Insightly CRM

Love Insightly desktop version. Hate the app. It sucks, don't get me wrong, it works, but the ui sucks.

Easy to use mobile version of Insightly seems to have all the functionality of the web version. It is stable and fast. Only downside is the lack of offline usage

We searched high and low for a CRM that would do what Insightly can do... Insightly is how we run our business! Versatile, customizable, web-based, integrates with Google we love it!

Does app have the record ID like on the website? I could not find it in app. A bit disapointed

Who limits card scans to 5 per month as a paid feature when other apps do it for free.

Easy to use. Great to have easy access from both PC and Phone.

We use Insightly for our CRM for 2 months now and really like it. Integration with Google Apps is really helpful.

This is great for tracking our customers. I recommend it highly.

I need help I can't save nothing new and I'm lost Ericthered4000@gmail HELP I need this

Absolutely love what Insightly has done with the app. Significant improvements on every update. Awesome work.

Great app, really has helped me coordinate my dealings with my contacts

we use it for our business and we love it

Not able to login

I love this app. Makes my work so much organized

Would really like a secondary widget just for lead contact capture

Best business tool

Works great for me.

Quick and efficient. Exactly what I want for mobile

Its ok

Hands down best CRM and Google integration...

Life saver!

The app has definitely gotten better over time. My initial review would've been 2 stars when I first started using it in early 2016, but now, based on the fact that the web app and the mobile app have more similar capabilities compared to before, it's a 4 star rating from me.

Since the standard web access through my laptop is virtually unusable due to slowness, the app at least allows some ability to operate with my data.

Great value. Usually use on laptop but mobile app very helpful /friendly when I'm in the field. Definitely recommend Insightly.

Great mobile access to my data online.

Pretty decent

I am still setting it up.. I can tell you it is invaluable for tracking my outside sales agents activities. Itegrates with just about everything I use... Absolutely easy to use.

Tried to login with G suit on both phone and tablet and nothing happens. No prompt, just nothing.

Thid is da BOMB DIGGITY!

I cannot any longer fill in note comments. This is not helpful at all, since I like to record my conversations in contemporaneous notes. Note ???? happy.

Pretty good mobile version of the desktop version. No complaints so far as I can use it in there after a sales call to make notes about the transaction.

Insightly is well organized for what I do as an Appliance dealer- relationships were never easier to keep track of!

Background notes need to have a larger character allowance

I have been using this app for about three years. I am very happy that they continue to develop more features. Granted, I am not a large company, so many of the improvements are not something I need. However, it is important that they continue to try to make this app more friendly and capable. I would recommend this to a sole practitioner who needs to keep a large number of clients and prospects in control. I make notes of what I said and what he said. I email through this app, or I attach the email during the process of sending the email using my gmail account. The more I use it, the more I depend on it. I use the mobile app to record meetings after they take place. When I am sitting in my car, before I move to the next appt or to home, I record the most important aspects of the meeting. Buy it.

The app has potential but I think is missing a few key features. When importing contacts search for specific contacts will be imported instead of having to scroll through an entire list. When doing a mass Imports a lot of the organization's I had attached to my contacts didn't come through. Import the contacts one at a time the companies they work for show up. If I make an update to my contacts in my address book and then we imported in, the contact duplicates instead of updates. Something in the system that could recognize duplicates, or ask to merge certain contacts would be ideal. In fact I'd rather keep my contact list on the phone I have it sync rahter having to push it up each time. The same thing with Google Calendar, I would like to keep my events on the Google side but be able to add events from the app or the website be able to see the calendar through it. Basically I'm not asking insightly to store my company data as much as help me manage and organize it.

Ok app. Problems that need addressing, 1. Need to be able to automatically sync and update contacts on phone tied to a specific account. 2.need to be able to select which page to open to, very rarely do I want open tasks first almost always I'm looking up a contact to update. 3. Clean up search algorithms

I use insightly CRM for my small business and I find it very easy to work with and have also costumized for my needs with ease. The mobile app is also good and I can basically manage with it outside the office, without a laptop. The great aspect of Insightly is that the platform is constantly improving with more integrations, features and ease of use.

Fantastic CRM for our small, rapidly growing business. We love the customization it allows us and it helps us keep track of our enormous list of tasks, contacts and organizations, and our ongoing projects, in an organized manner. The one thing it is missing, is the ability to integrate our financial software, but we are hoping insightly will incorporate that soon.

I could not see income through the app. No reports section I can review. Or maybe I just could not find it.

Perfect CRM for us! Every detail of every project in one place, well actually, in many places, as in your phone, tablet, laptop, lets you work from anywhere! Love the Gmail gadget and Google calendar integration!