Insightly CRM Ratings

Overall

Ease of Use

5/5

Customer Service

5/5

Likelihood to Recommend

5/5

Susan A.

Sr. Manager-Business Operations

10,001+ employees

Used the software for: 1-2 years

Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Likelihood to Recommend
10/10

“A reliable and completely user-friendly tool with immense productivity.”

Overall: Insightly CRM offers a wide range of services for our business to improve our customer services and have provided us with benefits to enhance our marketplace. It has allowed us to successfully engage our working relationships with the clients in a more reliable way. I have also been performing project management tasks with this tool.

Pros: Insightly CRM is itself a very reliable tool which allows the user to gain the most of the advantage with its easy to use features and efficient tools. We can also easily integrate it with other tools to improve the overall productivity. It's super responsive when dealing with the customers. We can easily maintain our sales cycles and ongoing customer service to provide extra care for the clients. The user-interface is also quite easy and manageable than other such tools.

Cons: Chrome extensions are bit of a clunky addition which further complicated the working procedure so mostly avoid it. The other tools integration is right on point but the social media integration misses few of the parts and continues to be a wastage of time for us. In the end, it proves to be much effected on our overall work and improves the efficiency of our work routine.

Vendor Response Hi Susan, Thank you for the feedback. The Chrome Extension you're talking about is actually sunset. Try the new Add-On.