Great product and worth a try.
March 13, 2015

Great product and worth a try.

Lucas McEntee | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Gratis

Overall Satisfaction with Insightly

Insighty is a great product, we use it across all sides of the business as our main CRM. Great sales tool, and our tech guys use it to sort customers into groups based on client technical platforms.
  • Easy to use.
  • Mobile app is excellent.
  • Free version does a lot.
  • Ability to sort clients would be better - its very sales focused and we use it other things as well, like customer groups, locations etc search would be good.
  • Very positive impact, easy to bulk upload leads and track who is looking after what customer.
Insightly is great for smaller businesses and startups.

Insightly Feature Ratings

Customer data management / contact management
8
Workflow management
8
Territory management
5
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
5
Interaction tracking
5
Channel / partner relationship management
7
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
10
Single sign-on capability
8
Social data
10
Social engagement
10
Marketing automation
10
Compensation management
10
Mobile access
10