Insightly is a great program when you need a whole system!
December 17, 2019

Insightly is a great program when you need a whole system!

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

Software Version

Professional

Overall Satisfaction with Insightly

Insightly is a giant address book for us, storing all of our contacts' information. We do not use all of the functions that we could be utilizing, as there are other programs that have the same functions. However, when we consolidate our systems, we will be using Insightly more since they do offer a lot for their customers.
  • Storing contact information.
  • Fulfilling tasks.
  • Better search function for Contacts
  • Honestly, everything else we just have to start using
  • We use it for our contacts, which has been positive.
I have not been a part of the selection process, but I do know that our company has looked at several other companies.
Insightly is well suited if a business is just starting up and has no systems in place, or for businesses looking to consolidate. It is a good piecemeal for a company like us that was looking for something specific, but had other programs in place for other areas. It is not for companies that already have other programs in place and are going to double up the systems. It has to be either one or the other, and it needs to be compatible with Gmail, Outlook, etc.

Insightly Feature Ratings

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