Pros and Cons of Insightly
February 21, 2019

Pros and Cons of Insightly

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Basic

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

It is being used by a limited number of individuals within my immediate department.
  • Exceptional reporting and alert capability
  • An abundant number of templates for use across multiple applications
  • Email capacity is quite large
  • Not best suited for very large-scale businesses
  • Reporting capability is great but there could be additional options for customization
  • Sometimes there are results in duplicate entries/records which can lead to unproductive time
  • Lack of lead pipelines hurts ROI
  • Incredible user interface
  • Tracking organization hierarchies could be cleaner
It is well suited for reporting but limited at times in terms of templates.

Insightly Feature Ratings

Customer data management / contact management
8
Workflow management
7
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
Not Rated
Lead management
7
Email marketing
10
Task management
6
Reporting
7
Pipeline visualization
7
Customizable reports
9
Custom fields
6
API for custom integration
7
Role-based user permissions
7
Single sign-on capability
7
Marketing automation
8
Mobile access
7