Insightly

"Insightly is a great way to keep track of my clients"

What do you like best about Insightly CRM? Insightly allows me to connect contacts with opportunities to keep personal and account information accurate and separated. I really like the ease of the interface. What do you dislike about Insightly CRM? Tasks lists look a little jumbled sometimes and it can be difficult to navigate the system if you've never used it before. I think it would be really cool if there were more personalization options as well. What problems is Insightly CRM solving ...

"Works very well for my small business."

What do you like best about Insightly CRM? The ability to track projects and preset tasks, and then have access from all my devices be it phone, Ipad or desktop. What do you dislike about Insightly CRM? The costs for a one user license has gone up a lot from when I started using it for free! What problems is Insightly CRM solving and how is that benefiting you? Keeping all of my business information in one place and having access when I am on the road not just in the office is invaluable ...

"Insightly is the fastest most efficient CRM I have ever used!"

What do you like best about Insightly CRM? Insightly is amazingly helpful when linking different types of data entries to each other. It lets you see the whole picture for a particular project. What do you dislike about Insightly CRM? I dislike the cosmetic customizing options, they are quite limited. Everything is orange, which is fine, but a dark mode would be nice. What problems is Insightly CRM solving and how is that benefiting you? In a snapshot it shows me the contact, which business ...

"Great Software"

What do you like best about Insightly CRM? This a very friendly software that has been intended for all type of businesses, I been looking for something like this for a long time and finally I found it, this is use friendly software What do you dislike about Insightly CRM? I would love to be more self-explanatory, if you are new to CRM it is possible to get confused with all the different layers of this program and the capacity of the contacts is limited if you are not paying a ...

"Powerful and Versatile Tool"

What do you like best about Insightly CRM? The possibility of creating my fields to personalize the tool and use it to my exact needs is very powerful. What do you dislike about Insightly CRM? No way to integrate to my own CRM (as I use it outside the US, there are different platforms). Also, there is no way to delete multiple files from each customer record, for example when a customer sends too many attachments or too many repeated files or pictures and you want to clean the files from a ...

"Insightly still going strong 10 years later!"

What do you like best about Insightly CRM? Insightly helps us run our business from an Admin, Sales, and Project Management perspective. What do you dislike about Insightly CRM? There are some extra things we just don't use. What problems is Insightly CRM solving and how is that benefiting you? Tracking customers and potential customers.

"Powerful CRM for a Great Price"

What do you like best about Insightly CRM? Insightly has helped us automate many time-consuming CRM tasks and simplify and streamline managing leads and converting them to customers. Insightly integrates well with many systems and, as such, could easily be incorporated into our existing infrastructure. What do you dislike about Insightly CRM? Getting emails associated with contacts works well but with leads I have to often do it manually once they are in the Insightly inbox. What problems ...

"Great CRM Solution!"

What do you like best about Insightly CRM? Insightly has been a great tool for growing our business. The mobile app is great. I am able to log calls simply and keep track of correspondence on the road. I also like the options to customize sales cycles. What do you dislike about Insightly CRM? I just wish I was able to integrate insightly with other software systems, but not a major detractor for me. What problems is Insightly CRM solving and how is that benefiting you? Insightly allows us ...

"Finally a CRM that's user friendly!"

What do you like best about Insightly CRM? I love the ease and user-friendly options that this CRM provides. Not all CRM's are made the same and most can be a bit tricky to navigate but Insightly has taken the guesswork out of completing tasks and has saved us so much time and effort. What do you dislike about Insightly CRM? While there is not much to dislike, I am not a big fan of the email feature. It leaves a little to be desired in the ways of options when sending bulk emails and what ...

"Organized and much ordinated tool to classify data"

What do you like best about Insightly CRM? Reports and charts are a quick-go to get an idea for the complete activity in the process. The email feature is the best to be sent within by a single click and the history gets saved for future records. Bulk editing while using big data is the most useful addition to the tool. The pipeline stage gets the team on track. What do you dislike about Insightly CRM? Admin access is limited only to the registered account and can not be shared with ...