What is Insightly?
Categories & Use Cases
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Screenshot of Insightly's lead status and activity tracking, available so that nothing falls through the cracks.
Top Performing Features
Opportunity management
Users can track deals and create quotes.
Category average: 8.1
Customer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Category average: 8.6
Quote & order management
Users can create, process and fulfill price quotations and sales transactions.
Category average: 7.6
Areas for Improvement
Compensation management
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Category average: 8.5
Mobile access
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Category average: 7.7
Email marketing
This involves the ability to send mass email to groups of people based on particular qualifications.
Category average: 7.1
