Review of Insightly
July 25, 2017
Review of Insightly
Score 6 out of 10
Vetted Review
Verified User
Software Version
Professional
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
We used Insightly for our CRM for about 2 years, the product is solid and has the ability to manage an array of clients and projects.
- Customer Relationship Management
- Contact Management
- Basic Project Management
- Cannot manage complex projects
- No case management
- Improved efficiency
Assisted us in managing client leads and opportunities, gave us the ability to have all contacts in one place.
ConnectWise was extremely hard to implement and insightly was much easier. ConnectWise did have the ability to handle case management and project management more efficiently but for a much higher price.