Insightly CRM Reviews & Product Details

I like the ease of setting alarms and integrating with email templates

I want to select a Contact group and email 'all.'

Alarms for follow-ups are critical in any sales

easy to use, keep track of records and notes, saves time with automated emails, can flag contacts with custom tags

I enjoy the product and there's nothing that I dislike. everything works properly and the team is very quick at responding to technical issues

Keeping track of accounts, notes, and sending automated emails. Our record keeping has improved significantly with this program enabling us to better serve our customers!

All communication records are in one place. Insightly is affordable, and task follow-up is beneficial in keeping the personal relationship open with a potential client.

The organization field should have a sub-division. The Contact form should be more intutive. Once you enter a title, it should keep it in the system. I would like to see another field for personal email.

Insightly is the ideal assistant. The daily reminders are very beneficial to me, as to who to contact, when, and why.

Easy to use Easy to follow-up Flexibility (specific metrics are customizable) Simple to update simple to capture progress towards sale close

While I don't believe this is a problem with Insightly CRM itself, Manufacturer names need repeating (in Opportunities)

Better tracking of the sales process, which can help to keep on top of opportunities through to the close of the sale

This CRM is easy to learn, easy to use, and extremely capable as a CRM, especially for our B2G-oriented business. Our small sales team has been able to customize our opportunity pipeline over time to fit our specific sales flow needs, and the mobile app lets everyone keep an eye on our targets even on busy days.

The only downside we've faced is in the user interface, where there are some modules we simply don't use, e.g. the task tracker (we use another) but can't hide from view.

Ensuring that we can be attentive to prospects is key with B2G sales. These professionals are busy and overworked and their attention is divided, so consistent follow-up and remaining aware of their organizational needs (i.e. addressing their questions specific to their workflow as well as helping them get sign-off from other departments) is a critical part in helping close deals.

I love the dashboard. It's an at-a-glance view of sales, service, and projects. Our Team can see the open items.

When an issue arises, I wish there was an easier process for getting in touch with a customer service representative.

Reporting is very resourceful. It's very easy to use. I also like the customization.

Filters, layout, easy to use, it helps me to keep track of my daily tasks and company tasks. It is great to see and track the performance, analytics, opportunities, etc.

I can't really think of anything. It took me a little long to learn how to use it properly, how to make adjustments, create filters. One thing is that I can't see my coworkers' tasks unless the filter is created.

Planning, using it to plan my week, to structure projects

Insightly has helped our company with being more organized. We can run the reports that we truly need and track down every single project, lead or opportunity. It's very user-friendly and the best part is it's fully customizable to truly fit our company's wants and needs. Our company has many different branches so being able to have the accounting team see what matters to them as well as the payroll team not only saves time but boosts productivity. Having the opportunity and lead pipelines have helped our sales team track down every new client with ease. Insightly has truly been a powerful tool for our company and we are excited to keep moving forward with them.

There are not many dislikes everyone on the Insightly team is fully responsive and helpful. whenever we have an issue Insightly support team is quick and provides the information my team needs.

The problem we use to have was tracking down projects and being able to see our recurring clients. We also have a Tax Team here at Duran Business Group so being able to separate our tax, accounting, digital media and payroll clients have been amazing. As well as having the pipelines so we can fully track down the status of projects.

The simple process to manage all the data in one place

Paid service. Lol. Hope this is to manage from scammers etc

Management related issues like payroll, sales and leads

Very easy to use interface and I like that you can export data to excel

I wish there was a way to have opportunities automatically sorted when I login in.

We keep very good track of all of our customer quotes and we don't forget about quotes.