Insightly has great potential!
Ashia Ackov | TrustRadius Reviewer
January 18, 2020

Insightly has great potential!

Score 8 out of 10
Vetted Review
Verified User
Review Source

Software Version

Other

Overall Satisfaction with Insightly

So, in the entertainment field, we are always looking for leads. We are a quarterly magazine and really need a way to follow-up with our contacts and keep information in order. Our social media team used Insightly for these needs for a little over a year, starting from the free trial version, then switching over to Pro.
  • Simple point and click lead creation.
  • Although most people use Insightly for sales, we use it to keep a list of contacts and notes. A lot of these contacts have been featured in our magazine, when we may have met at a festival or event. Easy to keep notes and individual information.
  • The mobile app is lacking.
  • You need to study the system a bit before you know how to use it.
  • Insightly has helped our team gather and exchange leads all in one place.
  • It is easy to share reports and up-to-date information on the go.
If I had to choose one software over another, Mailchimp worked great for our needs. You can jump right in and not be lost, easy to use, stand-out features, and customizable. Insightly lacks most of those things I just mentioned. We are currently using Mailchimp. However, as stated earlier, we used Insightly for project management and not sales, so Insightly may be perfect for those using it in the sales field.
I would recommend Insightly because it is a great project management tool for large or small businesses. I can't speak on the sales side of this software, but as far as project management, it is great. The reason I would give it an 8 out of a 10 is that the email from mobile didn't work for what we were seeking. You could not, at the time, send an email from the mobile app. Since we are always on the go, that feature is a must.

Insightly Feature Ratings

Customer data management / contact management
10
Workflow management
8
Territory management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
5
Quote & order management
Not Rated
Interaction tracking
10
Lead management
10
Email marketing
10
Task management
10
Reporting
10
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Custom fields
1
Custom objects
1
API for custom integration
1
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Marketing automation
7
Mobile access
7