![Audree L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Audree L.") AL Audree L. Creative Director/Co-Founder Design Small-Business (50 or fewer emp.) 3/6/2017 "Basic but good for small businesses" 4/5 What do you like best about Insightly CRM? The feature I like the most about Insightly is how much you can customize it. Instead of having a specific process for using the application, you can create your own templates, pipelines, categories etc. This way it adapts to the different ways people work. I am also a fan of how you can link anything to anything (contact to business, or contact to opportunity for example). I also like how it's overall very easy to use. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? The "Leads" feature came a bit later, and it's not super smooth. For example, when converting a Lead to a Contact, you lose information you entered previously, like their Title. Insightly does not seem to be very good at detecting duplicate entries. I also do not use it to manage projects, it's way too basic and does not offer any visibility. It's also a bit pricey for a small company. Review collected by and hosted on G2.com. Recommendations to others considering Insightly CRM: I would try other softwares before using insightly, because if you leave, you will lose a good chunk of your data (ie, Hugspot cannot import the relationships you created between entities and contacts/opportunities etc). So if you sign up, be sure it's the applicatin you want to stick with. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? As a business owner, I mainly use Insightly to keep track of opportunities (potential projects, RFPs). That way each year I can do a little report and see what worked, what generated the most revenue etc. We also use it for our cold emailing campaigns. I designed a process for running campaigns, wrote documentation, implemented it in insightly, then I can let employees fly with it. It's simple enough for someone who is not the most tech-y person. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic See what 926 reviewers think of Insightly CRM 4.2 out of 5 ยท Verified reviews from real users [ Read all reviews ](https://www.g2.com/products/insightly-crm/reviews)