Engineers win with Insightly.
March 05, 2023

Engineers win with Insightly.

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

Software Version

Professional

Modules Used

  • Insightly iOS / Android Mobile App
  • N/A

Overall Satisfaction with Insightly

I use it to integrate with AutoCAD. Fields are input through the designer per job case basis. And AutoCAD will populate all the correct fields and the correct visibilities within that block. The business problems are minimal. We want to be about to use more than 500 fields per custom object.

Pros

  • Integration with other software.
  • Smooth customization per object.
  • The logic that can get pretty complicated runs well.

Cons

  • More room per custom object.
  • The ability to not have to use app connect for more complex design automation.
  • N/A
  • N/A
  • N/A
I love it. Pretty much for the same reason as before. I do like that the project object can more fields.
n/a

Do you think Insightly delivers good value for the price?

Not sure

Are you happy with Insightly's feature set?

Yes

Did Insightly live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Insightly go as expected?

I wasn't involved with the implementation phase

Would you buy Insightly again?

Yes

The use of AutoCAD from Insightly is perfect for my use. This allows me to not have to use Excel and can have multiple projects open and populate multiple jobs at once. I honestly can't think of a scenario where it is less appropriate. I love the configurability of using code to be able to populate blocks with multiple visibilities using tables in dynamic blocks.

Insightly Feature Ratings

9.0
Customer data management / contact management
Not Rated
Workflow management
9
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Quote & order management
Not Rated
Interaction tracking
Not Rated
Customer Service & Support ()
Not Rated
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
8.5
Task management
10
Reporting
7
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
9.3
Custom fields
9
Custom objects
9
API for custom integration
10
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Social CRM ()
Not Rated
Not Rated
Marketing automation
Not Rated
2.0
Mobile access
2

Comments

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