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Review of Insightly

Melanie Thompson

  • Reviews Icon 3 Reviews
  • Points Icon 60 Points
  • Screenshots Icon 0 Screenshots

Overall Rating
Ease of Use
What does the company do well?
We love the ability to customize fields that is very important to us. The import and export feature is also important so we can make bulk edits. So far Insightly has been developed in a way that makes things easy to setup and start using right away, but also gives you a good deal of customization which is essential to the intricacies of our business.
What does the company not do well?
Sometimes the import feature is a bit clunky and insightly fields themselves are not recognized, making things difficult when trying to import.
What do you wish you had known about the company before using?
Managing our quoting queue, and also getting reports regarding quotes, sales, etc. The benefits are being able to look both at a high level with ease but also to get fairly granular and look at the details.
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