![Scott U.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Scott U.")
SU

Scott U.

Small-Business (50 or fewer emp.)

2/23/2023

"Just renewed our subscription for a second year"

4/5

What do you like best about Insightly CRM?

The ability to organize opportunity-related documents and connect them to other entries. Something about the bright orange color makes me want to use the platform. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

Endless options, creating a bit of a trial-and-error period. We are a relationship-driven B2B company and have not yet found a useful application for the digital marketing and app connect components. Review collected by and hosted on G2.com.

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

All of our documents are in one place and filed under an account. This includes design files, estimates, invoices, scopes of work, and presentations. This is the first step in time-saving and preparing for collaboration with remote team members. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: Seller invite

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4.2 out of 5 · Verified reviews from real users

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