Small Business Review of Insightly
Updated October 05, 2021

Small Business Review of Insightly

Randi Yeaman | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Basic

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

Insightly is being used in our sales department to capture leads, proposals, and projects. It helps us monitor and track our sales pipelines.
  • Captures Business Cards
  • Captures Leads
  • Captures Opportunities
  • Linking information
  • Better Reports
  • Increased Sales
Not yet, still working on understanding pipelines
I selected Insightly for financial reasons. It does not compare well with linking items.
Well suited for sales, not so much for project management

Insightly Feature Ratings

Customer data management / contact management
9
Workflow management
4
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
4
Interaction tracking
5
Lead management
9
Email marketing
4
Task management
7
Reporting
7
Pipeline visualization
2
Customizable reports
2
Custom fields
9
API for custom integration
Not Rated
Not Rated
Mobile access
9