Insightly Delivers What It Promises
January 03, 2018

Insightly Delivers What It Promises

Alvaro Satrustegui | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version


Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

It is used across the whole organization. It helps to report on sales, to work as a team, to manage projects and to automate tasks and workflows. We also have a detailed view of what the problems are and are able to give solutions on the fly. The integration with Evernote, MailChimp, and Slack helps us work much more efficiently.
  • Insightly integrates CRM and Project Management
  • Insightly includes workflows and automation
  • Insightly's integration with MailChimp simplifies lead's management and digital marketing in general
  • Insightly helps team members to work together efficiently as all information is gathered in one place
  • There should be a chat for improving comms within team members
  • Reporting is not as good as it can be. It should be easier to config.
  • Support should have a chat service
  • Increase in sales.
  • Improves efficiency of teamwork.
  • Better control of KPI'S.
  • Better service to clients.
  • Reduction of costs.
  • Reduce response time.
Insightly is more comprehensive than the others except for maybe for Vtiger. Price/quality relation is better in Insightly. The learning curve is lower with Insightly.
Scenarios where it is well suited: Task management, control of KPI, contacts management, opportunity management, workflows, and automation.

Scenarios where it is less appropriate: Project management, Mobile App

Insightly Feature Ratings

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

Using Insightly

9 - From CEO to reception. Everybody uses Insightly
10 - IT manager, Sales manager
  • Opportunities
  • Tasks
  • Contacts
  • Projects
  • Workflows with Opportunites and Projects
  • Project using personalized fields
  • Contacts management
  • New Automatization with Webhooks
  • New Workflows
  • New integrations
Because we are doing well with Insightly and we expect to improve it.

Evaluating Insightly and Competitors

  • Price
  • Product Features
  • Product Usability
  • Third-party Reviews
Product Features: Insightly has all the features we need in one application, plus all integrations with the other apps we use.

Insightly Implementation

Yes. Don't worry if it does not work perfect the first time, you can edit all of it and change any part until it works for you.
Yes - 
1) Tasks
2) Opportunities
3) Projects
4) Reporting
5) Workflows
Change management was a big part of the implementation and was well-handled - Implementing Insightly gave us a much better idea of our work processes and the level of service we were delivering.

  • Team members resilience to change
  • Getting used to routines
  • The idea of working with an application that measures your performance

Insightly Support

Support is good in Insightly but I miss a chat service.
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
Yes - Yes it was
Yes. It was when shifting to the new user experience. We had a problem with dates update as we use it in Spanish. The support was excellent and had 3 Insightly team members interacting with me. The bug was solved in 3 days time. I was delighted with how much care they put on this issue.

Using Insightly

Because usability is one of the great things about Insightly
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Quick to learn
Feel confident using
  • tasks
  • activity sets
  • pipelines
  • workflows
  • reporting