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Great CRM, Lacks A Little On The Project Management Side
Updated April 28, 2016

Great CRM, Lacks A Little On The Project Management Side

Devin Sizemore | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Insightly

We decided to move to Insightly to replace our project management tool and CRM system. We were using Salesforce for our CRM, but wanted something that was similar to implement. Until recently we used Insightly for both the CRM and project management and have just recently moved the project management to a more robust tool. The goal was to have one tool for both, but we needed a little more functionality on the project management side. The CRM is still going strong!
  • Task management when used as a CRM is great! Easy to add follow up tasks and connect contact information to tasks.
  • The amount of information you can add for people and companies and the how you can relate everything inside of Insightly allows for easy use.
  • The ability to send out emails from a task is a great feature and I love that I can see what other team members have sent out.
  • The project management side of the tool could use some work. It is missing milestones, workload management for team members, and dependent tasking.
  • We are able to better track leads and the sales process, wish they had an integrated quote system to send proposals.
As a CRM Insightly is great, but it lacks some advanced functions on the project management side of the tool.
If you are looking for a simple yet robust CRM, then Insightly is for you. If you are looking for a tool that can be both a CRM and a project management tool and have a smaller amount of projects and team members it is still good for you. As your team grows or the number of projects grows you may want to look for a different project management tool.

Insightly Feature Ratings

8.1
Customer data management / contact management
10
Workflow management
5
Territory management
Not Rated
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
6
Quote & order management
6
Interaction tracking
10
Channel / partner relationship management
10
5.0
Case management
5
Call center management
5
Help desk management
5
8.5
Lead management
10
Email marketing
7
8.7
Task management
10
Billing and invoicing management
8
Reporting
8
7.7
Forecasting
7
Pipeline visualization
9
Customizable reports
7
8.5
Custom fields
10
Custom objects
7
Scripting environment
Not Rated
API for custom integration
Not Rated
7.0
Role-based user permissions
7
Single sign-on capability
Not Rated
7.0
Social data
7
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
7.0
Mobile access
7

Insightly Reliability

Usually the website loads fine. I did not give it a 10 because there have been times when the website will load in a non-coded format that is impossible to use. It can take a decent amount of refreshes to get it to reload. In addition, I had a problem with categories erorring the other day which was weird. However, these are both small problems and everything works great the majority of the time.