INdightly is in my DNA
February 22, 2018

INdightly is in my DNA

Nick Walters | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version


Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

Insightly has become a part of my DNA. I use it every day. I have multiple businesses that have different sales funnels and sales processes and Insightly helps me track all of that in one place.


  • I can track my leads and track them by their group.
  • The ability to have emails in one place for me to see a record of how projects are moving forward is particularly helpful.
  • I also like the tasks option so I don't forget what I am supposed to do and when. The function of setting a task that fits my calendar is VERY helpful. For example, Call So and So at 10:30 next Thursday means at 10:30 I have scheduled office time for sales follow up. Getting a task reminder while I'm at another meeting can be distracting and scheduling a specific time for tasks is very helpful.


  • There needs to be a cleaner way to manage data and contacts and leads. Being able to have all my contacts in alpha order as I want them (last name, first name, organization name, etc.) would be so helpful.
  • Improved efficiency
Having all my files and projects and emails in one place is a major benefit.
It was "bulky" and didn't allow functionality. I started using Insightly because it was free.
This is an excellent sales tool.

Insightly Feature Ratings

Customer data management / contact management
Workflow management
Opportunity management
Integration with email client (e.g., Outlook or Gmail)
Lead management
Email marketing
Task management
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Not Rated
Custom fields
Not Rated
API for custom integration
Not Rated
Role-based user permissions
Single sign-on capability
Marketing automation
Not Rated
Mobile access
Not Rated


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