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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 13 Insightly Service reviews. | 85% (Based on 13 reviews) | |
Customization | As reported in 14 Insightly Service reviews. Allows users to customize chat colors, text, logos, and branding. | 87% (Based on 14 reviews) | |
User, Role, and Access Management | Based on 13 Insightly Service reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 90% (Based on 13 reviews) | |
Integration | Integrates with other customer service software to improve support and enhance functionality 13 reviewers of Insightly Service have provided feedback on this feature. | 83% (Based on 13 reviews) | |
Reporting | As reported in 13 Insightly Service reviews. Provides analytics tools that reveal important business metrics and track progress | 85% (Based on 13 reviews) | |
Dashboards | As reported in 13 Insightly Service reviews. Displays important metrics relating to performance | 82% (Based on 13 reviews) |
Ticket and Case Management
Ticket Creation User Experience | Based on 13 Insightly Service reviews. User Experience of creating and submitting a ticket | 91% (Based on 13 reviews) | |
Ticket Response User Experience | User Experience of responding and receiving a response This feature was mentioned in 13 Insightly Service reviews. | 94% (Based on 13 reviews) | |
Workflow | Route tickets based on values of fields, changes to ticket status and time based conditions 14 reviewers of Insightly Service have provided feedback on this feature. | 90% (Based on 14 reviews) | |
Automated Response | Respond to common requests with standard reply 14 reviewers of Insightly Service have provided feedback on this feature. | 89% (Based on 14 reviews) | |
SLA Management | See feature definition | Offers tools for managing and tracking service-level agreements (SLAs) 14 reviewers of Insightly Service have provided feedback on this feature. | 83% (Based on 14 reviews) |
Attachments/Screencasts | Documents and files can be attached to the ticket to communicate with customer issues/resolutions This feature was mentioned in 14 Insightly Service reviews. | 83% (Based on 14 reviews) | |
Ticket Collaboration | Share and collaborate on tickets with multiple customer service representatives This feature was mentioned in 14 Insightly Service reviews. | 90% (Based on 14 reviews) | |
Customer/Contact Database | Based on 13 Insightly Service reviews. Central repository for account and contact information | 91% (Based on 13 reviews) |
Communication Channels
Customer Portal | Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents This feature was mentioned in 14 Insightly Service reviews. | 88% (Based on 14 reviews) | |
Email to Case | As reported in 14 Insightly Service reviews. Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket | 83% (Based on 14 reviews) | |
Live Chat Support | Ability for customer service agents to communicate with customers via live chat to solve problems live 14 reviewers of Insightly Service have provided feedback on this feature. | 85% (Based on 14 reviews) | |
Social Media Integration | As reported in 13 Insightly Service reviews. Integration to social networks such as Twitter and Facebook to allow customers and agents to communicate via social networks | 91% (Based on 13 reviews) | |
Voice | As reported in 13 Insightly Service reviews. Make and receive calls directly in the application. Track and record calls for analysis. | 81% (Based on 13 reviews) |
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