Insightly is great!
March 10, 2023

Insightly is great!

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

Software Version

Professional

Overall Satisfaction with Insightly

Insightly is used to hold customer and employee information. We connect insightly to our phone system and agreememt website. We also used it to organize reports we check on daily basis
  • Allows a great a clear way to set up a customers project
  • Keeps track of clear changes by name of whag was done before and after
  • Allows us to make different reports and run them to break them down simpliar
  • Insightly lags when connected to phone systems
  • Insightly lags when connected to jorform
  • Insightlg lags when connected go Panddoc
Its a great software to used for daily use and storage of customer info and daily reports , there is only lags when connected to other software or websites
Insightly does a great job being able to daily provide us storage of customer information in a comfortable and clear way to view and read.
Insightly is by far best Crm ive used , very clear and spot on with organization and simplicity making it very user friendly for anyone of any age

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

For daily use and storage of information its a great resourse but if connected with our tools or websites it will cause insightly to lag

Insightly Feature Ratings

Customer data management / contact management
10
Workflow management
9
Territory management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
9
Interaction tracking
1
Lead management
9
Email marketing
9
Task management
10
Reporting
9
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
10
API for custom integration
9
Role-based user permissions
10
Single sign-on capability
10
Marketing automation
7
Mobile access
10