![Doyle M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Doyle M.")
DM

Doyle M.

VP Show Services

Events Services

Small-Business (50 or fewer emp.)

7/2/2015

"Good intuative interface with generous onboarding support."

5/5

What do you like best about Insightly CRM?

After reviewing many CRM products, I settled on Insightly as the best mix of features and affordability. It has a very straightforward user interface, allows for ample customization to accommodate our sales flow and business practices and has the added advantage of an incorporated project management module. I have nothing but good things to say about the customer service attention I have received and all of the great free onboarding help and resources the company provides. Thus far, I am jubilant with Insightly as a company and as a CRM software solution. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

This IS NOT Salesforce. It does not provide the type of advanced functionality and reporting that the market dominating solutions provide. It could use some work on some of the repeat timers and other scheduling functions, and it currently has limited scalability. At this point, I would say that it is a good solution for a small or medium sized business that doesn't have the IT resources that more functional packages require. Review collected by and hosted on G2.com.

Recommendations to others considering Insightly CRM:

Know that you are not getting into a "high end" CRM solution. This is an easy to administer, easy to use CRM with minimal bells and whistles. The project management module is a nice addition that gives a good option to small businesses that need a follow through plan. Review collected by and hosted on G2.com.

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

We are a company that is currently working on moving from an organic growth model to a sales driven model. We are installing Insightly to be our primary sales lead, opportunity and commission tracking solution. Review collected by and hosted on G2.com.

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