Insightly we Trust
March 06, 2023

Insightly we Trust

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

Software Version

Professional

Overall Satisfaction with Insightly

I use insightly to help me do inspections on scheduling and always allows me to update notes and keep everything organize which is very helpful. Insightly allows everything to be organize and puts things in catergories to help other user in my company to find and see dates and data when needed and to see it off to the next employee. It also address communication when you need to find information on certain projects. Also allows you to link to google which is a huge help.
  • organization
  • data collecting
  • Saving information
  • Some times it doesnt save update information
  • Some times glitches
  • Some times links are broken
  • positive help company grow and show alot of data and production movement
  • negative is that it doesnt some times save information which then gets over looked by the other consumer
Because its easier now to look and the customer information in order for me to do my job
It collects data and graphs it for us which we can then use to see what areas we need to improve in.

Do you think Insightly delivers good value for the price?

Not sure

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

For my job position it is very helpful when scheduling and organizing

Insightly Feature Ratings

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