![Mary Beth S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mary Beth S.")
MS

Mary Beth S.

Small-Business (50 or fewer emp.)

3/2/2023

"CRM that's perfect for small business"

5/5

What do you like best about Insightly CRM?

Insightly CRM has an easy interface that allows us to customize the program for our individual company. Since we are a small company and don't have a dedicated IT department, the ability to get these adjustments completed quickly and easily has made a huge difference and definitely helped us grow over the past 3 years. Also, Brian Revak, our assigned customer success manager, is an amazing partner who is always available with helpful insights and quick answers when needed! Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

The only downside is that sometimes an automation gets changed due to updates to the software. It would be nice if we received an email noting the possibility of the issue due to the changes. Review collected by and hosted on G2.com.

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

We use the dashboards weekly in our meetings to quickly identify which products are selling well and which ones might have an issue that needs to be addressed. This helps us to use our time efficiently and solve problems before they get out-of-hand. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: Seller invite

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