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Insight on Insightly
January 19, 2020

Insight on Insightly

Kristina "Shoots" Wiggins | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Professional

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

Insightly is currently being used as a client management system that mainly focuses on accounts/clients and new business development but also a bit of applicant tracking. It’s imperative for me to be organized especially when I’m wearing multiple hats. Insightly provides that for me.
  • Task management
  • Organization
  • Price
  • Features
  • Organization that helps growth
  • No overhead cost
Honestly there is no harm in trying out Insightly as they offer a free trial. I feel that there are so many platforms out there that you have to use what works for you, your business and team.

Insightly Feature Ratings

10.0
Customer data management / contact management
10
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
10
Interaction tracking
Not Rated
Customer Service & Support ()
Not Rated
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
Not Rated
Task management
Not Rated
Reporting
Not Rated
10.0
Pipeline visualization
10
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
Social CRM ()
Not Rated
Not Rated
Marketing automation
Not Rated
10.0
Mobile access
10