Data - Tasks - Communications
November 01, 2021

Data - Tasks - Communications

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version


Overall Satisfaction with Insightly

We use Insightly on the Program (Operations) side of our organization. We track our constituents and constituents on the waiting list. We use Insightly to track funding, activities and contact information for each of these constituents. We use it for communications and to track the frequency of our outreach to them.
  • Formatting of our pages
  • Ease of Data Entry
  • Task Tracking
  • Queries
  • Reports
  • Without putting information in Notes, there is no way to maintain multiple fields' yearly information over several years.
  • Would like to be able to edit (re-order) the list of LIST VIEW queries
  • It would be great if the STATE field had a dropdown with the states listed
  • In NOTES, you can report on Comment count - It would be nice you could report on comment count in TASKS also
  • Close communications with our constituents has tripled due to implementing tasks and updating notes.
  • Have increased participation in our program by 75% by implementing improved communications tracking
  • Increased accuracy of our data by 95% by using reports to compare monthly Insightly results to raw data sources.

Do you think Insightly delivers good value for the price?


Are you happy with Insightly's feature set?


Did Insightly live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Insightly go as expected?

I wasn't involved with the implementation phase

Would you buy Insightly again?


The software is easy to learn. Data entry is seamless and easy to navigate. It works best for Year-to-date data, but without putting information in Notes, there is no way to maintain multiple fields' yearly information over several years.
Email templates are useful and easy to use. Tasks are convenient for managing workflow.
There was a simple functionality that just changed - without warning. When we asked that it be repaired back to its original form, it took several months. We don't know if it is because we don't pay for the highest level of the software, but it seemed like it took too long.
Often when we ask other questions about functions of the software, the response we get is that we should buy a higher level (a level which would not suit our needs as a small nonprofit organization)

Well suited to containing and reporting many details of current data but less well-suited to long term data that needs to be reported on and compared throughout several years.

Doesn't seem quite right for a full donor database - not as many of the capabilities we look for in that type of system.

Insightly Feature Ratings

Customer data management / contact management
Workflow management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
Interaction tracking
Lead management
Not Rated
Email marketing
Not Rated
Task management
Pipeline visualization
Not Rated
Customizable reports
Custom fields
Role-based user permissions
Marketing automation
Not Rated
Mobile access