Great contact management room for improvement and lead management and opportunities
February 03, 2016

Great contact management room for improvement and lead management and opportunities

Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Software Version

Free

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

Insightly is used as a CRM to manage contact details and opportunities. Reporting is too poor to use.

Pros

  • Web based
  • Being google integrated

Cons

  • The login into Insightly with Google apps never remembers details and is annoying.
  • Due dates or reminder dates should be more visible and calendars [should have] some sort of pop-up functionality.
  • The mobile app is very poor and as a result I don't use it. The interface of the app could be overhauled.
  • Reporting is very poor and it's difficult to get information out of Insightly.
Insightly is well suited for a small business because it is rather limiting due to the poor reporting and user interface.

Insightly Feature Ratings

6.6
Customer data management / contact management
8
Workflow management
6
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
9
Interaction tracking
4
Customer Service & Support ()
Not Rated
3.0
Lead management
3
Email marketing
Not Rated
4.0
Task management
6
Billing and invoicing management
Not Rated
Reporting
2
4.0
Forecasting
3
Pipeline visualization
3
Customizable reports
6
9.0
Custom fields
9
API for custom integration
Not Rated
1.0
Single sign-on capability
1
1.0
Social engagement
1
Integrations with 3rd-party Software ()
Not Rated
1.0
Mobile access
1

Comments

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