Insightly: made to improve our timelines.
August 12, 2022

Insightly: made to improve our timelines.

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

Software Version

Professional

Modules Used

  • Insightly iOS / Android Mobile App
  • safari

Overall Satisfaction with Insightly

I use Insightly to manage all the projects we currently have in our pipeline. Our business problem is how to effectively manage all the 5k+ jobs we have. With several stages and phases, it is really hard to keep tracking all of them in a safe manner, and Insightly provides this for us. We use Insightly as project reports and have created custom objects to fill even more reports with important and relevant information.
  • Create projects.
  • Create reports
  • Fast in change of status.
  • More space on projects.
  • Less need for custom object to add more fields.
  • App could be a little better.
  • Deal size.
  • Management of timelines.
  • Management of thousands of projects.
As mentioned before, Insightly is a great CRM made to be used by companies that want to have their projects organized in an efficient way. Since our transition to Insightly 2y ago, we can make sure our projects are being taken care of, checking their timelines and creating new reports!
Working in a renewable company, we have several projects being edited at the same time, and Insightly allows us to do that. It also helped, by showing the project timeline on the top of the page, to improve our timelines and workflows to deliver the best customer experience possible to all our clients!

Do you think Insightly delivers good value for the price?

Yes

Are you happy with Insightly's feature set?

Yes

Did Insightly live up to sales and marketing promises?

Yes

Did implementation of Insightly go as expected?

Yes

Would you buy Insightly again?

Yes

I believe there aren't major problems that I have encountered while using Insightly. We used to use a weird CRM made of sheets that would force us to open several tabs. With Insightly, all information is on one page within the fields we created to be populated. I only think there could be more fields on the project page that will allow us to add more relevant information. Each department has its needs for fields that end up not being created due to the lack of remaining fields available.

Insightly Feature Ratings

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