We love InSightly in our office!
Updated October 24, 2016

We love InSightly in our office!

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

Software Version

Free

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

Our entire office uses and loves InSightly. We cannot live without the organization the task list provides and being able to add contact info that everyone can access is a big, hairy deal. And wonderful!
  • Great task manager with all the features we need.
  • Contact manager is the best, we love it in our office.
  • Easy to use, too!
  • It's all good!
  • Improved efficiency
InSightly has significantly helped our office be more organized and productive on a daily basis.
I prefer InSightly's user interface to that of Constant Contact.
I cannot imagine anyplace it wouldn't work beautifully!

Insightly Feature Ratings

Customer data management / contact management
10
Workflow management
Not Rated
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Interaction tracking
Not Rated
Lead management
10
Email marketing
Not Rated
Task management
10
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
API for custom integration
Not Rated
Not Rated
Single sign-on capability
Not Rated
Social engagement
6
Mobile access
10

Insightly Reliability

We love, love, love Insightly and how it keeps us organized!