Insightly, nice if you like orange, but there are more useful applications available
March 07, 2023

Insightly, nice if you like orange, but there are more useful applications available

Paul Whittle | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Software Version

Professional

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

Insightly is used by everyone in our operations team however due to the complex UI, it’s not used as much as I would have liked. It’s a great tool, but in our organisation, under-utilised. I feel if Insightly improved the UI and integration it would offer better value for money to its customers.
  • Task management
  • User management
  • Difficult to navigate UI
  • Tracking communications between users is great
  • Linking of features / tasks / projects is excellent
  • Hard to remove duplicate data
I very much dislike the UI and UX Insightly offer
It varies depending on the department and function it’s being used for within departments.
Insightly has a lot to learn from Monday

Do you think Insightly delivers good value for the price?

No

Are you happy with Insightly's feature set?

No

Did Insightly live up to sales and marketing promises?

No

Did implementation of Insightly go as expected?

Yes

Would you buy Insightly again?

No

I would ensure this is on your top list of management apps, but review it with others. It’s feature rich but difficult to work with.

Insightly Feature Ratings

Customer data management / contact management
3
Workflow management
4
Territory management
2
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
5
Quote & order management
6
Interaction tracking
4
Lead management
4
Email marketing
7
Task management
10
Reporting
7
Pipeline visualization
8
Customizable reports
4
Custom fields
9
Custom objects
9
API for custom integration
7
Role-based user permissions
8
Single sign-on capability
6
Marketing automation
7
Mobile access
6