Video Reviews
Insightly CRM Review
best for the price
915 Insightly CRM Reviews
Overall Review Sentiment for Insightly CRM
Log in to view review sentiment.
While its considered a CRM the real power comes from its ability to incorporate project management. As time goes on, there becomes a wealth of knowledge as you begin to see past clients, transactions and connections form. Review collected by and hosted on G2.com.
The only feature I do not like is that it does not allow for email aliases which defeats the email portion of the CRM. Review collected by and hosted on G2.com.
I loved being able to save emails and all other forms of contact to the customer information card. It made it easy to reference certain conversations when talking to a customer or planning their events. Review collected by and hosted on G2.com.
I had very little dislikes with the program. We are just a smaller company and it seemed too big of an expense for a business of our size. As we get larger, I would love to reinvest in it! Review collected by and hosted on G2.com.
I like that I am able to share information seamlessly with my team. I am able to task information to others, share notes, and collaborate to complete projects. Review collected by and hosted on G2.com.
The home page is slightly skewed. For new users, it is a bit overwhelming. Review collected by and hosted on G2.com.
Ease of navigation and cloud based content. It is seamless from my tablet to my phone to my laptop. Review collected by and hosted on G2.com.
Sometimes it runs a bit slow. There are times when my copies into insightly take some time to show up. Review collected by and hosted on G2.com.
It's easy to use and it's mostly free. You can't beat that. The project integration is awesome as well. Review collected by and hosted on G2.com.
There's a lot of features, but sometimes I wonder if they implemented them in the best way. Review collected by and hosted on G2.com.
It's relatively easy to set up. Website is easy to navigate. It's intuitive to use. Review collected by and hosted on G2.com.
Task management is much more difficult than it should be. Entering lots of tasks of once is laborious. Reporting is clunky. Review collected by and hosted on G2.com.
First of all, I did not know what a CRM tool was. Insightly's free plan for two users was probably the best thing they could have done get us interested in the CRM tools. Review collected by and hosted on G2.com.
I wish that when you abandon, cancel or suspend a opportunity or project, the tasks also inherit the same state. Review collected by and hosted on G2.com.
