104 reviews
WH Score

Top Insightly Features

What are the Best Insightly Features?

Customer Relationship Management (CRM) Features
  • Customer Profiling
  • Pipeline Management
  • Deal Management
  • Account Management
  • Territory Management
Lead Management
  • Lead Generation
  • Lead Distribution
Event Management
  • Virtual Event Planning
Supported Channels
  • Voice
  • Chat/IM
  • SMS
  • MMS
  • Email
Accounting Features
  • Estimates & Quotations
Reporting & Analytics
  • Service Analytics
  • Audit Trail
  • Dashboard
  • CX Analytics
  • Lead and Opportunity Tracking
  • Data Analytics
  • Lead Scoring
  • 360° Customer View
Customizable Items
  • Custom Fields
  • Custom Objects
  • Custom Reports
Collaboration Tools
  • Team Calendar
  • Notes
Document Management
  • File Sharing
Project Management Features
  • Workflow Management
Identity and Access Management (IAM)
  • Role Based Access Control (RBAC)
  • Single Sign-On (SSO)
  • System for Cross-domain Identity Management (SCIM)
Integration Options
  • APIs
  • Webhooks
Third-Party Integrations
  • AWS
  • MailChimp
  • QuickBooks
  • Xero
  • Zoom
  • PandaDoc
After-Sales Service
  • Email Support

Insightly Top Features Related Review

Reviewed on 21 January 2020

Not the best out there

General Comments: The customer service is hopeless that should be considered.

  • Nice upgrades and free offers were great.
  • The functions are difficult
  • The customer service is not up to the expectation.

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