Insightly, a great CRM for a good price
March 01, 2023

Insightly, a great CRM for a good price

John Ross | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Professional

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

We use insightly for database reasonings, we also track leads, sales, revenue, opportunities, marketing, commissioning, and projects. Scheduling tasks, reminders, calendars, and self-automation emails. After years of lead intake, Insightly makes it easy to have all your clients in one place with many options that assist in streamlining the process

Pros

  • Database
  • Tasks
  • Self-automation
  • Tags
  • Tracking sale stages
  • Accounting/Revenue

Cons

  • General Bugs
  • Reminders
  • Cross-Functionality
  • More user friendly
  • Tracking revenue well
  • Reports allow us to see what we made or what we lost, allowing us to adjust if needed.
Insightly feels like it could use a makeover with looks and functionality, but the coding and customization really make this CRM work!
Insightly works well with databases where we can have multiple invoices etc.

Do you think Insightly delivers good value for the price?

Yes

Are you happy with Insightly's feature set?

Yes

Did Insightly live up to sales and marketing promises?

Yes

Did implementation of Insightly go as expected?

Yes

Would you buy Insightly again?

Yes

Great for keeping up with clients and notes. Also great for tracking sold jobs, revenue, and opportunity/project values. Tracking opportunities can feel somewhat of a pain with the slider system. Although Insightly has great systems for reminders, tasks, etc. it seems that it could be integrated with a smarter system. Love the customization and the ability to make it your own.

Insightly Feature Ratings

7.7
Customer data management / contact management
8
Workflow management
8
Territory management
7
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
7
Interaction tracking
8
Customer Service & Support ()
Not Rated
8.5
Lead management
9
Email marketing
8
8.5
Task management
8
Reporting
9
7.5
Pipeline visualization
6
Customizable reports
9
8.3
Custom fields
9
Custom objects
8
API for custom integration
8
8.0
Role-based user permissions
8
Single sign-on capability
8
Social CRM ()
Not Rated
8.0
Marketing automation
8
8.0
Mobile access
8

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