![Nicholas D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nicholas D.")
ND

Nicholas D.

Founder, Creative Director

Marketing and Advertising

Small-Business (50 or fewer emp.)

3/10/2016

"Excellent tool that has really helped our team stay on the same page. "

5/5

What do you like best about Insightly CRM?

I have really appreciated the automated workflows that Insightly has afforded us going from opportunity to project and creating tasks based on where things are in the process.

It has also really helped us keep track of certain subsets of clients that require certain actions with Tags. For instance, we have a set of clients with the Maintenance tag that requires us to perform maintenance tasks on their projects periodically. Insightly allows us to assign the task, have a record for when it was performed, and send out an email to those contacts after it has been completed. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

I wish the mobile app was a little more robust. It's not super intuitive and I have had a hard time making use of all the functionality I need from my phone. Review collected by and hosted on G2.com.

What problems is Insightly CRM solving and how is that benefiting you?

Insightly helps us stay organized around our project and client communication. More and more, we're able to increase our workload efficiently so that we can increase our productivity, but still maintain the same level of customer service.

Review collected by and hosted on G2.com.

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Rating Updated (1/23/2018)
Current UserValidated ReviewerSource: Organic

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4.2 out of 5 · Verified reviews from real users

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