9.3
Spot Score
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AU
Anonymous User
12/14/22
"Insightly is my choice for CRM"
What do you like best about Insightly CRM? I love the Insightly app and the functionality it gives me on the go. What do you dislike about Insightly CRM? The only thing I dislike is the date sequencing in the contact area of day/month/year instead of month/day/year. Recommendations to others considering Insightly CRM: If you're looking for a low maintenance, affordable CRM tool, Insightly is for you. What problems is Insightly CRM solving and how is that benefiting you? Keeping track of ...
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AF
Angela F
12/13/22
"Be creative and achieve your ideal process with Insightly, give yourself valuable time back!"
What do you like best about Insightly CRM? The most valuable part of the CRM for me was the project management and pipelines and clear visibility of where I am at any time. What do you dislike about Insightly CRM? The least helpful are the dashboards currently; I haven't found a set-up I like. As a single business owner, not all cards are relevant, so I need to improve at customising this. What problems is Insightly CRM solving and how is that benefiting you? Insightly is helping me become ...
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AU
Anonymous User
12/13/22
"Insightly is a comprehensive CRM"
What do you like best about Insightly CRM? Most things are customizable -- we have someone on our team to do the backend work. What do you dislike about Insightly CRM? There is nothing that I dislike or find unhelpful. What problems is Insightly CRM solving and how is that benefiting you? It is helping us keep track of our clients.
ER
Eunice R
11/22/22
"It is simple to use and aids in my task organization on a daily and monthly basis."
What do you like best about Insightly CRM? The latest upgrade, which allows you to integrate Insightly with a Chrome extension so that all contacts and templates can be accessed through Gmail's sidebar, is the finest. What do you dislike about Insightly CRM? I suggest using a button rather than a drop-down menu to make customizing or filtering chores easier. What problems is Insightly CRM solving and how is that benefiting you? With the most recent upgrade, we are no longer locked out of ...
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MS
marketing S
11/22/22
"super easy CRM!"
What do you like best about Insightly CRM? it has been very helpfull because before Insightly we didnt use any other CRM, and it has help us organize every contact, candidate and have all the information in the same place What do you dislike about Insightly CRM? sometimes the feature for creating a new opportunity doesnt work 100% well and you have to refresh the page several times in order to add a new opportunity correctly What problems is Insightly CRM solving and how is that benefiting ...
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IB
Isaac B
11/17/22
"Insightly works great for customer data management!"
What do you like best about Insightly CRM? The ease of use is incredible. Learning and teaching the system is incredibly easy. What do you dislike about Insightly CRM? Sometimes at high volume times, the system will run a little slowly. What problems is Insightly CRM solving and how is that benefiting you? It enables mass customer information management.
JS
juana s
11/17/22
"the CRM is agil and easy to work with"
What do you like best about Insightly CRM? the pipeline view and its easy way to visualise stage by stage What do you dislike about Insightly CRM? sometimes when you create an opportunity the crm fails and all the spaces and characters are mixed up What problems is Insightly CRM solving and how is that benefiting you? it help me with organization and control of the numbers
CS
Cornelius S
11/16/22
"Very simple and efficient."
What do you like best about Insightly CRM? The organization and efficiency. Pretty easy to navigate once settled in. What do you dislike about Insightly CRM? Things can take too long to be updated after submitting. What problems is Insightly CRM solving and how is that benefiting you? Solving issues for accounts and queues.
RG
Ramon G
11/16/22
"We LOVE Insightly!"
What do you like best about Insightly CRM? The user interface of Insightly is really helpful and allows me to have all customer data in one place. I can now make better business decisions because of it! What do you dislike about Insightly CRM? There is a learning curve with developing your pipelines and just learning the terms they use in the program. Once you know the terms it is easy to use! What problems is Insightly CRM solving and how is that benefiting you? It is solving me not having ...
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BB
Brendan B
11/16/22
"Insightly!"
What do you like best about Insightly CRM? Insightly is most helpful because it simplifies everything you need to get your job done and more! It makes work easier and enjoyable! What do you dislike about Insightly CRM? Some of the forms are limited in the data you can input. What problems is Insightly CRM solving and how is that benefiting you? It's beneficial because it closes out the job very quickly.