Insightly

"Wokring in insightly has been a great help management our 150k customer data base!"

What do you like best about Insightly CRM? Being able to filter everything has been a great benefit. Whenever we need to customize something we have a work instructions that shows how to filter something down to what exactly you need. And it works! What do you dislike about Insightly CRM? The only downside of insightly is when we are trying to export data it is a little difficult. I have moved a few things to google sheets to make it readily available. What problems is Insightly CRM solving ...

"Insightly - Making thousands of solar contracts flow easier"

What do you like best about Insightly CRM? One thing I love the most about Insightly CRM is how the projects are structured and how easy it is to find the information we need. We use Insightly for project management, timelines, and to track the status of any project. What do you dislike about Insightly CRM? What I do not like very much is the limited fields to have on a project page - even though it is easy to create "custom objects" that use pointers to point an info - I think that more ...

"Organizes orders so we can quickly get them shipped!"

What do you like best about Insightly CRM? We use Insightly CRM for managing orders. It makes it extremely easy to organize the orders coming in and get them out the door as fast as possible. My work would not be as organized without Insightly CRM. The reports are especially helpful to use in conjunction with Excel. What do you dislike about Insightly CRM? I personally haven't found any downsides. What problems is Insightly CRM solving and how is that benefiting you? Isnightly helps us ...

"Looking up information about the products we sell."

What do you like best about Insightly CRM? I like that I can sort through different filters to narrow down my search. What do you dislike about Insightly CRM? Once I have entered my Tracking information for shipping, it automatically disappears instead of asking if I am finished with the project. What problems is Insightly CRM solving and how is that benefiting you? NA

"Permit Coordinator"

What do you like best about Insightly CRM? How well sorted our projects are within the program. It is very easy to navigate and deal with. The program updates very fast and almost instantly; you see the different task completed. What do you dislike about Insightly CRM? In order to go back to a report you have to exit out from whatever page you are and pretty much start over to be able to pull same report again. this is also for any other report assigned to me. What problems is Insightly CRM ...

"Insightly is a great way to organize our business!"

What do you like best about Insightly CRM? I like that I can find any information super quickly. As an employee at a small business, to have Insightly as our hub for all information, files, contacts, and data is super helpful. What do you dislike about Insightly CRM? There isn't much I dislike about Insightly. I'd say my only dislike is when I download files, the files download with underscores in the titles. Other than that, there's not much to dislike. What problems is Insightly CRM ...

"Fantastic!"

What do you like best about Insightly CRM? Insightly CRM works great for our business needs.. What do you dislike about Insightly CRM? Only thing that could be worked on is the speed at which data on the CRM updates. Also could work smoother with Marketing. What problems is Insightly CRM solving and how is that benefiting you? It helps us to keep track of our projects, sales leads, sales outreach, etc. Also helps us send bulk emails with great templates.

"It feels like the right sized solution for many common use cases."

What do you like best about Insightly CRM? The best part is that it is very powerful yet streamlined. Unlike systems like Salesforce which require professionals to config and manage, Insightly can be run by normal business users. What do you dislike about Insightly CRM? When you have a use case that needs more flexibility, you're dead in the water. If your use case is well defined up front, it's perfect. If you're more fluid and iterating to find what you need - you may realize too late ...

"Efficient"

What do you like best about Insightly CRM? We love that it is convenient for our job What do you dislike about Insightly CRM? There are times that it switches up without letting us know before hand What problems is Insightly CRM solving and how is that benefiting you? We can communicate as a team and understand what happened in the last call withour customers which is very beneficial to us

"Great platform!!"

What do you like best about Insightly CRM? I love the ease of use within the platform. Everything you need is at your fingers and effortless to find! What do you dislike about Insightly CRM? There isn't much I dislike. I would prefer for address to be easy to copy and paste. What problems is Insightly CRM solving and how is that benefiting you? Having everybody's information through searching for a single series of digits greatly improve performance and speed