A great CRM tool - to help all internal teams be informed and knowledgeable
August 10, 2022

A great CRM tool - to help all internal teams be informed and knowledgeable

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Plus

Overall Satisfaction with Insightly

We use Insightly as our CRM tool – both for tracking new business sales leads as well as documenting all information related to our current clients. We also use it to track all projects and refer tasks to internal departments for provisioning, invoicing and reporting. It's our main location to house client-specific information, and multiple departments access and use it.
  • It's great as a central place to house customer information, where all internal teams can access it.
  • I like that you can save Activity Sets for repeatable task sets that are needed in different project types.
  • Insightly has so many more features and custom reporting that I personally have not used; it is great because as our company has evolved, so have the ways we use the tool.
  • My main concerns are with the "small" things, such as if I link a Project to an Organization, and then I create a task under the Project, it doesn't also automatically link to the organization.
  • When I open an Org or Project tab after a search, it only takes up less than half of my page. Not sure how to make it show as full page.
  • When I save the width of a column on the Relate or Activity tabs (so that I can read the full title for instance), it does not hold that size the next time I return to that view. I have to re-size it each time.
  • Has helped us work more as a team, where everyone has access to information, instead of it getting lost in individuals' email. Thus we've been more informed and organized in working with our clients.
Overall, it has great features, but if some of the user details were more intuitive and logical, I'd be pleased overall.
As mentioned before, has really helped with managing customer data across internal groups.

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?

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

I can envision Insightly being useful in a wide variety of company types and situations.

Insightly Feature Ratings

Customer data management / contact management
9
Workflow management
9
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Quote & order management
9
Interaction tracking
9
Lead management
8
Email marketing
Not Rated
Task management
9
Reporting
8
Pipeline visualization
8
Customizable reports
9
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
Marketing automation
Not Rated
Not Rated
Mobile access
Not Rated