Because of its extensive adaptability, I can make it fit the particular requirements of my company. Workflows, reports, and custom fields are simple to add. Review collected by and hosted on G2.com.

For me there is nothing to be dislike about insightly till now. Review collected by and hosted on G2.com.

Has all the features a business needs like ease of use, robust reporting & customizations without the high cost that comes other well known CRMs Review collected by and hosted on G2.com.

We haven't found anything we dislike! And we have been using Insightly for over a year! Review collected by and hosted on G2.com.

Troubleshooting is possible. We had an issue with duplicates and the developers were quick to correct that. When used consistently, it does help increase conversions. Review collected by and hosted on G2.com.

-The customer service requires quarterly business meetings which are essentially meant to upsell you different products

-Sometimes to correct a problem, you'll have to talk them out of scheduling a meeting with you, and just fix the problem and let us know when it's fixed without a meeting Review collected by and hosted on G2.com.

One thing I love the most about Insightly CRM is how the projects are structured and how easy it is to find the information we need. We use Insightly for project management, timelines, and to track the status of any project. Review collected by and hosted on G2.com.

What I do not like very much is the limited fields to have on a project page - even though it is easy to create "custom objects" that use pointers to point an info - I think that more fields would be amazing. Review collected by and hosted on G2.com.

The intuitive layout makes it easy for new employees to learn the system, and keeps it easy for existing users to manage client information, and sales pipelines. Review collected by and hosted on G2.com.

There are so many potential fields to use, that it's a learning curve to figure out how a business wants to set up data fields for useful metrics. Ultimately a background in data management is helpful for using this CRM. Review collected by and hosted on G2.com.

I love that you can keep track of your contacts and following your customer relations processes all in one place! The pipelines, ability to assign tasks, and keep track of communication is awesome! Review collected by and hosted on G2.com.

There is a degree of getting used to the functions and how they interface with each other. The learning curve was a bit much for me at first, but once I spent some time playing with it, it was easier. Review collected by and hosted on G2.com.

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.

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.

Lead and Opportunity tracking on the platform Review collected by and hosted on G2.com.

Some data is not automatically replicated across sections Review collected by and hosted on G2.com.

It is incredibly intuitive and easy to use Review collected by and hosted on G2.com.

It buffers too much. takes to long for updates to show. Review collected by and hosted on G2.com.

Clean presentation, Good color contrast makes it easy to see and read, and use. Specially if you are working long hours Review collected by and hosted on G2.com.

Sometimes it takes too long to interact with other software. we use twilio for phone system, and somtimes corky. Should have a phone system module with call recording. some of the JOTforms can use some more combo boxes and dropdowns. Review collected by and hosted on G2.com.