Video Reviews
Insightly CRM Review
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915 Insightly CRM Reviews
Overall Review Sentiment for Insightly CRM
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I appreciate how easy it is to organize your leads and contacts and the customization of the tasking requirements you can apply to these sources. Review collected by and hosted on G2.com.
I find that the gmail extension feature definitely has some misses and through Murphy's Law it always happens on that 1 email you want to refer back to down the road. Review collected by and hosted on G2.com.
Simply to use, good Outlook integration, low price. Very flexible and customisable. Review collected by and hosted on G2.com.
Bad Exchange integration, calendar events are a bit clunky and unreliable. Review collected by and hosted on G2.com.
Linking feature to capture relationships between our supporters and their Members of Congress. Review collected by and hosted on G2.com.
There's no ability for our supporters to take action through Insightly, it's just a database/CRM and not an advocacy platform. Review collected by and hosted on G2.com.
The ease of getting information from Insightly my phone or computer. The ease of entering information into Insightly. The ability to set targets and goals and to track my progress. Insightly makes it easy to classify and group organizations and contacts in to workable groups. Review collected by and hosted on G2.com.
There is a lot of extra work when entering information. Review collected by and hosted on G2.com.
Insightly allows us to stay organized and keep our sales/marketing pipelines in sync with our production team. Review collected by and hosted on G2.com.
I wish there were more convenient integrations. Review collected by and hosted on G2.com.
Very easy to use and meets the challenging requirements and limited budgets of small business. Review collected by and hosted on G2.com.
I dislike the limitations to the free edition and would like to see more flexibility there. Review collected by and hosted on G2.com.
From the contact integration and side bar extension with Gmail to the ability to create Tasks, Activity Sets, and Projects to manage existing client relationships an develop systematic courses of action for new clients Insightly is a very well rounded CRM / Practice management tool. From Leads to Opportunities and in finally Customers the tools gives you the ability to track the client relationship from start through he entire engagement. Review collected by and hosted on G2.com.
I would love to see a better integration with Outlook and increased functionality in the Google G-mail Side bar. Review collected by and hosted on G2.com.
Using this tool is convenient for our team as we can information store and share in a consistent basis Review collected by and hosted on G2.com.
I would like for the different categories to link (organizations files to be automatically listed with the project files) Review collected by and hosted on G2.com.
