Insightly Review
December 15, 2017

Insightly Review

Denise D. BA  Website Developer | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Free

Overall Satisfaction with Insightly

Every day, members of the team are pulled in a different direction. Insightly helps us maintain peace of mind by keeping everything in one place.
  • Project Tasks
  • Overall company organization
  • Improved sales and conversions
  • Attention to details of a consultant
  • Bulk email account creation
  • Email autoresponder
  • More project alerts
Insightly is well worth it. It's risk-free.
Insightly spoke directly to the needs of my business
Insightly is well suited for a small consulting firm. Covers all of the bases and even ones not thought of.

Insightly Feature Ratings

Customer data management / contact management
10
Workflow management
10
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
10
Lead management
10
Email marketing
10
Task management
10
Reporting
10
Pipeline visualization
10
Customizable reports
10
Custom fields
10
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
10
Marketing automation
10
Mobile access
10