February 10, 2016 go-go

Steve Trauba | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version


Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

I am a sole proprietorship and use it at least every day. It's used primarily for opps, projects, contacts and email storage for opps and projects. Helps me keep track of the opps and projects I am working on.
  • Integrates well with Google Apps.
  • Easy to use and understand.
  • Video tutorials are great for getting up to speed on the system
  • Saving an email via Gmail to a project or opp can be a bit slow.
  • Improved efficiency
  • Centralized contact management
  • Streamlined business processes
Yes, it has helped in managing opps and projects for me. I don't use the contact management as much because, for me, a lot of that is duplicated in Gmail. I do like the fact that I can save emails directly to an opp or project for review later if needed.
Great for small biz shops, which is my business focus. Don't know how well it would scale in larger shops.

Insightly Feature Ratings

Customer data management / contact management
Workflow management
Opportunity management
Integration with email client (e.g., Outlook or Gmail)
Interaction tracking
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
Task management
Billing and invoicing management
Not Rated
Not Rated
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Not Rated
Custom fields
Not Rated
API for custom integration
Not Rated
Single sign-on capability
Not Rated
Social engagement
Not Rated
Mobile access