Insightly CRM Reviews & Product Details

I can enter all my leads. Create opportunities and have 90 days, 60 days, 30 days pipeline. Also, my boss can keep a tab on my progress and this becomes like a regular reporting.

I have to login again even when I keep Insightly open on one of my browser tabs.

Using it for Sales and Sales forecast. I am able to keep a tab on past leads and opportunities.

Insightly CRM allows the company to integrate other apps with ease. The savings over more expensive CRM systems and paying a developer are great.

Reports are a little difficult but not too bad.

We are able to follow our customers and their specific projects with little effort. Using a CRM like this one means that each customer record reads like a book.

Was Super easy to use and customize we've really been able to tweak this program to meet our needs it enables multiple divisions of our company to have this ability

There is little to none Worth mentioning when talking about what you could possibly dislike of this program perhaps if I had to choose something to say it would be there isn't anything that I Dislike

Are accountants benefit to this program whether it be a place for collaboration between departments a place to host all relevant documentation oh yeah everyone as benefit from this program

The way tech is used here to make sure the right people are connected is commendable, to say the least

The interface can be slightly tricky to navigate at times if you are not familiar with the software

Instant connect with your target audience & the ability to interact with the right kind of people quickly helps us get results in a timely fashion

I needed the ability to associate a single person with multiple companies, multiple opportunities, multiple projects, multiple tasks, etc. Insightly does this. Others do not. I absolutely love it.

Doesn't have the most beautiful interface, but it works.

The ability to make highly matrixed connections and see unrelated tasks, projects and opportunities, that happen to be connected to a common contact or company makes my work much more efficient.

quick record notes and reviews I love how i can rely on the information being protected and easily accessible

navigation from one tab to next when using search

memory and data storage Once increased, than the benefits of quick review of records

I enjoy the dashboard. It is simple to understand and shows you quantitative data to pull for reporting purposes. We also track the progress of our clients and can keep on top of the comms.

It is a little tricky to navigate the back end without training. If you have little to no experience with CRM systems, it can take a little while to learn the new approaches and identify a method that works for you.

We are using insightly as a data collection base for our organization. We can use insightly to track our progress with clients and the stage of engagement they are in with our organization.

easy for organization, you can keep track and the whole team their tasks, the pipeline.

Sometimes they change the format to view everything for a couple of days and disrupts the way you manage every tasks in your daily basis.

easy organization of pipeline, easy to keep track of every employer and their task handling. You can sectionate all the different stages of the business for easy comprehension

Easy to use and navigate. I appreciate how easy it is to add notes and organizations.

Sometimes the search bar doesn't work unless you are on the home page.

Not really solving problems, just making notes for other team members to have access.

The interface is very user-friendly. There is no downtime since we have been using it for over seven years. It is customizable and integrates with useful data storage i.e google drive and one drive.

There is nothing to dislike about this software apart from a few more features that can be added to manage finance and marketing in the same CRM. The direct email option can be updated too with some additional user-friendly features.

Customer relationship management and opportunity management to serve the customers via a pipeline. Also, to keep circulating the tasks within the organization to get the best in-time solutions.

I love the different filters for running lists & sending emails directly from Insightly.

The limited number of results that are brought up when I type in a search term. All the results should be brought up rather than just the first few.

Keeping track of hundreds of different projects & tasks. It has saved me hundreds of hours in organizational time.

I like the simplicity of the navigation on the pages, I find being able to search for an account using just a post code or a couple of letters the most helpful part

Sometimes it will kick you back to the beginning

Currently, I am not solving any issue with CRM so am unable to give an honest answer

Leads management and conversion , Centralised contact management , business pipeline and reports

There are some applications that we use like Sales QL , Linkedin sales navigator that we cannot integrate

We are solving our opportunities follow up , Tssks follow up and business pipeline reports

Very easy to use and navigate, the reports are useful for sales

It could be easier to add customers to the same CR number

Able to see easily customers I have contacted all week/month

I find the comments section the most useful as different team members can update tickets with comments and then there is essentially a full handover of where the task is up to without needing to physically talk to another person

I find i use the dashboard section the least although i do not need to use it i find it the least useful to me

Solves issues with customers quickly and efficiently, the benefits of moving task to certain days is helpful and reminds me on which days tasks are to be done