Bending Insightly to my needs, and making it work! Great user-friendly software
December 13, 2016

Bending Insightly to my needs, and making it work! Great user-friendly software

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

Software Version


Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

I am the only one currently using Insightly in my office. I work daily to schedule meetings with external health care providers to be intentional about the practices we include on our referral lists, and during those meetings I also share information about our health care services in order to encourage referrals to our qualified providers. We are a four-state affiliate, so tracking all of the practices I'm meeting with in all of those metro areas was very challenging. Insightly has not only streamlined the record keeping process for my job, but has also allowed me to pull detailed activity reports to illustrate the amount of work I'm doing to my supervisors. It's been very useful in providing the executive team and the board updates on the number of providers and organizations I've touched, and in tracking patient referrals both in and out of our organization.
  • Inter-organizational and inter-contact tagging has allowed me to keep track of who knows who, and keep track of helpful connections when working to schedule meetings with new providers.
  • The reports feature has been very beneficial. You can be very specific while pulling reports, as long as you are actively tagging organizations and contacts in your daily tasks and events and notes.
  • The note-keeping feature is very beneficial. I can add notes about my meetings and correspondence for later reference.
  • My company uses Outlook software. I am always envious of companies using Gmail & Google Calendar, mostly because the Insightly integration looks like it would be wonderful, but I just simply don't have that option so I have to do a lot of data entry manually.
  • I wish the organization and contact tags were a bit more user friendly. It would be great if I could pull reports and export data just based on the tags organizations have, but I haven't determined how (this could be because I'm currently using the free version - we can't budget for a paid version of this software until our next fiscal year).
  • The technical support for the free version is nonexistent, which is understandable. That said, I don't have the budget for the paid software and right now I'm in the position of having to try and troubleshoot any bugs by myself.
I've hoped to track my activity as I touch external health care providers, and Insightly has been good for that. Because I'm not using it in a sales capacity, I use what I'm sure is a very watered-down application of the software's real capability. That said, it's been really helpful for me. My department is brand new and doesn't have much of a budget. This software has helped me achieve my goals of tracking referrals and external contact work very well.
I only did a bit of research before choosing Insightly. It looked to have the most user-friendly interface and I really liked the task list portion. I've never used any other CRMs, so I can't comment on that necessarily.
I am not a sales representative, so I am just using Insightly to fit my relations work needs. It's not really designed for use with my kind of work, but I'm making it work because it's so easy to use and we don't have any other options at the moment. I think it would be great for a sales rep, but for my work, sometimes it feels like I'm just using some features and ignoring others to make it fit my needs (e.g. the opportunities, projects, etc.). I've bent some of these features to work for me, but I'm not exactly using it as intended.

Insightly Feature Ratings

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