Insightly Understands Small Business!
May 29, 2018

Insightly Understands Small Business!

Renea Hanks | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version


Modules Used

  • Insightly iOS / Android Mobile App
  • Basic

Overall Satisfaction with Insightly

Insightly was used by my organization to organize customer information. I needed a really simple CRM that I could teach someone quickly how to use it and store the information. She caught on real easy! It is easy, quick set up and frees for 2 users. As a startup, the cost is extremely important. That solved the issue as well.
  • Most importantly, it is cloud-based software.
  • Integrates perfectly with GSuite and Google products.
  • Mobility. Perfect for digital nomads.
  • It needs to be more robust. Search needs to be improved.
  • Lacks marketing automation.
  • Better support
  • Streamlined business processes
Yes, to an extent. I did because:
  • Ability to organize contacts quickly
  • Follow up on leads
  • Email tracking
  • Powerful integration tools
  • Mobility
  • Inexpensive
I did not because:
  • Lack of marketing automation
  • Email marketing automation
  • Support
Overall, I did accomplish much more than I thought were possible. My assistant was able to gain her confidence using a new software.
Much more simple software! The interface is clean and not busy. Simple is smart. Insightly is simple. It has tags which you can use to find all sorts of important information. You can tag by company, titles, basically any custom tag you create. On my emails, Insightly integrates with MailChimp for email campaigns. Zoho uses their own.
Insightly is well suited for startups. It is great for beginners who are learning how to organize contacts and deals with a simple system. Any company that needs different software to be able to work alongside Insightly (Integrations) can do this easily with Insightly. It is best for companies that are on a tight budget but need to make every single dollar count.

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
Task management
Pipeline visualization
Customizable reports
Custom fields
API for custom integration
Role-based user permissions
Single sign-on capability
Mobile access