Insightly. A totally FREE cloud-based CRM you ought to try!
Updated November 14, 2016

Insightly. A totally FREE cloud-based CRM you ought to try!

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version


Overall Satisfaction with Insightly

I use Insightly for the CRM features, email templates and task management. It's helpful to have one place where I can store all contact info and correspondence about my prospects.
  • Easy and intuitive interface
  • Adding tags to manage lists of prospects
  • Automated emails are very helpful
  • Connections between Contacts and Companies are clunky I find. It would be nice if that could be ONE interface with a clickable link that would easily show all people in the one company.
  • It would be nice to be able to duplicate all fields when adding a new person to an existing company
  • Increased Sales
  • Centralized contact management
Insightly helped me to stay in touch with prospects and automate emails.
I found it was a very comprehensive solution though and somewhat daunting to understand all of what it could do.
Perhaps a module approach would be nice, whereby people could use it at a very basic level then activate additional features if they need or want them. If they didn't want or need them they'd be invisible until activated and could only be activated after watching a tutorial that showed their proper use and setup. As it is now, it feels like opening Photoshop when all I want to do is crop an image.
I liked Bitrix but was pissed off when I left it alone for a few months and my account was deleted. It was also WAYYYYY too complicated.
Husbpot CRM looks good but is a bit pricey.
Small companies looking to manage sales leads would do well to try Insightly.
The free version is still very powerful and the paid version is well-priced vs some other CRMs.

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
Task management
Billing and invoicing management
Not Rated
Pipeline visualization
Customizable reports
Custom fields
API for custom integration
Not Rated
Single sign-on capability
Social engagement
Mobile access