SC

Stacy C.

Office Manager

Small-Business (50 or fewer emp.)

2/27/2019

"Does a decent job trying to be all things to all people"

3.5/5

What do you like best about Insightly CRM?

It's VERY inexpensive and user-friendly. It integrates perfectly with G-Suite and the calendars sync well. Recently, they have allowed the ability to "assign" events, which allows it to sync with multiple Google Calendars -- that was critical to us. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

Can't make all fields required -- required/not required is not an option. For example, some of the pre-built fields are not required and we cannot override that, leading to incomplete information. It took them a while to respond to some pretty basic feature requests (like assigning events to different users), but they did eventually get to it. The support is a little frustrating as they basically refer users to an online community where features are suggested and voted on. They were more responsive in the early days, but I am finding that less the case. There are features that have been requested for years that haven't been addressed (or took a long time to address.) Review collected by and hosted on G2.com.

Recommendations to others considering Insightly CRM:

Learn the difference between leads and contacts and make an education decision on how you use them. Review collected by and hosted on G2.com.

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

Customer data management, project management, work assignments. We are able to document all of our contacts with customers and track opportunities to projects. The reporting features are robust and easy to use. The dashboard widgets are attractive and informative. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: G2 invite

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