Insightly providing insight
Updated November 14, 2016

Insightly providing insight

Douglas Psulkowski, P.E. | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Software Version

Professional

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

We use Insightly to track our interactions with customers, our customer database, and our open opportunities. We only use Insightly in the engineering department; there is no company-wide system. It addresses the problems of sharing points of contact across disciplines. It also allows us to track our opportunities much better.
  • Insightly allows you to organize contacts well. You can link contacts with multiple organizations and other things within Insightly.
  • It does a good job of tracking opportunities and what stage they are in. You can utilize various fields for this.
  • It allows customizations for almost all aspects of the system. This allows you to organize things how you would like.
  • The advanced reporting lacks some features.
  • The merge of organizations does not always work.
  • Sometimes it's difficult to tell what is coming up in the auto-populate when searching.
We hope to gain better understanding about our clients and how we access them. We want to keep better track of our opportunities and our pipeline of upcoming projects. We have had a good experience with Insightly and it has helped us do both of these things. We would like to increase the usage and have more of our employees involved.
Insightly is good for medium sized companies with lots of opportunities and room for growth.

Insightly Feature Ratings

Customer data management / contact management
8
Workflow management
5
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
3
Interaction tracking
7
Lead management
3
Email marketing
5
Task management
5
Reporting
4
Pipeline visualization
5
Customizable reports
6
Custom fields
7
API for custom integration
Not Rated
Single sign-on capability
8
Mobile access
5

Using Insightly

Very easy to use!

Insightly Reliability

The interface is very user friendly and easy to navigate. Reports can quickly be made, including custom fields.The website response has always been quick to load and has never been unavailable when I have needed access. They listen to requests for additional or custom features, and they hold workshops frequently to assist new and experienced users.