Small Business Review of Insightly
Updated October 05, 2021

Small Business Review of Insightly

Randi Yeaman | 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 being used in our sales department to capture leads, proposals, and projects. It helps us monitor and track our sales pipelines.

Pros

  • Captures Business Cards
  • Captures Leads
  • Captures Opportunities

Cons

  • Linking information
  • Better Reports
I selected Insightly for financial reasons. It does not compare well with linking items.
Well suited for sales, not so much for project management

Insightly Feature Ratings

6.2
Customer data management / contact management
9
Workflow management
4
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
4
Interaction tracking
5
Customer Service & Support ()
Not Rated
6.5
Lead management
9
Email marketing
4
7.0
Task management
7
Reporting
7
2.0
Pipeline visualization
2
Customizable reports
2
9.0
Custom fields
9
API for custom integration
Not Rated
Security ()
Not Rated
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
9.0
Mobile access
9

Comments

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