Insightly Powerful yet easy to use
August 22, 2025

Insightly Powerful yet easy to use

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

Software Version

Professional

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

Insightly is our CRM. We use it for customer relations as well as for our marketing. It is integral for all of our data. It is the central point for all of our information. We are able to engage with prospects then follow-up with them as they become leads. We can tehn create proposals and contract. Once they become a client we can manage that relationship through different projects we are working on with each client.

Pros

  • Ease of Use
  • Integration with other platform
  • Combination of Marketing and CRM

Cons

  • Addition of some minor additional design tools for landing pages
  • Mobile app for Marketing module
  • Greatly reduced repetitive tasks
  • Marketing Journeys keep prospect engagement alive
  • Reporting and dashboards save hours of compiling of data
  • Integration with other apps allows us to utlize the best tools for the job
Super intuitive. Ease of setup. Support is good. We have been able to tailor Insightly to meet our unique needs in almost every case scenario. The ability to automate communications with clients is a huge plus. Powerful in the ability to report on clients and projects. We can effectively track future and current clients
The real power of Insightly is to take the first piece of data as a prospect and move that prospect into the status of lead, then attach opportunities to leads or contact and create propsals through PandaDoc. Once a lead becomes a client we are able to track tehm through completion of projects. Just very intuitive and powerful
much simpler to impement, customize and deploy

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

Works well. Ease of use and deployment. Very robust set of features. Works well with other apps

Insightly Feature Ratings

8.6
Customer data management / contact management
9
Workflow management
8
Territory management
8
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
9
Interaction tracking
8
Customer Service & Support ()
Not Rated
9.0
Lead management
9
Email marketing
9
9.0
Task management
9
Reporting
9
7.5
Pipeline visualization
7
Customizable reports
8
9.5
Custom fields
10
Custom objects
9
API for custom integration
Not Rated
9.0
Role-based user permissions
9
Single sign-on capability
9
Social CRM ()
Not Rated
10.0
Marketing automation
10
6.0
Mobile access
6

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