A great option for customizable and affordable CRM
February 13, 2026

A great option for customizable and affordable CRM

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

Software Version

Enterprise

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

As a non-profit, we rely on having the ability not only to store data in a meaningful and organized way but to be able to access it quickly.
We need to see who is using our services, who is donating, and what drives them to our organization. Insightly does this and is adaptable to our needs.

Pros

  • Is adaptable and customizable
  • Is easy to use to create reporting tools
  • Is easy to connect email to a client/user profile
  • Tracks multiple interaction points across the organizations work profiles

Cons

  • While customizable there are some things that they just cannot do that others can.
  • The force feeding of ai into all aspects of their product is a miss.
  • The Insightly CRM to Marketing connection is a bit clunky
  • Marketing UI is dated
  • Ability to see organization health from a more fully realized view
  • Able to remove silos of interactions folks were having with our team. We no longer just rely on self-reporting by team members this is automatically tracked and visibilized
I think they are doing a great job of being customizable, but there are still areas where they don't give you exactly what you need and force you to co-opt a tool that isn't intended for that task. These are not giant detractors from their model and are probably very niche to my organization's particular footprint. Overall, this is a great product, and they strive to improve based on feedback.
We don't use this tool as a non-profit. Insightly isn't exactly built with the NFP model in mind; therefore, the workflows and service pieces don't exactly map onto our work. I would say this is the biggest hurdle to overcome as a non-profit.
Insightlty is a great tool in that it is customizable and affordable. I think that its strength is in the cost of the service.

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?

I wasn't involved with the implementation phase

Would you buy Insightly again?

Yes

What is great about Insightly is not just the ability to create profiles that match our needs. We have been able to customize much of the database to our standards. Much of which we can do ourselves. The team at Insightly believes in empowering you and wants to see you succeed. They are patient and willing to work hand-in-hand to deliver a tool that you will be happy with.

Insightly Feature Ratings

10.0
Customer data management / contact management
10
Workflow management
Not Rated
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
Not Rated
Interaction tracking
10
Customer Service & Support ()
Not Rated
7.0
Lead management
Not Rated
Email marketing
7
8.0
Task management
Not Rated
Reporting
8
10.0
Pipeline visualization
Not Rated
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
Social CRM ()
Not Rated
Not Rated
Marketing automation
Not Rated
7.0
Mobile access
7

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