Insightly is insightful
March 23, 2018

Insightly is insightful

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

Software Version

Professional

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

It is a database for our co-workers, as well as a database for volunteers with our organization. It links teachers with places they have taught, time period, and availability in the future.

Pros

  • We are able to put tags on each name for easier access.
  • We are able to access pertinent information all over the world through the database.
  • We are also able to add confidential information that is accessible to a designated individual or group.

Cons

  • For my usage, it is very adequate.
We are able to pull up different groups of individuals according to specific criteria.

Insightly Feature Ratings

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

Comments

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