DS Dionne S. Senior CRM Administrator/ Developer Enterprise (\> 1000 emp.) 3/26/2023 "Delivering world-class online data storage" 4.5/5 What do you like best about Insightly CRM? I particularly appreciate Insightly's flexibility in creating custom categories and labels. Whenever I want to store or label specific information, there is already a built-in system that recognises my particular use cases. For example, when tracking follow-ups with recipients by industry classification (music industry versus film production), this feature comes in handy! In addition, from an analytics perspective, it helps me to think ahead before launching new projects, as these activities can be tracked just as quickly - all within a unified platform that keeps everything set up and running seamlessly, rather than having to constantly switch between services such as email platforms + CRM applications - providing companies with real-time data on their customers as well. Review collected by and hosted on G2.com. What do you dislike about Insightly CRM? We dislike the lack of convenience when it comes to sending mass emails through Insightly CRM's default email system. To get around this limitation, we have chosen to use multiple external providers, in addition to BCCing our CRM account with each message sent, so that they are correctly connected at both ends. It would be helpful if there was a way for us to add many contacts at once and send a bulk prospecting email, rather than having to manually enter each contact into the platform one at a time. Review collected by and hosted on G2.com. What problems is Insightly CRM solving and how is that benefiting you? With Insightly CRM, I'm able to effectively track and manage my daily tasks. With customisable tasks for opportunities and projects, I can now maximise my productivity throughout the day. This provides me with countless benefits, such as streamlining workflows and increasing my efficiency. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller See what 926 reviewers think of Insightly CRM 4.2 out of 5 ยท Verified reviews from real users [ Read all reviews ](https://www.g2.com/products/insightly-crm/reviews)