. In our case, the different pipelines are fundamental to separate the candidates into academic years and that is essential to prioritize the inquiries
as from the moment we started using Insightly up to now, we were able to organize our workflow, to divide tasks between the team members and to manage all the same information and updated course of each candidate. It centralize everything in one place and every new member who enters our team has everything inside the CRM. It is simple, agile and the reports are super easy to analyze
i selected Insightly because it integrates everything in one place, with other platforms you need to have different things to manage your company. Here you have email marketing, data base and lots of functions to work with your sales products or services. if you are starting your business i highly recommend to try out Insightly!!

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

it is really good when you have to manage a great quantity of products or service sales, you can use the reports to focus directly on different matters, you can filter between pipelines, and the different parameters you use for your product or service. What I think they should improve is the new opportunity layout, it doesn't work well sometimes and its get stuck

Insightly Feature Ratings

Customer data management / contact management
7
Workflow management
Not Rated
Territory management
Not Rated
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
5
Quote & order management
Not Rated
Interaction tracking
5
Lead management
5
Email marketing
7
Task management
7
Reporting
10
Pipeline visualization
8
Customizable reports
10
Custom fields
10
Custom objects
6
API for custom integration
8
Role-based user permissions
8
Single sign-on capability
Not Rated
Marketing automation
6
Mobile access
9

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