![Christopher F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Christopher F.")
CF

Christopher F.

Manager of Business Development & Strategic Growth Advisor

Small-Business (50 or fewer emp.)

2/23/2023

"Great CRM to help manage client prospect data."

3.5/5

What do you like best about Insightly CRM?

I like that you can work through prospects from an Account and Contact level and really drill down on all activity for each account. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

Reports are difficult to customize at times and painful to pull in certain data for specific reports. Review collected by and hosted on G2.com.

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

Managing customer data from an agency perspective. Their customization has helped us really make it our own. Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: Seller invite

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