It has made my life simpler!
December 06, 2022

It has made my life simpler!

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

Software Version

Plus

Modules Used

  • Insightly iOS / Android Mobile App
  • desktop use

Overall Satisfaction with Insightly

I use Insightly on a daily basis, and it has changed my life. Now that we have every candidate in the same place, we are more organized, we work better, and our response time has lowered. Each coworker can enter the same place and manage the same information. It is amazing!
  • Pipeline view
  • Customizable reports
  • Contact management
  • New opportunity page
  • Notes apparel
  • Task view
  • Now our lead conversion has grown!
  • A secure contact database
  • Our time response has lower down
It is very easy to use, I learned to use Insightly on my own! It has brought organization to our organization, now we have all the information in the same place. No more google sheets everywhere, now you enter Insightly, you can see a report, and manage contacts and leads! My coworkers and I are really happy with it because it has simplified our job a lot!
Since we use Insightly, it has simplified our way of working, now our performance is better, we have more leads, and we can all focus on our own area and fulfill our tasks on time. Our workflow is incredible, and every new member that enters the company is happy to learn to use this tool that most of us didn't know existed, and now we can't live without it!
Insightly has everything in it, you don't need several CRM or different tools. You can work everything in there: email marketing, database, sales, and a lot more. For us, that is invaluable. It has simplified our work a lot. I highly recommend this tool; it's easy to use, simple, and very friendly!

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?

Yes

Would you buy Insightly again?

Yes

Insightly is great for report-making. You can personalize your own reports. Each user can have their own reports and share them with the rest of the users, which allows us to work on different points of view at the same time and not interfere with someone else's job. On the other hand, it should improve the new opportunity log, sometimes it doesn't work well and you have to refresh the page several times.

Insightly Feature Ratings

Customer data management / contact management
9
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
7
Lead management
7
Email marketing
8
Task management
8
Reporting
10
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
8
API for custom integration
8
Role-based user permissions
7
Single sign-on capability
7
Marketing automation
8
Mobile access
10