Insightly - must have business success application!
Updated February 24, 2017

Insightly - must have business success application!

Nicola (Nicki) Morris | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version


Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

Insightly is the CRM of choice for The Neoteric Group and for our other line of business (Ignite Your Passion). We use Insightly on a daily basis to track our leads, opportunities, sales funnel, success rate and project progress. It allows me to ensure that all leads and opportunities are followed up with in a timely manner and track our projects through to completion.
  • Lead and opportunity tracking so we never miss an opportunity for follow up
  • Customization for key project milestones - improves ease of use
  • Project tracking and communication re: projects - improves communication and task setting
  • It currently meets all of our needs for a CRM
  • Increased Sales
  • Improved efficiency
  • Centralized contact management
  • Streamlined business processes
The above outcomes have been achieved as Insightly allows my business to ensure that we stay ahead of our opportunities and have efficient task and project management.
Insightly is more straightforward to use, allows for better task and project process management.
Microsoft Office
Well suited for a small business that has opportunities, leads, contacts and projects to track.

Insightly Feature Ratings

Customer data management / contact management
Workflow management
Opportunity management
Lead management
Task management
Single sign-on capability
Mobile access

Using Insightly

Insightly Reliability

It meets all of my CRM needs, easy to use, good customer service