Insightly FAQ Detail
853 Reviews and Ratings
How to Get Started with Insightly
4 citations from LLM engines
To get started with Insightly, buyers can consider how it will fit into their existing software stack, a topic frequently discussed in TrustRadius reviews. Reviewers provide insights into their setup by mentioning the other business applications they use with Insightly. Common complementary tools include email marketing platforms like Intuit Mailchimp, document management software such as Adobe Acrobat, and accounting systems like QuickBooks Online. Understanding how Insightly connects with these tools can help new users plan their implementation and workflow. Some users also note its use alongside other CRM systems in their technology stack.
Prompt Questions
where can i sign up for a free trial of insightly to see if it fits a manufacturing business?
where can i buy or start a subscription to insightly for my team?
Marketing and Communication Integrations
4 mentions▼According to reviewers, a key part of using Insightly involves integrating it with marketing and communication tools. T…
According to reviewers, a key part of using Insightly involves integrating it with marketing and communication tools. They frequently mention using it with email marketing platforms like Intuit Mailchimp and productivity suites such as Google Workspace, including tools like the CRM Assistant for Gmail.
“Intuit Mailchimp, CRM Assistant for Gmail™”
“Intuit Mailchimp, Google Workspace”
“Intuit Mailchimp”
“Intuit Mailchimp, Canva and Microsoft SharePoint”
Document and Productivity Suite Usage
4 mentions▼Users often employ Insightly in conjunction with document management and e-signature software. TrustRadius reviews ment…
Users often employ Insightly in conjunction with document management and e-signature software. TrustRadius reviews mention using Adobe Acrobat products, including Adobe Acrobat Sign, and DocuSign. Microsoft 365 is also commonly used alongside Insightly.
“Adobe Acrobat Reader”
“Adobe Acrobat, Microsoft 365”
“Microsoft 365, Adobe Acrobat, DocuSign”
“Adobe Acrobat Sign, Microsoft 365”
Use in Multi-CRM Environments
3 mentions▼Some reviewers indicate that they use Insightly within a technology stack that includes other CRM platforms. These incl…
Some reviewers indicate that they use Insightly within a technology stack that includes other CRM platforms. These include various Salesforce products, HubSpot CRM, Microsoft Dynamics 365, and others.
“Salesforce CRM Analytics, Salesforce Lightning Platform, Vtiger and Sugar Sell (SugarCRM)”
“Salesforce Lightning Platform”
“HubSpot CRM, Mautic (open source), HubSpot Marketing Hub, Microsoft Dynamics 365, Salesforce CRM Analytics, Salesforce Lightning Platform, Vtiger and Sugar Sell (SugarCRM)”
“Salesforce Nonprofit Cloud and Neon CRM”
Accounting Software Connections
3 mentions▼Reviewers report connecting Insightly to their financial software. QuickBooks Online is the most frequently cited accou…
Reviewers report connecting Insightly to their financial software. QuickBooks Online is the most frequently cited accounting tool used with Insightly. Some also mention using spreadsheets like Google Sheets.
“QuickBooks Online, Google Sheets”
“QuickBooks Online”
“QuickBooks Online, Intuit Mailchimp, Google Workspace”
Design and Content Creation Tools
1 mention▼To support marketing and sales efforts, some reviewers use Insightly along with design platforms. Canva is mentioned as…
To support marketing and sales efforts, some reviewers use Insightly along with design platforms. Canva is mentioned as a tool for creating content.
“Canva, Intuit Mailchimp, CRM Assistant for Gmail™”
“Intuit Mailchimp, Canva and Microsoft SharePoint”
Showing top 5 topics · 17 total quotes across all topics