G2

Ishan S.

Manager and Dietician at Chaitanya Homoeo Clinic, Medical Store Owner, Content Creator

Hospital & Health Care

Small-Business (50 or fewer emp.)

6/11/2026

"Keeping Customer Workflows Better Connected"

4.5/5

What do you like best about Insightly CRM?

It helps me keep customer information, follow-ups, opportunities, and ongoing activities organized in one place. I work as a Dietician and Nutritionist, manage a homeopathy clinic, and also create health education content. My work involves handling consultation enquiries, wellness program discussions, follow-up communication, and educational outreach activities, so having everything connected inside one system is very useful. What I like most about Insightly CRM is that contacts, leads, opportunities, tasks, and project-related activities stay linked together. When I receive a new enquiry, I can track the contact, manage follow-ups, schedule activities, and continue organizing related work without losing information between different records. This makes daily CRM work more structured. I regularly use contact management, lead tracking, opportunity management, task management, calendar activities, and reporting features. These help me organize consultation enquiries, monitor follow-up progress, schedule discussions, and keep track of ongoing communication. Having activity history available alongside customer records makes it easier to review previous interactions before the next follow-up.

Another thing I find useful is the way projects and tasks can be managed within the same platform. For health education initiatives and ongoing wellness programs, I can keep activities, deadlines, and related records organized without switching between multiple systems. The system is easy to understand, implementation for everyday use was straightforward, and performance has been smooth during regular work. Moving between contacts, leads, opportunities, tasks, and projects feels responsive, even when managing multiple records. The available integrations and workflow features also help keep information connected and reduce manual tracking work. Overall, Insightly provides a good balance of CRM, activity management, project tracking, and organization tools. Review collected by and hosted on G2.com.

What do you dislike about Insightly CRM?

I like how contacts, opportunities, and projects can be connected together, but sometimes maintaining those relationships requires a little extra setup when records become more detailed. It works well once everything is organized, although the initial record structure can take some time to maintain consistently. For larger workflows this makes sense, but for smaller day to day activities it occasionally feels more detailed than necessary. Review collected by and hosted on G2.com.

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

It helps me keep contacts, leads, opportunities, tasks, and ongoing activities organized in one place instead of managing information across multiple records and tools. Having customer information connected with follow-ups and activity history makes it easier to keep track of ongoing discussions. I use Insightly CRM to manage consultation enquiries, wellness program leads, follow-up communication, and health education related activities. The platform helps me monitor enquiry progress, schedule tasks, manage opportunities, and keep important information available when I need it.

The combination of CRM and project-related tracking is also useful because I can organize ongoing activities, deadlines, and communication without switching between different systems. This helps when managing multiple enquiries and ongoing initiatives at the same time. Having contacts, opportunities, tasks, projects, and activity records connected together improves visibility and reduces the need for manual tracking. It helps me stay organized, follow up more consistently, and manage day-to-day customer and activity management work more efficiently. Review collected by and hosted on G2.com.