A suitable product.
Updated November 13, 2017

A suitable product.

Christophe Van Gampelaere 甘霖 | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version


Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

In theory it is used across the organisation, but I'd say the adoption rate is about 60%.
I use it mainly to:
- track and follow up on leads
- track opportunities
- track associates
- track organisations.

To a lesser extent, I use it to:
- report on sales pipeline, mostly on a regional basis. Because of the low adoption rate, we can't use it to report on a global basis.
- follow up on tasks
- send emails
  • Online tool, easy to share
  • Quite an intuitive interface, easy to implement
  • IOS interface
  • It creates duplicate contacts and companies, whenever I'm saving a mail to Insightly. I constantly have to remove duplicates.
  • I'd like to purchase additional business cards scans, but more scans only come with a more expensive subscription.
  • The feature to save emails to Insightly can't be activated from time to time: the 'save' button is left blank.
Outcomes hoped for and not/partially achieved because of low adoption rate
  • Visibility of leads, contacts, opportunities across our company.
  • Pipeline management and reporting
We hope for, and work towards higher adoption across the company.
We decided to give Insightly a try because of:
- reasonable pricing
- Gmail connectivity
It is a great tool to share CRM knowledge across the company. I know immediately who has links to potential clients, contacts and companies. I can share lead info, and use it for a team discussion around opportunities. It is less suited for project or task management. For that, I use TeamWork.com or Midaxo.

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
Email marketing
Task management
Billing and invoicing management
Pipeline visualization
Customizable reports
Not Rated
Mobile access

Insightly Support

Earlier this year, Insightly decided to just retain one email address per contact, and to delete the other email addresses. This means that all other email addresses are now lost for us.
As a consequence, we can no longer trust Insightly as a database to retain important customer information.
User support on this topic has been mediocre to arrogant (just check the customer support pages on this topic).
We are now reconsidering as a company the use of Insightly as our CRM tool.