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Insightly

Insightly is the modern, affordable CRM that teams love.

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Insightly Reviews - Page 4

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639 reviews

Recommended

AR
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Verified reviewer

Information Technology and Services, 51-200 employees

Used daily for 6-12 months

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Insightly is Right Sizedly!!!

Reviewed a year ago

It's great

Pros

It does just what we need with a little modification to our methods

Cons

This tool can't do everything like a tool like Salesforce CRM. It also doesn't require a full time Admin like Salesforce.

AR
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Verified reviewer

Accounting,

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Great CRM tool for small and growing businesses

Reviewed 6 years ago

Great for tracking and progressing sales opportunities and general business development

Pros

The option to create custom fields was a real hook for our business as we require a great deal of specific data and capture it in specific ways. The pipeline feature for defining custom workflows is a great feature which allows us to carve out our own procedure and modus operandi.

Cons

The UI feels a little outdated at times. The important date reminder feature is not as user-friendly or functional as hoped. We really require projects/workflows to auto generate on a defined schedule and struggled to make the best use of this software without addressing that need.