Insightly Discernment
November 02, 2016

Insightly Discernment

Arlene Brooks | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Software Version

Free

Overall Satisfaction with Insightly

Insightly is currently being used across our organization to record opportunities, related contacts (CRM), resulting projects, and the tasks to completion. The use of Insightly allows us to see the conversion rate of opportunities to projects, to assign work, and view the progress of tasks on projects to completion. Additionally, Insightly allows us to build, record, and analyze our workflows.
  • Insightly is easy to use. Most functionality is logical, intuitive. It jut works.
  • When you do need assistance, the documentation, tutorials, and Help files are well thought out, and easy to follow.
  • Insightly provides wonderful feature sets at every level.
  • So far, I honestly have not found any functionality lacking in Insightly.
  • Improved efficiency
I am still building out workflow processes in Insightly. However, those that I have built have increased our efficiency by:
    • Clearly documenting process steps
    • Allowing us to review & tweak our processes while building them out in Insightly
    • Providing a better view of project & task status
Of all the products I tried, Insightly was the most intuitive to configure & use. It felt like a very clean & efficient application to use.
For a small business that needs CRM, project management, or process management, on a tight budget, Insightly fits the bill. The initial functionality of the free version provides all the basics, including some very rudimentary reporting.

Insightly Feature Ratings

Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
10
Lead management
10
Email marketing
10
Task management
10
Billing and invoicing management
Not Rated
Reporting
10
Forecasting
10
Pipeline visualization
10
Customizable reports
Not Rated
Custom fields
10
API for custom integration
Not Rated
Not Rated
Single sign-on capability
Not Rated
Not Rated
Social engagement
Not Rated
Mobile access
10