Integral part of our process
October 21, 2025

Integral part of our process

Anonymous | TrustRadius Reviewer
Score 7 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 an all encompassing CRM for sales and production pipeline management. It allows us to keep all the information in one place and have multiple users get alerts as different actions happen throughout the pipelines.

Pros

  • Pipeline management
  • Automate alerts and emails
  • calendar integration

Cons

  • the task feature can be cumbersome, especially with automating reminders
  • sometimes the coding information is too detailed for a non-tech-literate person
  • Insightly has become an integral part of our sales process and project management. We couldn't operate without it.
  • We have seen less mistakes and errors in our business since our whole team has embraced Insightly
I've found that it can be tricky to understand at first, but once a user becomes familiar with the platform it's fairly intuitive. Sometimes creating custom list views, and reports are hard for users. Especially creating reports is very confusing without instruction
Since we have remote workers and different people doing different tasks all around one project, Insightly has become integral in our business. There wouldn't be a streamlined way for people to get information and see information, as well as refer back to it in the future without Insightly. This was only through lots of work and additional cost of professional services though. Out of the box, I don't think Insightly would do for us what we need it to do.

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?

I wasn't involved with the selection/purchase process

Did implementation of Insightly go as expected?

No

Would you buy Insightly again?

Yes

I think it's decent for housing company and contact information and setting up notifications for prospecting. The pipelines are great for managing projects, but for us, they take a LOT of work to get them customized

Insightly Feature Ratings

7.0
Customer data management / contact management
8
Workflow management
9
Territory management
8
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
5
Quote & order management
6
Interaction tracking
6
Customer Service & Support ()
Not Rated
1.0
Lead management
1
Email marketing
1
5.0
Task management
5
Reporting
5
3.5
Pipeline visualization
6
Customizable reports
1
8.3
Custom fields
9
Custom objects
9
API for custom integration
7
8.0
Role-based user permissions
8
Single sign-on capability
8
Social CRM ()
Not Rated
1.0
Marketing automation
1
5.0
Mobile access
5

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