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We love the Insightly CRM
Updated April 19, 2024

We love the Insightly CRM

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

Software Version

Professional

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

We use Insightly as our CRM to manage contacts, leads, and opportunities and build sales pipelines and dashboards. The ease with which Insightly manages our contacts and leads is incomparable. We haven’t found another CRM that can give us the same results with such ease! We’re beyond happy and confident with Insightly and the performance it’s given our team, and the price point is second to none.
  • Dashboards
  • Pipelines
  • Contact management
  • Lead Management
  • Event management
  • It’s helped manage our pipeline tremendously
  • Lead management has been made so much simpler
We love the customization and features we get with Insightly. And that we can use it with ease. Also the support team is so hands on and quick to answer any and all questions we have which is so helpful and important to our team who run at lightning speeds at times!
It’s made managing our contacts, leads and opportunities so much more manageable and easier. We appreciate all the functionality and support. And the fact that it’s so user friendly and laid out easily. You don’t have to have a nasa degree to understand the crm functionality! Which is so useful!
We’re looking to use a simple CRM that can fulfill our needs for a CRM. We needed to manage our Pipeline and Opportunities in a simple and easy format, that the entire team could utilize on a daily basis and Dashboard that were useable and changeable to our needs. Insightly has fulfilled these needs and more.

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

We love Insightly and its user friendly interface. We haven't found anything we haven't liked yet! We would recommend Insightly to any organization that wants to manage leads, use crm, have a good hold on their pipeline, etc. It's a one stop CRM that makes life easier for our Organization.

Insightly Feature Ratings

9.4
Customer data management / contact management
10
Workflow management
10
Territory management
8
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
9
Interaction tracking
10
Customer Service & Support ()
Not Rated
10.0
Lead management
10
Email marketing
10
10.0
Task management
10
Reporting
10
10.0
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
Social CRM ()
Not Rated
10.0
Marketing automation
10
10.0
Mobile access
10

Using Insightly

9 - CRM management, Lead management, Pipeline management, Sales processing, Email automation, Note management, follow-up documentation, getting leads from our website and reach-outs, etc. We use it on a daily basis across our entire Organization and our Dashboards are constantly being updated for our needs for all our team. We love it.
3 - We have 3 people trained on Insightly that we use to help our team with needs and or any questions that may arise on the usage or utilization of Insightly. If we cannot answer the team questions we reach out to our Insightly help team and they are very quick to reply and help us with answering our questions.
  • Dashboard
  • Pipeline
  • Leads
  • CRM
  • Pipeline
  • Emails
  • Event Management
We continually find new uses for Insightly and new ways we can improve our daily usage, so we don't foresee using another product in place of this CRM tool. We are happy with Insightly and plan on renewing when we're due to renew in July at this time. Thank you.

Evaluating Insightly and Competitors

  • Ease of Use
We wanted something that was easy to use, easy to implement, easy to set up and easy for the team to start to daily use. If it was complicated they would not try it. Luckily we had a great onboarding team to help us train and get started right away so our team was ready to go from the start, and includes any new hires as well.
I would not change anything.

Insightly Implementation

We had a great onboarding trainer for when we joined Insightly. Thank you Dylan and team! We appreciated your support, patience, and dedication to ensuring we were trained and knowledgable before you cut us loose! We felt very well equipped and ready to go and ready to train our team too!
  • Implemented in-house
  • We didn't have Issues

Insightly Support


The Support from Insightly is second to none. They are so quick to respond and help. I am very impressed and they're so knowledgable and willing to go above and beyond to answer any questions that arise. Very happy and impressed and even the simple questions, they are happy to assist.
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
It was included in our package.
They provide exceptional service with every question we've asked to this point. I am throughly impressed every time we've had to reach out, because even a question that seems small or ridiculous they're eager to assist and answer. It's appreciated and so awesome how helpful they are. One reason we love Insightly

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
  • CRM
  • Dashboards