My Insight
December 08, 2017

My Insight

Michael Liszkiewicz | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Free

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

It allowed me as a small business to load up contacts I wanted to reach. Was a great tool for a CRM actually. I like the interface on ZoHo better though. The app itself is alright but I wouldn't refer it to anyone for that aspect. Overall 7/10 for Insightly. Didn't get amazing results but it was helpful as a free CRM.
  • Quick Contact Add
  • Easy Task Add
  • Decent Interface
  • Interface look
  • Integrations
  • Overall Use
I received some new business using it to organize contacts and leads but I only used it for a couple months before it got tedious. Although that happens with every CRM I feel like if the UI was better I would have used it longer. The UI needs a better user-friendly look.
It's just one notch below each on in all honesty. Salesforce has reports and integrations, Zoho has a great UI, and HubSpot has email open notifications. If the vendor combined all of those features into their platform it would be an A+. For now, Insightly doesn't pale in comparison but is not as close as it could be to the top dogs.
It is better suited for a small business, not an enterprise organization. I actually had a conversation with someone in a similar space but I didn't even bring Insightly up. I brought up HubSpot because of the email open function. I know they are a MAT/CRM together but if Insightly had that feature I would give it a 10.

Insightly Feature Ratings

Customer data management / contact management
8
Workflow management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Interaction tracking
8
Lead management
5
Email marketing
4
Task management
8
Reporting
8
Pipeline visualization
7
Customizable reports
9
Custom fields
6
API for custom integration
5
Role-based user permissions
9
Single sign-on capability
8
Marketing automation
2
Mobile access
5