Insightly is a great program to track clients and leads. It allows us to do our job better.
June 26, 2014

Insightly is a great program to track clients and leads. It allows us to do our job better.

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version


Overall Satisfaction with Insightly

We use it to track contacts we have. It is primarily used to track our current clients, former clients and business contacts.
  • It allows you to sort with filters.
  • You can assign your contacts ID tags which you can sort into groups.
  • You can see everyone's activity on the home page which makes it easier to see what everyone else has done so don't duplicate efforts.
  • You can add notes, tasks and whether something is a project or opportunity.
  • It appears there is the ability to run reports, however, whenever I try to run a report it says there is not enough data. This is annoying.
  • The report features should be better and allow the user to create more reports.
  • When we want to sort by Current Clients, there should be a filter by date added. So we can see when they became clients.
  • When we sort by Past Clients, we should be able to sort by date they cancelled service. So we know when they dropped off.
  • Font is a bit small for contact info.
  • I think overall the program has helped the company's return on investment. We can now track deferred clients and recontact them to see if they are interested.
  • It has helped us to keep better track of leads and better notes on where we are at with the status of them.
  • Improved employee efficiency, especially since Brock's Academy is growing and now we have more clients and more leads.
  • Customer service is better because now we have a history and notes about each client contact.
We use both programs. Insightly does a better job of tracking contacts. But, Constant Contact does a better job for sending out mass emails that have a particular look and feel. If Insightly allowed us to create a customized look for emails and send them to a lot of people at once we would probably just use Insightly.
We will most likely renew as we have put so much work into building our database.