Insightly CRM Reviews & Product Details

I enjoy the dashboard. It is simple to understand and shows you quantitative data to pull for reporting purposes. We also track the progress of our clients and can keep on top of the comms.

It is a little tricky to navigate the back end without training. If you have little to no experience with CRM systems, it can take a little while to learn the new approaches and identify a method that works for you.

We are using insightly as a data collection base for our organization. We can use insightly to track our progress with clients and the stage of engagement they are in with our organization.

easy for organization, you can keep track and the whole team their tasks, the pipeline.

Sometimes they change the format to view everything for a couple of days and disrupts the way you manage every tasks in your daily basis.

easy organization of pipeline, easy to keep track of every employer and their task handling. You can sectionate all the different stages of the business for easy comprehension

quick record notes and reviews I love how i can rely on the information being protected and easily accessible

navigation from one tab to next when using search

memory and data storage Once increased, than the benefits of quick review of records

Easy to use and navigate. I appreciate how easy it is to add notes and organizations.

Sometimes the search bar doesn't work unless you are on the home page.

Not really solving problems, just making notes for other team members to have access.

I love the different filters for running lists & sending emails directly from Insightly.

The limited number of results that are brought up when I type in a search term. All the results should be brought up rather than just the first few.

Keeping track of hundreds of different projects & tasks. It has saved me hundreds of hours in organizational time.

I like the ease of using the program. A lot has changed because of the pandemic and easy-to-use platforms is a plus to be stress free.

I have no issues with the platform at all. Pleasure to use for work and communication with others.

I solved problems of a platform where info and answers could be stored and ranked for review and submissions.

It is fast, efficient, and very well organized. I love the contacts you can save and share.

So far, I do not have any complaints about this site.

Entering notes and being able to share them with anyone, and assigning task keeps work organized. I am very productive when using Insightly!

The interface is very user-friendly. There is no downtime since we have been using it for over seven years. It is customizable and integrates with useful data storage i.e google drive and one drive.

There is nothing to dislike about this software apart from a few more features that can be added to manage finance and marketing in the same CRM. The direct email option can be updated too with some additional user-friendly features.

Customer relationship management and opportunity management to serve the customers via a pipeline. Also, to keep circulating the tasks within the organization to get the best in-time solutions.

I like the simplicity of the navigation on the pages, I find being able to search for an account using just a post code or a couple of letters the most helpful part

Sometimes it will kick you back to the beginning

Currently, I am not solving any issue with CRM so am unable to give an honest answer

I joined Insightly when my business was just beginning and the CRM has grown well with me. Linking the contacts and opportunities is possibly the best feature for my needs

When you add a new contact, if you dont complete all features at that stage, such as 'role' they cannot be added later

The CRM controls my marketing funnel, with new enquiries as contacts who are linked with an opportunity and bingo when they become a Project