Insightly Service Reviews & Product Details

The best thing we have found about using Insightly is the ability to remind us when to re-connect with our clients. We have found this so beneficial for our follow-up program. I have to mention the wonderful customer support we recieve from Insightly. Anytime we need to figure out an issue all we have to do is contact them. They have set up trainings, responded quickly and assisted with any questions. Review collected by and hosted on G2.com.

The downside of using Insightly is learning ALL of the things it can do! There are so many features that we have not mastered all the possibilities. Review collected by and hosted on G2.com.

The tool is user friendly. It's also easy to understand and use. Review collected by and hosted on G2.com.

Probably the customer service? Maybe it was just bad timing on my part. Review collected by and hosted on G2.com.

In this insightly are combines CRM and project management functionalties in one platform.This will help for our business that want to streamline their proccesses and have a centralized system for managing customers relationships.It often orders of customization options,allows businesses to the software to their specific needs. Review collected by and hosted on G2.com.

This software interface updates can sometimes lead to confussion to relearn certain aspects of the platform.While it will give us mobile app then we found that app's functionality is not robust as the desktop version. Review collected by and hosted on G2.com.

In a project planning and soliciting clients straightforwardly, we can track the relationship between clients and customers. Review collected by and hosted on G2.com.

I have an issue with the data and security because two-factor verification is not available after the enterprise level, Enough of a reason on its own to seek alternatives. Review collected by and hosted on G2.com.

Insightly SService'suser-friendly interface, integrated CRM and project management, and efficient automation stand out as valuable features. User-friendly design. Review collected by and hosted on G2.com.

Some users have found the extensive features and customization options of Insightly overwhelming, while others have desired more advanced functionalities and integrations. Review collected by and hosted on G2.com.

User-Friendly Interface.

Integration Options

Project Management.

Customization

Mobile Accessibility. Review collected by and hosted on G2.com.

Limited Advanced Features.

Scalability Challenges.

Customer Support.

Learning Curve for Advanced Features. Review collected by and hosted on G2.com.

Solve customer challenges and solve tickets faster in a glance. Review collected by and hosted on G2.com.

Nothing as much. No so much in dislike but the liking features are more. Review collected by and hosted on G2.com.

Easy to use and simple. Great interface, makes it efficient and seamless Review collected by and hosted on G2.com.

There are times that it takes a while to load which can be frustrating Review collected by and hosted on G2.com.

Crm used to keep customer data in one place . Sales team can establish strong relationship and also manager can monitor employees work Review collected by and hosted on G2.com.

Nothings specific i like the product to the core Review collected by and hosted on G2.com.

Insightly is great with organizing communications with clients and updating notes on the clients Review collected by and hosted on G2.com.

For all of my projects it doesnt give a view of how many they are all named but i would like if ther is numbers by them without having to manually count. Review collected by and hosted on G2.com.