You wont regret implementing Insightly
August 25, 2025

You wont regret implementing Insightly

Katrina Rowe | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Insightly

I am a Management Consultant and I work across many CRM's including Insightly. One or my clients in the Construction Industry uses Insightly for Account & Contact Management, Customer Service, Sales Opp Managment including tenders and Project Management. This includes use of reports and dashboards.

Pros

  • Dashboard creation
  • Opportunity Management
  • Overall ease of use with customisations

Cons

  • Dashboards - you should be able to click on the data and be taken the source data in a table format
  • Professional to Enterprise version costing - its a huge jump in price - when all that is typically needed is more dashboards and record storage
  • Related fields ability to add more columns i.e. Contacts related to an Org - add new fields/columns in the related view
  • Local to Australia support for urgent issue help.
  • We don't need a dedicated Insightly expert on staff - just an internal super user.
  • Doing a detailed analysis of why we win and lose opps is helpful for refining how we direct our product and design teams.
  • Team members all know what is going on with Organisations we interact with, so there is less animosity between teams due to the visible data.
It is the easiest CRM I have ever used to manage, customise and view data. As a consultant, I work with whatever CRM my clients have installed and this means I have used nearly all CRM systems that exist on the market. I wouldn't recommend many of the others when it comes to ease of use.
My client doesn't use the Insightly Marketing or Service platforms. They built a service module as a custom module and they use an external Marketing platform. Workflows & performance on Opportunities and Projects are easy to optimise as its easy to see where issues with workflows and performance need work. It literally takes two seconds to update a workflow!
I wasn't involved in the selection of which CRM my client chose. Insightly was already implemented when I started working with my client.

Do you think Insightly delivers good value for the price?

No

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

Insightly is well suited for Contact management, Opportunity Management & Data Analysis. The best part about Insighlty is how user friendly it is.

Insightly Feature Ratings

9.5
Customer data management / contact management
10
Workflow management
8
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
Not Rated
Interaction tracking
9
Customer Service & Support ()
Not Rated
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
10.0
Task management
10
Reporting
10
10.0
Pipeline visualization
10
Customizable reports
10
8.7
Custom fields
10
Custom objects
7
API for custom integration
9
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Social CRM ()
Not Rated
Not Rated
Marketing automation
Not Rated
Not Rated
Mobile access
Not Rated

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