Amazing CRM platform that allows us to keep track of our business progress

What are the best aspects of this product?

Insightly is great for improving the workflow, contact management status and creating projects. We love the integrations with Google, Mailchimp and others. We can store emails sent through Google to Insightly account. This software is easy to use, easy to set up and it’s very intuitive. I have used other CRM platforms but they are all complex and difficult to operate. I like that Insightly provide us with new features.

What aspects are problematic or could work better?

I would like to see improvements in the integration with Quickbooks. We have to add invoices and clients first and then we can view them into Quickbooks. Also, I would like to add contacts to Quickbooks vie Insightly. I cannot upload activity set task through CSV file so I have to enter manually.

What specific problems in your company were solved by this product?

Insightly helps us to keep track of clients, projects, workflow and tasks. Many of my clients are able to manage their business via Insightly. With pipeline I have increased the consistency of client follow-through. The app allows me to streamline my projects, manage employees, this is because of notification and report features, I have full picture of what tasks they have completed. We use the new email template feature and we love it.

Are you a current user of this product?

Yes