Great for the average user who just wants to get things done.
Updated October 05, 2016

Great for the average user who just wants to get things done.

Greg Ross | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version


Overall Satisfaction with Insightly

Insightly is being used:

  • as a CRM
  • for tracking customer tasks
  • for prospecting
  • Manage tasks. Insightly helps keep relevant tasks at hand and is very easy to work with.
  • Syncs with my email and calendar. Allows me to view all my business information together.
  • Helps me manage my customers' timelines appropriately.
  • Opportunity integration, to manage and track opportunities better. This may just be the way we have configured it but it does not work for us at all.
  • Salesforce integration - as I still have to use salesforce as a second crm.
  • Dashboard - love the way it looks I just can't make it work like we would like to.
  • Improved efficiency
Yes and no. Yes because it has helped me manage tasks and I feel that my existing customers are managed more effectively. No because I still have to use salesforce and that makes 2 CRMs I have to keep updated. I like the way that insightly interacts with me and my ability to access it from everywhere.
I like using insightly, I dont like using Maximizer or salesforce as they seem to not manage my workflow the same. With insighlty it's simply clicking through tasks, with salesforce it's cumbersome, and Maximizer required a genius to configure it. I would rather use only one CRM, at this time it would be insightly.
Its seems to be well suited to decentralised companies with a mobile workforce. As all the information is cloud based it makes it easy to access from a variety of points with little to no computer experience. This allows a company to not need a network manager to help them manage their customer base.

Insightly Feature Ratings

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

Using Insightly

Easy to open and use. create tasks. can access it from anywhere