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Insightly

Insightly

Starting at $0 per month Up to 2 users
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Overview

What is Insightly?

Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM…

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Recent Reviews

Insightly is worth it

10 out of 10
September 29, 2023
Incentivized
We use Insightly to keep client communications in order and link contacts to opportunities. We use it to keep track of lost, open and won …
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Useful Tool!

8 out of 10
March 13, 2023
Incentivized
We will be using Insightly more as a company going forward, but for now I have mainly used the Projects module to track hiring decisions.
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 31 features
  • Customer data management / contact management (364)
    8.7
    87%
  • Task management (354)
    8.5
    85%
  • Opportunity management (331)
    7.9
    79%
  • Integration with email client (e.g., Outlook or Gmail) (337)
    7.5
    75%

Reviewer Pros & Cons

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Pricing

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Free

$0

Cloud
per month Up to 2 users

Plus

$29.00

Cloud
Per User/Per Month (billed annually)

Professional

$49.00

Cloud
Per User/Per Month (billed annually)

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.insightly.com/crm/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Demos

Insightly CRM Demo

Vimeo
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

7.6
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

7.1
Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

7.6
Avg 7.5

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

7.7
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

8
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

8.2
Avg 7.6

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

8.1
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

7.4
Avg 7.2

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

5.9
Avg 7.1

Platform

8.4
Avg 7.5
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Product Details

What is Insightly?

Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.

Businesses can use Insightly for:

  • Relationship linking
  • Contact management
  • Email tracking
  • Lead management
  • Opportunity management
  • Quote generation
  • Workflow automation
  • Project management
  • Advanced reporting
  • Mobile CRM app with business card scanning and audio notes
Additional Platform Features
  • Localization/internationalization- Spanish, French, Portuguese, German, Italian
  • Over 40 app integrations including Gmail, Google Apps, Mailchimp, Box, QuickBooks Online, etc.

Insightly Features

Sales Force Automation Features

  • Supported: Customer data management / contact management
  • Supported: Workflow management
  • Supported: Territory management
  • Supported: Opportunity management
  • Supported: Integration with email client (e.g., Outlook or Gmail)
  • Supported: Quote & order management
  • Supported: Interaction tracking

Marketing Automation Features

  • Supported: Lead management
  • Supported: Email marketing

CRM Project Management Features

  • Supported: Task management
  • Supported: Reporting

CRM Reporting & Analytics Features

  • Supported: Pipeline visualization
  • Supported: Customizable reports

Customization Features

  • Supported: Custom fields
  • Supported: Custom objects
  • Supported: API for custom integration

Security Features

  • Supported: Role-based user permissions
  • Supported: Single sign-on capability

Integrations with 3rd-party Software Features

  • Supported: Marketing automation

Platform Features

  • Supported: Mobile access

Additional Features

  • Supported: AICPA SOC II Type 1 and Type 2 audited and accredited, and US/EU Privacy Shield and US/Swiss Privacy Shield certified.
  • Supported: Data import & export
  • Supported: Two-factor Authentication (2FA)
  • Supported: SAML-based Single Sign-On (SSO)
  • Supported: OAuth Single Sign-On (SSO)
  • Supported: Audit Logs

Insightly Screenshots

Screenshot of Tracks lead activity and status so nothing falls through the cracksScreenshot of Reports provide insight into sales and productivity performanceScreenshot of Screenshot of Screenshot of Screenshot of Screenshot of

Insightly Videos

Relationship management
6 ways to personalize Insightly CRM
Insightly & G Suite/Google Apps CRM
Insightly for Sales
Insightly for Project Management
Advanced Permissions

Insightly Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported LanguagesEnglish, French, Portuguese, Spanish, German, Italian

Frequently Asked Questions

Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.

Insightly starts at $0.

Zoho CRM, Zoho Projects, and Pipedrive are common alternatives for Insightly.

Reviewers rate Custom fields highest, with a score of 9.1.

The most common users of Insightly are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(796)

Attribute Ratings

Reviews

(1-25 of 394)
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Score 7 out of 10
Vetted Review
Verified User
Incentivized
Used as a CRM in the company. Good choice for a small company starting out, as it is relatively easy to change and add fields, workflows, and data.
  • CRM
  • Lead management.
  • Opportunity Management
  • Project Management
  • Task delegation
CRM for small companies starting out and that have someone with the knowledge to make modifications to suit the company. It requires a little bit of knowledge to make those changes.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
My team uses Insightly to manage intellectual property licensing and training program management within our association management company. Doctors, researchers, students, and pharmaceutical companies submit permission/licensing request forms which are connected to Insightly. We use Insightly requests to manage each step in the licensing process. We also use Insightly projects to manage clinical trial training services.
  • Customizable objects and fields to meet our needs
  • Ability to connect our website forms to Insightly request records
  • Pipeline stages to track each step in the process
  • Linking contacts and organizations
  • Assigning tasks to other team members
  • The Inquiry feature is missing some functionality, so it is not as useful as the Request feature
  • The Actual Close Date does not autofill when a Request record is closed and marked as Lost/Abandoned
  • The customizable objects and fields are very useful but the System Settings interface could be more user-friendly
Insightly is very well suited to track steps in a particular process. It is also very easy to connect contacts, organizations, requests, and projects. It is great for storing data in a way that is easily referenced. It is a helpful tool for facilitating team collaboration. The connectivity to our website forms is also very useful. It is less appropriate for tracking financials as far as invoicing and payments.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Insightly was already leveraged by our sales team and in the past 3 years we adopted it as an operations tool. Data Driven analytics and visibility were a company priority. Because our teams are now using the same primary tool, we now can go to one place to review several different aspects of the business for several different teams.
  • Support>It feels like a partnership and support is a critical asset to consider when adopting new tools
  • Customization>The ability to customize with custom objects has allowed us to utilize Insightly in unique ways.
  • Customer Feedback>They very much are interested in soliciting client feedback when it comes to product planning.
  • Project object expansion>Adding more customizable/project management functionality to the project object would be beneficial
  • Custom objects have some limitations, would be great to have the same customization as you do with the standard objects
  • Enhancing the team/queue functionality would be great for large teams
Insightly can be customized to hit on several business objectives even outside of the standard CRM tool. Operations and departments can create custom objects to better automate processes/communication internally. This would allow for data driven insight and reportable numbers via reports or dashboards.

While Insightly does offer a basic projects standard object, it needs some enhancing when it comes to managing larger projects.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use it to assist in our sales process, from initial leads to opportunities, and then once the deal is closed, it helps with follow-up and project tracking.
  • Task management.
  • Lead management.
  • Opportunity pipelines.
  • Customer equipment.
  • Dashboard drill down.
  • Integration with other software.
Task management - allows us to be reminded of what needs to be done and when. It is only as good as the information inputted.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Insightly as our CRM to manage our 10,000+ customers and prospects. The ability to add custom fields and tags really enhances our use. Also, one year ago, we added the Marketing services and love it. It replaced our use of Mailchimp, and we're really satisfied.
  • tags
  • reporting
  • marketing app
  • Search feature needs improvement.
We so value Insightly as our CRM that we've built features into our website to incorporate data feeds from Insightly regarding the customers.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I can easily manage my bulk marketing activities from Insightly.
  • Email Marketing
  • Contact Management
  • Workflow
  • Reports
  • Reports
  • Dashboard
  • Emails in spam
Because of its extensive adaptability, I can make it fit the particular requirements of my company. Workflows, reports, and custom fields are simple to add.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Insightly to manage our childcare recruitment agency. We use Insightly to manage all aspects of our clients and candidates, including biographical information for all parties, tracking appointments, and keeping track of billing. We also use Insightly for lead management and as a tool for sorting through prospective candidates.
  • schedule interviews and other appointments between our clients and candidates
  • track client interactions
  • track candidate interactions
  • the Opportunities dashboard was hard to customize for our use case
  • mandatory color orange interface not my favorite
  • some bugs (e.g. under "CHOOSE COLUMNS" can't use search bar to find an item)
Insightly has been excellent for us managing two different sets of counterparties (in our case, clients and candidates). We are able to keep track both types of contacts simultaneously very effectively.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Used exclusively as our business CRM. We use it to retain key data points about our clients and prospects. Additionally, we use it to record a history of completed tasks, actions and communication (primarily email).
  • Custom data fields
  • Oversight of business operation
  • Advanced yet simple reporting and filtering
  • In my opinion, CRM innovation has been near non-existing for many years, preferring to spend their efforts in other business lines such as a marketing platform
  • Two-factor authentication only available at the entreprise level. Enough of a reason on its own to seek alternatives.
  • Some localisation issues for non-US users.
Very good when wishing to customise the CRM to suit your needs.

Limited integration options.
September 29, 2023

Insightly is worth it

Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Insightly to keep client communications in order and link contacts to opportunities. We use it to keep track of lost, open and won opportunities to service the correct people. This application is used in conjunction with other applications we use to keep our business running effectively and efficiently.
  • Displays tasks in an organized manner
  • Easy-to-use system
  • Allows for custom categories in contacts and opportunities
  • Allows you to see others’ task lists
  • More personalization
  • Hover over notes to see the body instead of having to click it
  • Being able to open notes as pop-ups
  • More effective task organization
  • Allow for team members to remove tasks from set stages when not applicable
Pros: Task list is easily managed, layout is easy to learn, opps and contacts connect effortlessly, can be used on cell, can add attachments to opps for future use.
Cons: Note details are not easily accessible, cell phone app is not very user friendly, not enough personalization, can’t change much on the personal preferences
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Insightly CRM primarily to manage prospective sales of our small group product line. Our leads come in either directly from groups or through agents that we work with so the CRM allows us to stay on top of the opportunity and close the sale. Using Insightly CRM allows us to fully optimize our resources and sell as many groups as we can. It also shows us trends in the data so we can identify populations and niches that we should target.
  • A modern CRM that is very organized and easy to use
  • The dashboards are very easy to put together with an unlimited amount of customization which allows you to have a clear snapshot of the state of the business objectives
  • The Insightly support team, is there to help at the drop of a dime and want to do everything they can to help you succeed. They will not only help you with your asks but make suggestions from their plethora of intel.
  • There are some minor glitches such as the screen freezing up. You can fix this by refreshing the page and it doesn't happen often but when it does, it does disrupt the flow.
  • Pulling a report from multiple objects is limited. You have a lot of options but there are some things you want to be able to pull in together and you can't.
  • Items such as Contacts and Organizations don't always link together.
Insightly just about checks all the boxes for what we need to manage our small group sales. It allows us to work the small group opportunities that come in as well as manage the groups once they are actually sold. Having a database that can be completely customizable allows us to pull reports on just about any data points that we want. We can also set automated tasks such as a reminder to check in with a sold group a month into the sale to ensure we are providing great service. Everything is very well connected.
Jennifer Walkowiak | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Insightly to market to & manage and our sales relationships, analyze the pipeline and maintain renewals.
  • Set up/on boarding
  • Needed features & benefits
  • Affordable
  • Lack of sophistication in email templates
At a previous company, I implemented a well known CRM that had all the bells & whistles and a huge costs. While impressed, I soon realized We would never need everything and it was a complete oversell. However when looking for a CRM this time I was so impressed that Insightly had exactly what we needed at an affordable cost.
Rick Lewallen | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I use Insightly daily to manage my tasks, update client contact information, and to track opportunities. Insightly offers users from different departments the ability to pass work and opportunities throughout our enterprise. I also use Insightly for client prospecting, marketing, and e-mail.
  • Cost effective CRM solution
  • Tools to merge duplicate contacts and organizations in the CRM
  • Google Integration
  • Ability to customize for our enterprises
  • Robust phone integration
  • Need for a dedicated client prospecting module
  • Speed of automations
Well suited for passing information within an organization and for a basic CRM. It is less effective if you need high levels of customization to meet your needs.
March 13, 2023

Useful Tool!

Score 8 out of 10
Vetted Review
Verified User
Incentivized
We will be using Insightly more as a company going forward, but for now I have mainly used the Projects module to track hiring decisions.
  • Keeps all relevant documents in one place
  • Uploads email correspondence related to the project
  • Can keep track of all parts of the project in one central place
  • Outlook Add-In consistently does not work properly
  • Photos from email signatures upload in the files section automatically
  • A bit confusing to differentiate between the Pipeline Stage and the Project Status.
I have found this too to be effective and useful, although there is room for improvement, particularly on how it communicates with other technologies. I am interested to use it for more purposes and see additional functionality.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use this to manage every stage of the solar installation process, from sales, to design, to permitting, to installation, and finally activation. It allows us to have object oriented records for each project stage, all liked back to the original customer record. It is effective and I actually prefer this over sales force classic.
  • Ticketing
  • Record keeping
  • Value change tracking
  • Artificial intelligence
  • Calling integrations
  • Webchat integrations
It is great for classic CRM and service ticketing. It does not seem to include AI driven pipeline management. The graphic user interface does appear quite basic, but I don’t mind that so much. I do think the code and potential for what can be built in insightly is very high, and overall I rate it as a robust CRM that is comparable to other top softwares of this type.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Insightly to manage and organize orders that come in on our website. I work in verifying eligibility for these orders to ensure insurance will cover the cost of the durable medical equipment (breast pump) the customer ordered. Without Insightly it would be challenging to organize the orders so we can most efficiently verify eligibility and get them shipped out to the customer in a timely manner.
  • Increase productivity.
  • Work from anywhere.
  • Assembles reports to more effectively verify eligibility.
  • It does not automatically populate NPI information when I confirm the HCP is in our database.
  • Unable to add multiple addresses for one HCP in the database.
  • When a customer enters their name as HCP, it does not recognize it and kicks it back.
While there are a few things I would improve in the Health Care Providers database capabilities, overall it is extremely helpful in keeping a record of all providers so we can easily access them and add them to the order. This increases productivity by making it easier to verify eligibility, to ensure the breast pump the customer order will be covered under their insurance plan.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Our organization uses Insightly as our centralized CRM for all business activities.

For us, we needed:
  • A place for Sales to log their pitch calls and closes in one location.
  • A way for marketing related email cadence to be sent out to prospective and active clients
  • A centralized space for our Client Success team to see a client's journey and log client interactions
  • A system to track individual coaching sessions and activities offered by our contractors
  • A centralized location for payment dataA data reporting and dashboarding tool to give leadership insight into the functions of the business.
Within the Insightly platform, we track our sales cycle, contacts, products sold, as well as the administration of the coaching products we sell. Insightly allows us to have a one stop central location of information for all of the teams within our organization and also allows for customization based off of business need.
  • Client Support
  • Ability to customize the system
  • Ease of setting up permissions for users
  • Inclusive use of appconnect
  • Being able to calculate certain business metrics such as LTV
  • Ability to see record count as records are limited
If you are looking for a platform which allows you to be able to create your own modules based off of your business case, Insightly provides great functionality and capabilities within the platform. We have been able to create several sections, called custom objects, which allow us to tailor processes based off of our business functions.

It may not be well suited to individuals who want to have a built out of the box or module based CRM system. Unless you purchase additional modules, you may have to be creative in finding solutions within the limitations of the Professional level. Many of the features we would look for are available at the Enterprise level, but the cost is prohibitive.
Emily Wilkinson | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I work in an Admissions Office at a boarding school. We have used Insightly to market to, and manage, our potential student applicant list. Insightly has helped us to market to a wider range of potential candidates than before, as well as streamline our outreach. Insightly has enabled us to contact potential candidates through various employees at our school.
  • Manage lists of potential candidates
  • Send emails and marketing materials from different individuals in our organization
  • Reach a wider audience than in the past
  • Timing of reach-out emails to incorporate information from various individuals
  • Notification that communication has been sent out, regardless as to who in the organization is sending the emails
Insightly is a useful marketing tool, especially to a more traditional sales organization. It wasn't quite geared to a school admissions office -- perhaps more professional than we need in a heavy face-to-face industry. Insightly would be very useful in a larger organization as, although we have more than 50 employees in our school, only 7 employees used Insightly - it was very specific just to admissions and marketing.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Insightly is integral to my job function on a day to day basis. In the solar industry, installation projects have a very large scope of work. Without something to aggregate and sort data in an accessible manner, my job would be chaos. I wouldn't be able to be productive in any kind of efficient manner, and that in a sales environment means less money!

If I had to sort everything using spreadsheets, probably half of my day would end up being admin work. I'd never be able to actually perform the job that I've been hired to do.

Insightly lets us keep everything neatly compartmentalized, so that I can quickly grab any info I need on a project and relay that information over to a customer, or coordinate with others within the business.
  • Keeps track of my leads, opportunities, and projects.
  • Configurable and customizable to our specific business model.
  • Lends visibility to people who need it.
  • User interface could be polished a bit, looks a bit rough as of now.
I find it hard to find too many issues with Insightly. Honestly it just works, I've never had any gripes with the interface other than visual appearance of the interface. That largely comes down to personal preference, so I can't really fault them for that. It's very straightforward, not overly complicated, and simple to use.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Insightly CRM and the Marketing tool
  • Relatively easy to configure
  • Relatively customizable
  • Need more native integrations with other platforms
I believe Insightly is a great CRM and marketing automation tool for most start-ups and smaller companies that are not yet ready to invest in more expensive solutions. It's fairly self-serve, so we can manage it ourselves rather than relying on outside implementation support
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Insightly to track users in our CRM as well as use it to evaluate and see the entirety of our sales pipeline from leads to acquisitions. Insightly is useful for being able to see exactly where you are in your sales cycle as well as track income earned.
  • CRM
  • Sales Pipeline
  • Growth Targeting
  • Projections
  • Insightly doesn’t have the customization that other platforms have for building your own boards.
  • The view is sometimes difficult to navigate to understand what you are looking at.
Insightly is useful for simplicity and sales cycles and functions. If you are looking for a great CRM for a small company or for a company that is newer, Insightly is your “go to guy.” But if you have a bunch of customizations or a large company you might want something more suited for larger orgs.
March 10, 2023

Insightly is a Solid!

Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use it as our database for customers, prospects and for records of deliverables with the media outlets. All employeess track and record activities and we use this for marketing outreach as well. This allows our teams to collaborate and share information among departments. It also has been customized for our industry and and streamlines our processes.
  • Storage of records for clients and projects
  • Streamlines communications between departments
  • Allows for fast emails and mass communications
  • More flexibility on pull down descriptions
  • Interfacing with Google better, especially emails
  • Search more intuitive
Insightly works well for long term use, to maintain records, conversations and schedule tasks. It it reassuring to know all data is stored and backed up. It is extremely valuable to our sales team as well as our production team. I also love how it connects information to the web on additional information on media contact that we have entered, allowing us to easily look more information.
March 10, 2023

Insightly is great!

Score 9 out of 10
Vetted Review
Verified User
Incentivized
Insightly is used to hold customer and employee information. We connect insightly to our phone system and agreememt website. We also used it to organize reports we check on daily basis
  • Allows a great a clear way to set up a customers project
  • Keeps track of clear changes by name of whag was done before and after
  • Allows us to make different reports and run them to break them down simpliar
  • Insightly lags when connected to phone systems
  • Insightly lags when connected to jorform
  • Insightlg lags when connected go Panddoc
For daily use and storage of information its a great resourse but if connected with our tools or websites it will cause insightly to lag
Score 6 out of 10
Vetted Review
Verified User
Incentivized
I mainly use Insightly API to pull data to a database so I can view it through Vue.js components. Some issues I would say is the process of even getting the API and the fields that we need is a lot longer and harder process than other services
  • The Dashboard at the front that is overview of data is helpful
  • Instructions on how to use the API Development
  • Insightly has trouble loading for sales
  • Insightly doesn't always sync up with what we need
If you are making calls and need to keep track for multiple companies who do all different thing I think it is set up very well for that. I have not personally used the Marketing for insightly but I have heard good things about it
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We mainly use it for project management, monitoring and capturing lead info and for the CRM aspects of the program, in particular email storage and sharing. We find that the email links are useful so everyone knows what has happened with a particular client and can pick up where the other person has left off.
  • Email links to project
  • Project and task management
  • Lead management
  • Easier user face
  • A better and cleaner looking project view
  • Easier edit functions on tasks
  • Better interaction with gmail
Very good for project and task management as tasks can be assigned to the appropriate team or person with ease. The ability to view a project’s progress could be improved however as only when you dig deep into the project can you see how it’s progressing. Better viewing functions would help for this scenario.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Insightly is used by everyone in our operations team however due to the complex UI, it’s not used as much as I would have liked. It’s a great tool, but in our organisation, under-utilised. I feel if Insightly improved the UI and integration it would offer better value for money to its customers.
  • Task management
  • User management
  • Difficult to navigate UI
I would ensure this is on your top list of management apps, but review it with others. It’s feature rich but difficult to work with.
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