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Insightly CRM Review
best for the price
915 Insightly CRM Reviews
Overall Review Sentiment for Insightly CRM
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There are several best items preferred about the Insightly CRM. The ability to create custom objects makes the tool beneficial for any organization. Automation is critical in business and with workflows and the App Connect tool, the user has the flexibility to execute automated solutions without paying for custom development. Review collected by and hosted on G2.com.
The Projects object. This is a standard object (prebuilt) object that does allow for some customization. I would like to see this functionality extended so that the project management team could utilize this as an end to end solution. Review collected by and hosted on G2.com.
It offering an array of features tailored to streamline business operations. Among its notable strengths, its prowess in managing reports and facilitating real-time team updates deserves special recognition. Review collected by and hosted on G2.com.
It required a good amount of time to understand the use of filter logic for managing report but once you get the concept it is super helpful. Review collected by and hosted on G2.com.
This is a very user friendly software that makes your work easier. Everything added here is very organised and clean Review collected by and hosted on G2.com.
This doesn't allow you for customisation and you cannot do bulk editing Review collected by and hosted on G2.com.
Easy accessibility, quick imports of leads, customer support anytime there is an issue, I use it everyday and it was easy to learn and its easy to use. Many different features I could use. Review collected by and hosted on G2.com.
What i don't like about it is it I am unable to make prospect leads by bulk editing. I think this would be a great feature especially since bulk editing is already a thing, Review collected by and hosted on G2.com.
It was easy to set up and emailed out to our database and synced without emails. Review collected by and hosted on G2.com.
It charges you per the amount of leads you have, you can't embed images in an email and you have no tech support for issues. Review collected by and hosted on G2.com.
The Application is a user friendly app that helps fulfil all the needs. Their customer supposts helps a lot Review collected by and hosted on G2.com.
Bulk editing is compromised and there are minor glitches in the app Review collected by and hosted on G2.com.
The application is a user friendly app that helps fulfil all the needs.
Their customer support is amazing. Review collected by and hosted on G2.com.
Bulk editing is compromised and there are minor glitches in the app. Review collected by and hosted on G2.com.
There are ways to customize it, but it is not endlessly customizable. For a small team, this is so helpful. Also their customer service is out of this world! Review collected by and hosted on G2.com.
We have had a few small glitches here and there, but their tech team is so responsive. Review collected by and hosted on G2.com.
- insightly has excellent contact management system
- Integraton with popular email platform
- Customization capability
- Excellent customer suport system which is unique features compared to competitors Review collected by and hosted on G2.com.
-Some users find itinightly to be overly complex
- due to extensive features new users may find it steep learning curve
-Limited offline access which need to be improved Review collected by and hosted on G2.com.
