Solid tool for a variety of businesses, small to large.
February 23, 2018

Solid tool for a variety of businesses, small to large.

Scott Curty | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version


Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

I am a Freelance Director/DP (video/film/photography). I use Insightly as my primary database for client contacts and more importantly, project management. Insightly allows me to track projects, and is the starting point for anyone I reach out to, or any project I work on.


  • Simple, one point access for clients, organizations and projects. Use Insightly more for PM than sales/Biz Dev. I can enter a new projects and quickly see a list of what projects are in which stage of the process, from not started to completed.
  • I can easily save emails (with attachments) directly back to its related projects. The attachments are automatically pulled and placed into the "files" area of the project.
  • The level of modification to fit difference business needs is great...there is so much I haven't even tapped into yet.


  • I just started using the new UX so there might be a way to do these things I'm about to state: Lock in the width of the columns so I don't need to resize each time I go to the projects page.
  • In Projects - the Project status WAS color coded. In the new UX its not! Why not? With Color Codes I could easily find and see where the projects are in the process. Yes, I know you can sort, but that's not the same.
  • In Organizations - I'd really like to see a tab/column for "Category". It was a no-brainer for me to see what categories the different organization fall under.
  • Change your Logo/font - The little heart make this look like a dating site, not a CRM platform. I like the color though.
  • Improved efficiency
  • Streamlined business processes
Being able to track my projects from getting the opportunity to conformation that I've been paid is important. without a platform, I'd be using Exel docs. Having data tied together (project, client, organization, notes and emails) is valuable.
It's difficult for me to say [where Insightly is well suited and/or less appropriate] being a freelancer. Admittedly, I use much less of Insightly than companies who use it for true CRM.

Insightly Feature Ratings

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


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