Insightly organizes our projects from the first page to the last page, and beyond!
March 01, 2023

Insightly organizes our projects from the first page to the last page, and beyond!

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

Software Version

Professional

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

Our company uses Insightly to track and manage our myriad projects and those projects' authors, designers, leads, communication, and files. We publish upwards of 100 titles per year and also use Insightly to track sales and generate reports based on a project's performance. Insightly helps us manage our book publishing from start to finish, all the way through a book going out of print.

Pros

  • Integrates a project with all of the necessary details, perfect for "one-stop shopping for information
  • Generates reports that are customizable and contain anything you can think of
  • Creates a clear, organized sales funnel structure

Cons

  • A very small item, but I'd love to see Insightly remove the underscores from the file name after download!
  • Another small hiccup, but sometimes when I click things on Insightly, the page shows a very basic HTML layout but once refreshed works
  • Some changes aren't always instantaneous, which can be a problem as we move very quickly at our company. But we've learned to work with "Insightly time!"
  • We started using Insightly to organize our company, and it's done just that and more which provides value that money cannot buy.
  • Insightly allows our sales team to stay on top of sales leads more so than doing so without it, which in turn creates more sales opportunities.
Insightly is very user-friendly; after just one meeting with our Insightly administrator within our company, each individual is set up for success. Insightly can never be fully learned, as it is always customizable to a user's needs which makes it even more valuable. That being said, there is also always something to be learned.
Insightly manages all of our projects from start to finish, and without it we would be extremely disorganized. From visualizing a project's pipeline to exploring the status of new leads, Insightly really has optimized our workflow in every department.

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 tracks our projects and everything connected to them—from the contacts to marketing leads to sales performance—from start to finish. I can't think of any type of company that couldn't benefit from having Insightly.

Insightly Feature Ratings

9.0
Customer data management / contact management
8
Workflow management
10
Territory management
Not Rated
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Quote & order management
Not Rated
Interaction tracking
10
Customer Service & Support ()
Not Rated
9.0
Lead management
9
Email marketing
9
10.0
Task management
10
Reporting
10
10.0
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
Not Rated
API for custom integration
Not Rated
5.5
Role-based user permissions
10
Single sign-on capability
1
Social CRM ()
Not Rated
10.0
Marketing automation
10
8.0
Mobile access
8

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