It's easy to understand and work with.

There are multiple fuctions and customizations for the user's need.

I also like the dashboards and views to organize tasks and track activity.

The reports are also very helpful. Review collected by and hosted on G2.com.

The task view can be improved. It is simple but lacks more functions. Review collected by and hosted on G2.com.

The videos for self help are extremely helpful, additionally the ability to have a support contact or the management success team as well. Review collected by and hosted on G2.com.

The downside to Insightly is having set up different Marketing tools, however the support team steps in to help. Review collected by and hosted on G2.com.

Helps keep track of customers, running reports to assist with stats and trends, follow-up dates, self-automation, and integrating with Gmail, calendar, etc. Review collected by and hosted on G2.com.

Minor bugs, and constant refreshing while working on notes or updates caused me to lose the notes that I took. Review collected by and hosted on G2.com.

Tried to use this CRM product and it seems that it is very easy to use and implement. Also have multiple features along side their customer support is very helpful they helped in integrating the software.

I have been useing it for a long time. It is easy to use. Review collected by and hosted on G2.com.

Not much of similarities like Salesforce and Zoho Review collected by and hosted on G2.com.

That the data I need can be found easy and reduces the time needed for other work. Review collected by and hosted on G2.com.

Some times I have to add fields in order to get the information that I need Review collected by and hosted on G2.com.

Dashboard cards are most helpful as a case manager. The reporting tool is also user friendly and easy to learn. Review collected by and hosted on G2.com.

Certain fields that get added such as (Closed/Referred to CMC) don't reflect on the pipeline the same way (Closed/No contaact) would for instance. Review collected by and hosted on G2.com.

Ease of use, and number of features

Accessibilty to company information from one source Review collected by and hosted on G2.com.

I cannot export data to Excel or in CSV format Review collected by and hosted on G2.com.

The ease in navigating the dashboard, and it has a lot of features that assist with my day-to-day operations. Review collected by and hosted on G2.com.

The CRM seems to time out very frequently. It is not easy to go back and have to enter the project name again. Review collected by and hosted on G2.com.

It meets our needs. that might not sound very glowing, but it is meant to be. It does what we need it to do. It is very customizable without being too complicated. There are more integrations possible through app connect. I wish I had time to build these out.

We have the support plan. They are responsive and helpful. Review collected by and hosted on G2.com.

As with most things there are features I wish it had and little annoyances I wish they would fix. For example, it often adds logos and images from emails (that are saved to teh CRM) to teh files section. Even though I have turned off (include attachments). I wish there was a way to mass delete files so I could get rid of these. but you have to delete images one by one. So I dont'. I dont' use the phone app much. It's not so bad, but it doesn't integrate with my work flow. I work almost exclusively on the browser interface. I wish there was a more seamless way to log phone calls and tie them to an organization instead of just to an individual. Review collected by and hosted on G2.com.

Dashboards, email/sms notis, search functionality Review collected by and hosted on G2.com.

Only allows you to have 8 filters in reports-we need more! Review collected by and hosted on G2.com.