A cost-effective CRM that comes with practical features tailored to your needs.
August 05, 2024

A cost-effective CRM that comes with practical features tailored to your needs.

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Insightly

Insightly offers a cloud-based CRM and pipeline management tool that allows our team to work together efficiently from anywhere. We can organize various pipelines, tasks, and workflows for sales, marketing, or project management purposes. It provides fast data access and clear information comprehension.

Pros

  • Organize various pipelines
  • Marketing system allows us to reach out to potential clients
  • Run efficient reports that let's us know what we need to improve on

Cons

  • Marketing system reports could use more options
  • Make dashboards more user friendly
  • More options for reporting in general
  • Keep us on track with our sales and clients
  • Marketing has allowed us to reach back out to leads to gain clients
  • Keeps our remote team connected
There is always room for improvement. More flexibility with reporting would be a great addition.
Extracting a report from various objects has its limitations. Although there are numerous choices available, there are certain data points that you wish to extract simultaneously, but are unable to do so.

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

Our company works in sales. The pipelines are efficient in keeping us on track and with follow up. The task options that we can assign to ourselves or other team members keeps everyone in the loop.

Insightly Feature Ratings

7.1
Customer data management / contact management
7
Workflow management
8
Territory management
7
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
6
Quote & order management
7
Interaction tracking
7
Customer Service & Support ()
Not Rated
6.5
Lead management
7
Email marketing
6
8.0
Task management
8
Reporting
8
8.0
Pipeline visualization
8
Customizable reports
8
6.3
Custom fields
7
Custom objects
6
API for custom integration
6
7.0
Role-based user permissions
7
Single sign-on capability
7
Social CRM ()
Not Rated
6.0
Marketing automation
6
7.0
Mobile access
7

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