Insightly

"Easy to use"

What do you like best about Insightly CRM? The most helpful part of Insightly is that it is very user friendly. We utilize the program to keep track of our clients progress after treatment. We can use it for our notes and information needed to collect good data. I like the customer service we received when we had questions or needed assistance. What do you dislike about Insightly CRM? The only downside is that I have not learned how to utilize the program to it's fullest! I need to review ...

"The Usefulness of Insightly"

What do you like best about Insightly CRM? Insightly helps us keep tasks and workflows in order, which allows us to work efficiently as a team. The filters and fields on Insightly highlight the actions that we need to take to help customers progress. What do you dislike about Insightly CRM? Currently, the same filters and fields can be improved. For example, there is no way to filter accounts to check if one date field is less than another date field. We have to work around that by using ...

"Love Insightly's customization and support team!"

What do you like best about Insightly CRM? I like that it's super customizable and that the development team is always there to help us if we get stuck or have an idea we want to implement. What do you dislike about Insightly CRM? We don't use it for sales, so I wish there was an account path that was not sales-based and could help us focus more on our direct needs. What problems is Insightly CRM solving and how is that benefiting you? It's helping us stay more organized, more electronic, ...

"Improved Workflow"

What do you like best about Insightly CRM? Insightly allows me to keep my opportunities and projects organized while making communicating with my customers more accessible and more efficient. What do you dislike about Insightly CRM? I'm not too fond of the mobile interface. What problems is Insightly CRM solving and how is that benefiting you? The customization of Insightly benefits my customers and me by making it easier and faster to attend to web inquiries.

"Insightly is easy to use and customize for a small business"

What do you like best about Insightly CRM? its customizable and easy to use. Being able to organize all client information. What do you dislike about Insightly CRM? That you cant remove old fields that don't need to be used if they are linked to opportunities or projects What problems is Insightly CRM solving and how is that benefiting you? it keeps information organized so the whole team can work for the team goals

"Gift Conceirge"

What do you like best about Insightly CRM? We used Insightly most often from New accounts that are coming, bogus contacts and so what I like about is to get our task done in all account What do you dislike about Insightly CRM? The contacts we cant find them that is not send to automation What problems is Insightly CRM solving and how is that benefiting you? organized in all we do, syncing of contacts from different lead and contacts in our Laravel

"Organized and user friendly"

What do you like best about Insightly CRM? I like the copying emails to the project in insightly. What do you dislike about Insightly CRM? When opening new tabs I have to log in everytime. What problems is Insightly CRM solving and how is that benefiting you? Its record keeping capabailties are immaculate. It keeps me organized

"Director of Marketing and Business Development"

What do you like best about Insightly CRM? Insightly is a simple, yet powerful CRM platform. I like having the ability to create customized fields to organize our information in a way to works for us. What do you dislike about Insightly CRM? There are some fields that come preset which don't have the ability to be changed. It would also be nice to be able to integrate all of the contacts into Outlook more easily. What problems is Insightly CRM solving and how is that benefiting ...

Easy to use CRM with email campaign, marketing automations

Insightly is very easy to use, plus creating email campaigns with the templates (or customize your own) takes less than 5 minutes. Landing pages, forms, marketing automations and much more.

"Great Sales Tool To Keep Track Of Sales And Clients and Followups"

What do you like best about Insightly CRM? The followup reminders and Sales Dash Board. Also the loading of leads and converting them to opportunities and projects helps you track the sale and set reminders to followup. What do you dislike about Insightly CRM? It does not allow you to track your interaction with the client like how some crms link ur URL from ur email to the client to show you have worked on the client. Recommendations to others considering Insightly CRM: Great Sales and ...