Insightly - Insightful CRM
March 22, 2018

Insightly - Insightful CRM

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

Software Version

Free

Overall Satisfaction with Insightly

Insightly is used predominantly with the inbound customer team. It addresses the problem of needing a centralized way to access and manage customer data.

Pros

  • Customer Relationship building
  • Reporting and analytics
  • Email Integration

Cons

  • Cost strategies
  • Training
Microsoft Dynamics CRM is great for Microsoft shops and allows for rapid custom development as needed, which is definitely a strength. Insightly has the potential to surpass Microsoft Dynamics CRM.
Well suited for both small and large size enterprises that desire an all-inclusive CRM.

Insightly Feature Ratings

8.0
Customer data management / contact management
8
Workflow management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Interaction tracking
8
Customer Service & Support ()
Not Rated
8.0
Lead management
8
Email marketing
8
9.0
Task management
9
Reporting
9
8.5
Pipeline visualization
8
Customizable reports
9
7.0
Custom fields
7
API for custom integration
7
8.0
Role-based user permissions
8
Single sign-on capability
Not Rated
Social CRM ()
Not Rated
7.0
Marketing automation
7
9.0
Mobile access
9

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