Insightly Service Features
What are the features of Insightly Service?
Platform
- Customization
- User, Role, and Access Management
- Integration
- Reporting
- Dashboards
Ticket and Case Management
- Workflow
- Automated Response
- SLA Management
- Attachments/Screencasts
- Ticket Collaboration
Communication Channels
- Customer Portal
- Email to Case
- Live Chat Support
- Social Media Integration
- Voice
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Insightly Service Categories on G2
Filter for Features
Platform
Mobile User Support | Allows software to be easily used on multiple mobile devices include phone and tablet devices. This feature was mentioned in 12 Insightly Service reviews. | 86% (Based on 12 reviews) | |
Customization | Allows users to customize chat colors, text, logos, and branding. This feature was mentioned in 13 Insightly Service reviews. | 90% (Based on 13 reviews) | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 12 reviewers of Insightly Service have provided feedback on this feature. | 90% (Based on 12 reviews) | |
Integration | Integrates with other customer service software to improve support and enhance functionality 12 reviewers of Insightly Service have provided feedback on this feature. | 88% (Based on 12 reviews) | |
Reporting | As reported in 12 Insightly Service reviews. Provides analytics tools that reveal important business metrics and track progress | 85% (Based on 12 reviews) | |
Dashboards | Displays important metrics relating to performance 12 reviewers of Insightly Service have provided feedback on this feature. | 86% (Based on 12 reviews) |
Ticket and Case Management
Ticket Creation User Experience | User Experience of creating and submitting a ticket 12 reviewers of Insightly Service have provided feedback on this feature. | 92% (Based on 12 reviews) | |
Ticket Response User Experience | User Experience of responding and receiving a response 12 reviewers of Insightly Service have provided feedback on this feature. | 93% (Based on 12 reviews) | |
Workflow | As reported in 13 Insightly Service reviews. Route tickets based on values of fields, changes to ticket status and time based conditions | 95% (Based on 13 reviews) | |
Automated Response | Respond to common requests with standard reply 13 reviewers of Insightly Service have provided feedback on this feature. | 91% (Based on 13 reviews) | |
SLA Management | See feature definition | Based on 13 Insightly Service reviews. Offers tools for managing and tracking service-level agreements (SLAs) | 86% (Based on 13 reviews) |
Attachments/Screencasts | Based on 13 Insightly Service reviews. Documents and files can be attached to the ticket to communicate with customer issues/resolutions | 87% (Based on 13 reviews) | |
Ticket Collaboration | As reported in 13 Insightly Service reviews. Share and collaborate on tickets with multiple customer service representatives | 91% (Based on 13 reviews) | |
Customer/Contact Database | Central repository for account and contact information This feature was mentioned in 12 Insightly Service reviews. | 93% (Based on 12 reviews) |
Communication Channels
Customer Portal | Based on 13 Insightly Service reviews. Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents | 88% (Based on 13 reviews) | |
Email to Case | Based on 13 Insightly Service reviews. Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket | 86% (Based on 13 reviews) | |
Live Chat Support | As reported in 13 Insightly Service reviews. Ability for customer service agents to communicate with customers via live chat to solve problems live | 85% (Based on 13 reviews) | |
Social Media Integration | Based on 12 Insightly Service reviews. Integration to social networks such as Twitter and Facebook to allow customers and agents to communicate via social networks | 90% (Based on 12 reviews) | |
Voice | Make and receive calls directly in the application. Track and record calls for analysis. This feature was mentioned in 12 Insightly Service reviews. | 83% (Based on 12 reviews) |
