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Insightly has great Gmail integration
Updated July 15, 2022

Insightly has great Gmail integration

Robert Gephart | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Insightly

We have three employees. Two of us use Insightly. We use it for two purposes: to keep all of our customer contact data and to record our client interactions.
  • We use the Gmail widget to easily save emails from clients.
  • You can easily select a specific client from the search bar on their website.
  • The Gmail widget doesn't always load.
  • It seems like I have to merge contacts that the system should know are the same.
I did a lot of research 5 years ago. We picked Insightly. We were using the free version. When we ran into the data cap, we looked again and decided not to migrate our data and instead started paying for the service. It works fine. We are happy.
The reason that we picked insightly was the low cost and the Gmail integration. If those are things that someone is looking for, I would recommend it.

Insightly Feature Ratings

8.0
Customer data management / contact management
7
Workflow management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
7
Customer Service & Support ()
Not Rated
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
Not Rated
Task management
Not Rated
Reporting
Not Rated
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Not Rated
Custom fields
Not Rated
API for custom integration
Not Rated
10.0
Role-based user permissions
Not Rated
Single sign-on capability
10
Social CRM ()
Not Rated
Not Rated
Marketing automation
Not Rated
Not Rated
Mobile access
Not Rated

Using Insightly

2 - We use Insightly to meet compliance requirements to store client interactions across our business. It allows us to combine interactions into one place for review and storage. It integrates into our gmail interface so that it is easy to use. It is the one place we need to look to see what we have been saying to clients. It keeps us all in the loop.
1 - As with all CRM software, if you put garbage in, you will get garbage out. We are a small firm, so we don't have a lot of data in there, but it does take at least one person to make sure that what is put in, is linked to the right clients.
  • Meets our compliance requirements
  • Keeps all of our client communication in one place
  • Keeps all employees up to date on what is going on with each client.
  • We really like the way that it is integrated into Gmail
  • It is quick and easy to save emails
  • We need to expand our usage to track our new leads
  • We could use it to determine who is more effectively communicating with clients
We like the ease of use and integration of Insightly with our email system. Also, the unfortunate truth about CRM software is that it tends to be a roach motel. Once you get your data in, you need to keep using it. While we like the product, we know we can't easily get away from it either.