![Elizabeth M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Elizabeth M.")
EM

Elizabeth M.

Small-Business (50 or fewer emp.)

2/23/2023

"Not too complicated"

3.5/5

What do you like best about Insightly CRM?

It is easy to use, especially if you do not have a tech team to build automation. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

The two items I would like to see Insightly address are:

1 - adding a cc: functionality to email automation; we currently have to send separate emails to our internal team that needs to be cc'd on client-facing automated emails.

2 - Reports should be able to be turned into dashboard cards. The 2 live separately in Insightly's functionality Review collected by and hosted on G2.com.

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

Along with the CRM functionality we keep track of all client projects in Insightly as well as have custom objects built out to document our clients journey during their tenure with us. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: Seller invite

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