Awesome way to organize multiple organizations and data between teammates
December 01, 2022

Awesome way to organize multiple organizations and data between teammates

Amy Mossman CPC, CRC, CPB | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Insightly

This is a wonderful platform for keeping notes and communication between multiple sources organized and easy to locate. In our organization, we utilize different templates for different departments and appreciate the ability to seamlessly interact between departments. Easily personalized for analytics, communications, organizational purposes. Great platform, intuitive, easy to use. Highly recommend.

Pros

  • Organization
  • Analytics
  • Personalization
  • Communication

Cons

  • Linking to emails
  • Communication between analytics
  • Practice organization
  • Communication
  • Data
Quick easy way to keep information organized and available to other teammates .
Great way to keep pertinent information and share between teammates.

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

We are able to look into any organization we support and find all applicable data including all emails between our organization and select practice, contacts, pratice data and information in one clean spot.

Insightly Feature Ratings

8.7
Customer data management / contact management
9
Workflow management
9
Territory management
10
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
7
Quote & order management
8
Interaction tracking
10
Customer Service & Support ()
Not Rated
9.0
Lead management
9
Email marketing
9
9.5
Task management
9
Reporting
10
9.0
Pipeline visualization
9
Customizable reports
9
10.0
Custom fields
10
Custom objects
10
API for custom integration
10
9.5
Role-based user permissions
9
Single sign-on capability
10
Social CRM ()
Not Rated
9.0
Marketing automation
9
10.0
Mobile access
10

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