All Insightly Reviews
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Insightly Reviews
Reviews Summary
Overall Rating
4.0Ratings Breakdown
5
4
3
2
1
Secondary Ratings
Ease-of-use
4
Customer Support
3.8
Value for money
4
Functionality
3.9
Pros
"I love it. If not for Insightly I'd be using spreadsheets and going crazy trying to track my long list of clients that includes boiler system bids, direct commercial and industrial system sales, building and maintaining relationships with mechanical engineers and architects, and a good number of residential boiler prospects."
"The sales pipeline views were good because you could have lots of different pipeline views with filters and segmentation options applied without having to add them every time."
"Being able to set tasks to know who you are chasing/following up means that it's all in one place and you do not have to depend on your outlook calender."
Cons
"I found it to be out of my budget and not very helpful."
"My only main issue with Insightly is the occasional lag that crops up from time to time. When updating a contact or re-organizing a report with additional contacts, it sometimes takes a while for the results to appear."
"I have sometimes experienced slow load times when working with large volumes of data or using more complex CRM features. Although this doesn't happen often, it can be a bit frustrating when I need to quickly access some information or complete an urgent task."
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