Insightly - great CRM platform for small businesses
April 05, 2018

Insightly - great CRM platform for small businesses

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

Software Version

Basic

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

Insightly is a cost effective platform for tracking client and prospect communications and opportunities.

Pros

  • Managing activities / tasks
  • Integrating with gmail
  • Tracking call histories

Cons

  • Can duplicate contacts where email addresses have been assigned to previous contacts
  • Activities can be difficult to reschedule in bulk
  • Mobile app could be improved
  • sage act
I used an old version of Act which didn’t offer cloud access so of the two Insightly has been better. That said, newer versions of Act offer this
Great for small businesses with a limited budget trying to manage client / prospect relationships

Insightly Feature Ratings

8.0
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
5
Customer Service & Support ()
Not Rated
5.0
Lead management
5
Email marketing
5
8.0
Task management
9
Reporting
7
8.0
Pipeline visualization
8
Customizable reports
Not Rated
7.0
Custom fields
7
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
7.0
Mobile access
7

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