Insightly A Great Tool
October 02, 2025

Insightly A Great Tool

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

Software Version

Enterprise

Overall Satisfaction with Insightly

We used Insightly not only to catalogue our client bases, but also potential clients as well. It was a great to differentiate between the two and make notes on specific things about said PR's and client. Tracking these two important type of people was helpful. It also a very good marketing system.

Pros

  • Marketing
  • Differentiating Clients and PR
  • Tracking & Storing important information for Client
  • Taking notes on PR's and Clients

Cons

  • Easier Search options
  • Filter through phone numbers faster
  • More intuitive document storage
  • Positive Client Rention
  • Solid Lead Conversion
  • Easy trackable information
We were able to create a pipeline that would work for our specific business model, and adjust to some of the different ways that we run the company from most big business. The pipeline also made it easier for us to track specific clients status and making sure they would not fall behind, and was only possible due to the customization.
It definitely help the team stay on point and keep up with the many clients we had. We were able to check up on status of clients and their data in a nice and organized way. And searching through the database was simple too, so we would never get lost.
Insightly had overall way more flexibility then I had with NetSuite. NetSuite didn't have the creative pipeline abilities that Insightly had. Insightly had better data manage and tracking clients were way better and efficient then what NetSuite could deliver. NetSuite was behind when compared to the great options given by 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?

Yes

Did implementation of Insightly go as expected?

Yes

Would you buy Insightly again?

Yes

Insightly strives best as a CRM. It does well to help me find about certain people and make notes on people my business wants to avoid that tend to come back multiple times. The notes section has saved me in situations with irate PR's that always like to come back.

Insightly Feature Ratings

9.2
Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
6
Interaction tracking
10
Customer Service & Support ()
Not Rated
10.0
Lead management
10
Email marketing
10
CRM Project Management ()
Not Rated
10.0
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
API for custom integration
10
8.5
Role-based user permissions
7
Single sign-on capability
10
Social CRM ()
Not Rated
10.0
Marketing automation
10
Platform ()
Not Rated

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