Insightly

"Simple and straight to the point"

What do you like best about Insightly CRM? I liked the pipeline up above and the separate tabs in one view from top to bottom. I like how a lot of things are found in reports. What do you dislike about Insightly CRM? It could be a little technical if you are unfamiliar with what you are doing...sometimes there's different ways in doing the same thing and could seem confusing What problems is Insightly CRM solving and how is that benefiting you? Newer versions seem to be more simplified. I ...

"its very intuitive, when searching up a client."

What do you like best about Insightly CRM? was useful is the the bar status on client to find out where they stand on there project. What do you dislike about Insightly CRM? i think it would be the extra tabs its has should all be on one page What problems is Insightly CRM solving and how is that benefiting you? looking up s status on a clients status

"Easy to Navigate"

What do you like best about Insightly CRM? That is has enough folders to sort out each deparmtent into their each and own reports. I also like the scanning options when in-store. It is easy to navigate and train on. What do you dislike about Insightly CRM? The least helpful thing I have noticed or found was that there is no chat bubble or a technical person to contact easily unless going through another system. And the database could be organized a little better. What problems is Insightly ...

"great product for keeping up to date with client contacts"

What do you like best about Insightly CRM? Organizations information all in one space able to save emails as well. What do you dislike about Insightly CRM? More tips and tricks, they could have more pointers pop up. What problems is Insightly CRM solving and how is that benefiting you? Being able to log all customer data and contact in one spot and share with other employees

"Great CRM for a growing business"

What do you like best about Insightly CRM? Integration with Google and QuickBooks is a big plus. What do you dislike about Insightly CRM? The speed of pipeline automations could be improved. What problems is Insightly CRM solving and how is that benefiting you? Insightly is helping us keep our database current and active across multiple departments. We can also watch projects flow between users.

"Insightly is a beast!"

What do you like best about Insightly CRM? It is robust and integrates well with other software tools. What do you dislike about Insightly CRM? Navigation between pages is slow to load and a bit clunky What problems is Insightly CRM solving and how is that benefiting you? Insightly has become the one stop shop for all employees to view project pages as the source-of-truth. It certainly increases productivity.

"Easy to use and a great tool"

What do you like best about Insightly CRM? I like the fact that we can keep track of all of our projects in 1 place. What do you dislike about Insightly CRM? Sometimes there are issues with sorting the queries. What problems is Insightly CRM solving and how is that benefiting you? Insightly has many useful functions. I like that we can track any emails we send to clients or possible clients. All information is in 1 program.

"It is a lot more user friendly than SalesForce"

What do you like best about Insightly CRM? It is easy to use. I love the capabilities you can do with it to integrate with AutoCAD. What do you dislike about Insightly CRM? I dislike the fact that it can't have more fields inside of each custom object. What problems is Insightly CRM solving and how is that benefiting you? It is being able to utilize instead of having to use excel as embedded links within AutoCAD

"I get so much done with this program"

What do you like best about Insightly CRM? The ability to sort and filter with ease. Creating new fields or changing is simple. My entire team seems everything we all do I can see my teams work What do you dislike about Insightly CRM? How to see old or dead projects. Once a project falls into a certain status it is really hard to re find it What problems is Insightly CRM solving and how is that benefiting you? Tracking status of job Seeing other departments work status updating cost and ...

"Multiple uses!"

What do you like best about Insightly CRM? WE've got so many uses for it, it is so helpful and great in many ways! What do you dislike about Insightly CRM? I wish that the integration with quickbooks was free it is kind of a bummer that its not! What problems is Insightly CRM solving and how is that benefiting you? it helps us keep all our contacts togetheri n one place - so helful