Insightly CRM
February 02, 2018

Insightly CRM

John Hughes | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Insightly

We use Insightly across our whole company, It allows us to be very productive and organized. It has plenty of amazing features like assigned tasks & email notifications. The GUI is very beautiful and easy to use, and the reporting features have lots of options which makes the process simple and painless.
  • Very good price for a CRM solution.
  • Beautiful GUI with lost of customization fields.
  • Very easy to use, great customer support.
  • Integration with third party apps does not work properly in some cases ex: Outlook
  • The mobile app is not very user friendly
  • No backup options
I've achieved everything I wanted with this software, it has saved me countless hours and has made me more efficient. Our company can generate beautiful and good looking reports, and sort contacts with just a mouse click. I would recommend this solution to any organization wanting to increase their productivity.
Insightly does not have any competition, they are the best CRM solution out there. The price is great, cheaper than all the other options available. It also looks better, is faster and has more options. I have used Esign in the past and was not satisfied, it lacked many options and features that Insightly has. I can safely say Insightly is far superior in every way.
If your company is looking into purchasing a CRM solution look no further, Insightly is the best CRM program on the market. Easier to use than other solutions, great GUI and tons of features and options. Customer support is outstanding and pricing is just right. For those of you currently using another solution please check this one out, you won't regret it!

Insightly Feature Ratings

Customer data management / contact management
9
Workflow management
10
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
7
Interaction tracking
9
Lead management
9
Email marketing
9
Task management
9
Reporting
9
Pipeline visualization
9
Customizable reports
9
Custom fields
9
API for custom integration
9
Role-based user permissions
9
Single sign-on capability
9
Marketing automation
9
Mobile access
6