Insightly: the CRM everyone should know about.
Updated September 04, 2024

Insightly: the CRM everyone should know about.

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Professional

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

We use Insightly in our organization on a daily basis: it is my home page & my default for when a new tab is open. I live and breathe Insightly. We are a solar company that has grown a lot during the past few years, and with that, the need to use a CRM with unlimited settings and integrations became extremely important. We use Insightly to manage projects, check the status of projects, and keep track of our KPIs. I love how easy it is to navigate, create reports and integrate with other software making our lives easier.

Pros

  • Organize projects.
  • Keep track of KPIs.
  • Integrate with other software.

Cons

  • Insightly App search bar.
  • More fields on the project page.
  • Transfer of data with pointers.
  • Ability to deliver improved services.
  • Marketing revenue growth.
  • Better KPIs track.
  • Lead conversion.
  • Inventory management.
I love everything about Insightly as a CRM!! In the past, my company used to have this outdated CRM that would complicate our lives and not allow us to properly keep track of our projects. With Insightly, everything has changed! It is extremely easy to use, and the ability to customize everything, create your own reports, and make changes without saving just for a quick look at other projects is incredible. I believe Insightly is the best CRM solution for all types of industries.
There is no way to compare Insightly with Smartsheet because Insightly has everything the other doesn't. As Smartsheet users, we would always find ourselves stuck on a page due to "congestion" on their server. With Insightly, several people can have the same project open and be currently working on it without keeping any new data from being processed. Insightly is the best on the market!

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

Insightly is well suited for all types of companies since you can literally create anything you want - from a project report to a contact report - without losing any functionality. It helps us to keep track of thousands of projects at the same time and allows different employees to make changes for the same project simultaneously. Insightly also allows us to create "custom objects" pages that use pointers to point out information from the project into a more detailed page which can be beneficial for several teams.

Insightly Feature Ratings

10.0
Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
10
Interaction tracking
10
Customer Service & Support ()
Not Rated
10.0
Lead management
10
Email marketing
10
10.0
Task management
10
Reporting
10
10.0
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
Social CRM ()
Not Rated
10.0
Marketing automation
10
6.0
Mobile access
6

Using Insightly

300 - Every single employee from my company uses Insightly daily; it is our most important "holy book" that needs to be updated constantly.

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