Good at helping you keep up with people.
March 15, 2018

Good at helping you keep up with people.

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Basic

Overall Satisfaction with Insightly

I'm using it as a task manager.

Pros

  • Keep up with tasks
  • Tracks when task are entered
  • Reminds me of when a task is due

Cons

  • I would like to give certain people access to only certain tasks
Keep up with people and their addresses

Insightly Feature Ratings

3.8
Customer data management / contact management
8
Workflow management
1
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
2
Interaction tracking
2
Customer Service & Support ()
Not Rated
2.0
Lead management
2
Email marketing
2
2.0
Task management
2
Reporting
2
2.0
Pipeline visualization
2
Customizable reports
2
2.0
Custom fields
2
API for custom integration
2
2.0
Role-based user permissions
2
Single sign-on capability
2
Social CRM ()
Not Rated
2.0
Marketing automation
2
8.0
Mobile access
8

Comments

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