User Review of Insightly
February 03, 2025

User Review of Insightly

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Insightly

We use Insightly to manage our outreach, communication, and sales with both current clients and prospective clients. As an account manager, it helps me stay organized with all of my ongoing conversations with current and prospective clients, allows me to pull and access data easily, and strategize for future communication and sales.

Pros

  • Tracking what stage of the sale cycle a client or prospective client is in.
  • Tracking all communication with contacts and leads
  • Tracking data and detailed information of sales

Cons

  • The auto-fill function in Opportunities often does not pull information from the linked Contact
  • There are often issues with LinkMatch when adding a prospect from LinkedIn - I will add certain information from the LinkMatch extension on a prospect's LinkedIn page, save it, and then open it in Insightly to find that the information did not save and needs to be added manually.
  • Positive impact on standardizing prospect outreach process across our Sales team
  • Positive impact optimizing our Sales Operations, specifically keeping client and prospect data up to date and using that data to plan outreach
It is extremely usable, though it does take some focused customization and our Sales Operations team spent time customizing the way we use it to track client and prospect data and to track Opportunities through the sales cycle, then distilled that information through training with our Sales teams. Once customized and trained on the best way to use it for our specific needs, it is very usable.
I most appreciate the way that all of my ongoing sales with clients can be viewed in one place as a list view in Opportunities, while all my prospects can be kept as Opportunities in a different list views. It acts as an automated to-do list for me every week for who I need to be reaching out to and when, which means fewer potential conversations/sales are falling through the cracks.
I did not select Insightly for our company as I am a user but not a decision maker, but compared to Chronus, Insightly is a much more organized CRM. Chronus also had technical issues that slowed or prevented our work, and I have rarely run into that in my time using Insightly.

Do you think Insightly delivers good value for the price?

Not sure

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

In my experience, Insightly is great for managing accounts and sales with current clients, especially through Opportunities. I appreciate how customizable each of the pages is, so you can create systems that allow you to track the stages of the sale cycle in Opportunities, and stages of the outreach cycle for prospective clients in Leads.

Insightly Feature Ratings

5.7
Customer data management / contact management
8
Workflow management
5
Territory management
4
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
6
Quote & order management
Not Rated
Interaction tracking
2
Customer Service & Support ()
Not Rated
Marketing Automation ()
Not Rated
5.0
Task management
Not Rated
Reporting
5
7.0
Pipeline visualization
7
Customizable reports
7
5.3
Custom fields
6
Custom objects
6
API for custom integration
4
7.0
Role-based user permissions
Not Rated
Single sign-on capability
7
Social CRM ()
Not Rated
Not Rated
Marketing automation
Not Rated
2.0
Mobile access
2

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