Insightly CRM Reviews & Product Details

WE've got so many uses for it, it is so helpful and great in many ways!

I wish that the integration with quickbooks was free it is kind of a bummer that its not!

it helps us keep all our contacts togetheri n one place - so helful

We love that it is convenient for our job

There are times that it switches up without letting us know before hand

We can communicate as a team and understand what happened in the last call withour customers which is very beneficial to us

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.

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.

Helping with organizing our projects and executing them in a timely manner. Has all proper tabs for each individual dept to look at and take off if any issues arise.

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!

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.

Insightly is helping us manage our data base and pass projects and opportunities from department to department without the project falling through the cracks. You can also see where someone is with your lead which is great!

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.

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.

Insightly CRM solves disorganization issues that come with working in a small business on a large number of projects. It's all-in-one ability benefits our company.

It is easy to use. I love the capabilities you can do with it to integrate with AutoCAD.

I dislike the fact that it can't have more fields inside of each custom object.

It is being able to utilize instead of having to use excel as embedded links within AutoCAD

It is robust and integrates well with other software tools.

Navigation between pages is slow to load and a bit clunky

Insightly has become the one stop shop for all employees to view project pages as the source-of-truth. It certainly increases productivity.

Integration with Google and QuickBooks is a big plus.

The speed of pipeline automations could be improved.

Insightly is helping us keep our database current and active across multiple departments. We can also watch projects flow between users.

I like that I can sort through different filters to narrow down my search.

Once I have entered my Tracking information for shipping, it automatically disappears instead of asking if I am finished with the project.

NA

I love the Insightly app and the functionality it gives me on the go.

The only thing I dislike is the date sequencing in the contact area of day/month/year instead of month/day/year.

Keeping track of customers, contacts and leads is easy and fluid with Insightly.