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Insightly is worth it
Updated September 29, 2023

Insightly is worth it

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

Software Version

Professional

Modules Used

  • Insightly iOS / Android Mobile App
  • Web

Overall Satisfaction with Insightly

We use Insightly to keep client communications in order and link contacts to opportunities. We use it to keep track of lost, open and won opportunities to service the correct people. This application is used in conjunction with other applications we use to keep our business running effectively and efficiently.
  • Displays tasks in an organized manner
  • Easy-to-use system
  • Allows for custom categories in contacts and opportunities
  • Allows you to see others’ task lists
  • More personalization
  • Hover over notes to see the body instead of having to click it
  • Being able to open notes as pop-ups
  • More effective task organization
  • Allow for team members to remove tasks from set stages when not applicable
  • Proper record keeping
  • Easy client access
  • Contact & opp link efficacy
We do not use this platform to communicate with clients. We use this application in conjunction with another platform for client communication. All client communication is then recorded in Insightly to be referenced at a later date if needed.
We do not use marketing or email from Insightly. Our company does not use any marketing materials in general.

Do you think Insightly delivers good value for the price?

Yes

Are you happy with Insightly's feature set?

No

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?

Yes

Pros: Task list is easily managed, layout is easy to learn, opps and contacts connect effortlessly, can be used on cell, can add attachments to opps for future use.
Cons: Note details are not easily accessible, cell phone app is not very user friendly, not enough personalization, can’t change much on the personal preferences

Insightly Feature Ratings

9.3
Customer data management / contact management
8
Workflow management
10
Territory management
Not Rated
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Quote & order management
Not Rated
Interaction tracking
Not Rated
Customer Service & Support ()
Not Rated
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
3.0
Task management
Not Rated
Reporting
3
8.5
Pipeline visualization
10
Customizable reports
7
9.3
Custom fields
10
Custom objects
10
API for custom integration
8
7.5
Role-based user permissions
5
Single sign-on capability
10
Social CRM ()
Not Rated
6.0
Marketing automation
6
2.0
Mobile access
2

Using Insightly

6 - Agents, Admin, Lead
6 - Basic computer skils
  • Contacts
  • Tasks
  • Opportunities
  • Client organization
  • Task memory
  • Clear list satisfaction
  • Email
  • Marketing
  • Client amount
It is our main point of organizing contacts and recording enrollments

Evaluating Insightly and Competitors

  • Price
  • Product Features
  • Product Usability

Insightly Implementation

Insightly Support

Always available
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
Yes - Yes
Insightly crashed and the team had it up ASAP

Using Insightly

ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Tasks
  • Making contacts
  • Linking opportunities
  • Reading notes
  • Editing tasks from pipeline stage
Yes - The mobile interface is not user friendly and I don’t use it at all unless I absolutely have to.