# Insightly Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Insightly the right CRM solution for you? Explore 654 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/130671/Insightly/reviews --- Insightly 4 (654) [View alternatives](https://www.capterra.com/p/130671/Insightly/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Insightly Ease of use 4.0 Customer Service 3.8 ## Pros and Cons in Reviews Affordable small business CRM 89% positive reviews out of 73 Most reviewers indicate professional use suits small businesses, offering scalable features, easy setup, and cost-effective organization. Hanane M Freelance, 1 employee. "Insight features a comprehensive feature set, and is easy to use, making it a popular choice for companies looking to streamline their operations and drive growth." Unresponsive customer service experience 41% negative reviews out of 99 Some users say customer support is difficult to reach, slow to respond, and often unhelpful in resolving issues. Comprehensive activity tracking tools 88% positive reviews out of 48 Most reviewers find tracking features helpful for monitoring contacts, projects, sales, and maintaining organized client information. Marek T CEO, 2 - 10 employees. "The platform provided a user-friendly interface that made it easy to manage and track customer relationships." Limited and cumbersome email features 36% negative reviews out of 92 Some reviewers describe email integration as lacking automation, difficult to manage, and missing essential tracking or linking capabilities. Effective team task coordination 97% positive reviews out of 34 Most reviewers describe team collaboration as streamlined, improving productivity, communication, and project task management. Mark B Owner Broker, 2 - 10 employees. "Good amount of Task Management Features and strong Team Collaboration features." Frequent bugs and slow performance 89% negative reviews out of 45 Most reviewers report bugs and issues, including glitches, slow response times, and unresolved technical problems impacting usability. ## Showing most helpful reviews Showing 1-25 of 654 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Joshua K. Owner Utilities Used the software for: I used a free trial ### "Brings all record-keeping together" December 25, 2019 4.0 We have only been using Insightly for a couple of weeks, but overall I've liked it a lot. Prior to using Insightly, we were manually note-taking in Word documents for each client. Each time that a lead was converted, we then had to go and update everything. Now that we are able to integrate all of our notes, contacts, emails, etc. into one system, the workload has drastically lightened. Pros The thing that I like most about Insightly is that it allows me to document everything from start to finish with each customer. For example, if I send an email to a lead/customer, all I have to do is add that as an attachment in Insightly and I can go back at any time and see anything that was linked with that particular person. This helps track progress when passing off to other team members, too. In a sense, Insightly brings all of the "record-keeping" together and puts in one simple platform. Cons The project management function is pretty basic. Unlike a couple other CRM software that I've tested, Insightly does not offer many of the graphical views that the others do. Being someone who has an easier time seeing data in the visual realm, this was a feature that I wished Insightly would add. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Insightly Salesforce was not transparent in their pricing. Also, my colleague told me that she heard Salesforce is difficult to set up. Review Source Response from Insightly December 30, 2019 Hi Joshua! Thanks so much for your kind words. We work hard to make Insightly a preferred CRM for businesses like yours, and are thrilled you're making the most out of our platform. Thank you for being our valued customer. We look forward to helping you and your team reach new heights! CD Christina D. Administrator Marketing and Advertising Used the software for: 1-2 years ### "Insightly is a great CRM Tool" July 31, 2023 4.0 Overall, the CRM product has been a great business tool for everyday use. I would certainly recommend it to a business if they can afford the price point. Pros Insightly offers many products and features to be a one-stop-shop in the administrative world. It allows a company to keep all of their client information in one location and access quickly and easily. It allows emailing clients directly in the software as well as filing previously sent emails to a client. Cons The way that some of the fields are set up, they are not made for quick editing, copying, etc. The phone number fields do not have an automated template, the number can be input anyway. The address fields, specifically state, do not have preset options and either can be an abbreviation or spelled out. It would be nice if these were preset so that it is uniform when printing reports, etc. Lastly, once you create a lead, even after converting to a contact, the lead still shows up when that specific client is searched for. It can be confusing when you need to click quickly. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) We needed an actual database that information could be extracted from and put into report form when needed. Insightly has allowed that. Review Source Pier Ludovico B. CEO Management Consulting Used the software for: 2+ years ### "DON’T REGISTER! Once you are in they lock you in a cage and throw away the key " June 26, 2024 1.0 Pros It was extremely easy to install, even though I wanted to clarify some features and it was impossible. Cons I registered, I used it for a while for CRM purposes and then I wanted to close my account. IMPOSSIBLE! Insightly is spamming every day and there’s no way to go out of this day & nightmare Review Source Response from Insightly July 8, 2024 Hello Pier, I hope all is well. It looks like your free Insightly account was still subscribed to one of our email lists. I removed you from that list to prevent further messaging. I'm sorry for the inconvenience. If there is another account I'm not aware of, please let me know. NG Natalie G. Operations & Training Manager Construction Used the software for: 2+ years ### "Insightly - We're Back Again" March 8, 2023 5.0 We love Insightly and have solved the major issue of project management as well as integration with Quickbooks so we can have a high level overview of each project, opportunity, and where we are with the quickbooks billing. It saves us a lot of time and removes a lot of human error in our processes as well. Pros The ease of tracking multiple types of projects and stages of the project and the visibility of each project's status. We tried Hubspot for two years and came back with Insightly as it was so much better to use. Cons The marketing function, and the products, pricebooks, and quotes could use some additional features compared to their competition. They aren't as easy to use and can be clunky at times. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Insightly Insightly was easier to use, we knew how it worked and our team who is not as technologically advanced was able to pick up and use the system very easily with limited training. Switched from [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[HubSpot Sales Hub](https://www.capterra.com/p/214215/HubSpot-SalesHub/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[HubSpot Service Hub](https://www.capterra.com/p/182476/HubSpot-Service-Hub/) We had been with Insightly for three years, then switched to husbpot before all the new marketing features were released in Insightly. After the person left who had us make the switch to Hubspot, we went back to Insightly and questioned why we ever left. Review Source JS Jonathan S. Executive Director Non-Profit Organization Management Used the software for: 2+ years ### "8- year customer still finding ways insightly can improve our efficencies " October 20, 2022 5.0 Insightly has replaced our Outlook contact lists entirely. It also manages and tracks our teams progress on projects, events, and programs much better than using spreadsheets or other options we looked at. Pros CRM and contact management is fantastic. Our entire team has the mobile app and we can update info on the fly and everyone gets it at the same time. We use the Project Management tool daily to track and organize our work in a variety of areas. Pipelines ensure we don't miss any steps in our standardized processes. Cons The learning curve was steeper than we expected. With customer support's help (which has been very good) we are now in a place where the software is saving us time and continually making our work more efficient. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Blackbaud Raiser's Edge NXT](https://www.capterra.com/p/247647/Blackbaud-Raiser-s-Edge-NXT/)[Bloomerang](https://www.capterra.com/p/131207/Bloomerang/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Basecamp](https://www.capterra.com/p/56808/Basecamp/) Reason for choosing Insightly The seamless integration of the CRM part of the tool with with tracking our work in other areas such as projects, events, programs, workshops, etc.. in the project management part of the tool. Review Source NH Nathalie H. Customer Care Manager Automotive Used the software for: 1-2 years ### "Useful & inexpensive CRM system for growing businesses" March 3, 2023 3.0 Overall is has been satisfactory although, some details that need improvement can turn things into a much better experience. Pros It is easy to use and easy to navigate.It does not take much time to get used to all features and to understand how the features work.The best part of Insightly, is the customer support is very responsive and always follows up on requests.They also helped us all the way to achieve our goals as a company. Cons Some parts of the software need more work and also new features like Service has too many glitches and some functions do not work properly even though have been revised and "fixed" many times.I wish it was more seamless to work with. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[monday.com](https://www.capterra.com/p/147657/monday-com/) Reason for choosing Insightly Insightly offered a less expensive package overall and they offered a more personalized customization to our business. One of the big factors apart from the price was the initial presentations of the Insightly products were very professional and helpful. Switched from [Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/) The main reason was the other product was more expensive and we also wanted to expand and connect all of our platforms in one place. Review Source AK Anne K. Director Operations Professional Training & Coaching Used the software for: 1-2 years ### "Customizing Insightly" October 17, 2022 4.0 I think it is a great, affordable product. I'm disappointed in the Customer Care response (or lack thereof). The Customer Support team is great. They can troubleshoot and fix items. Customer Care is required if you are trying to better/best use the product. I think that group needs some work. Anyone customizing the product should be confident that Insightly knows how it will be used for user's business and that may mean more questions upfront, better understanding of a client's business. Pros That we could customize. We were able to make this software work for our needs, which were a bit different than how the typical sales team might. We can track our orders and do great reporting. Dashboards are very nice feature. Ability to customize pipelines very helpful and visuals are great. Customer support team is helpful and responsive. Cons Integration with our needs was a bit difficult. Our sales person seemed to understand what we needed to accomplish but I don't think the customer care person is as savvy. Customization is great, but if it impacts how you can report items or get most accurate data, user needs to understand that. We got creative in how we used items and where possible, didn't customize, just repurposed so we got the benefit of the connections Insightly makes. In our haste to be up and using, I don't think enough time was spent on that and rework was involved. Alternatives considered [Claritysoft CRM](https://www.capterra.com/p/123868/Claritysoft-CRM/)[HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/) Reason for choosing Insightly functionality, customization and cost Switched from [Act!](https://www.capterra.com/p/175860/Act/) Did not like the web version as much as the local and the local had to sync properly. It's better to be in the web and Insightly affords that ease. People were challenged by using Act in some cases and I think just soured on it so sometimes it's best to start fresh. Review Source VR Verified Reviewer Director of Marketing and Business Development Construction Used the software for: 2+ years ### "Scalable CRM platform for businesses of all sizes" June 27, 2022 5.0 Insightly has been a beneficial addition to our sales and marketing efforts allowing us to easily store our contacts, leads, and projects in one platform. Pros I really like how Insightly can be customized and scaled to fit the needs of the business. We are a mid size company and other CRMs were too robust and complicated. Insightly is just right. Cons I think it is kind of expensive per user. I would like to see a lower monthly cost per user. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Insightly Insightly was the right sized product for us and our needs. Salesforce was too expensive and had to many features we didn't need. Review Source David H. CEO Computer Software Used the software for: 2+ years ### "Insightly is a reasonable CRM with decent functions" October 17, 2023 4.0 I selected this as our CRM. We switched over from Zoho which was universally hated by our sales guys. Pros Insightly does a pretty reasonable job as a CRM. It's quite easy to use and pretty. It has some integrations out of the box and is easy to customize. Cons No significant draw backs to it. I would say it's a middle of the road CRM system that is neither great nor terrible. Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Zoho was hated by the sales guys, the UI was aweful and not easy to use. Review Source Carolyn S. Manager Fund-Raising Used the software for: 2+ years ### "intuitive and easy to use" October 29, 2019 5.0 Pros easy to customise pipeline, good online information support Cons unable to customise reports to the extent we need Alternatives considered [Trello](https://www.capterra.com/p/211559/Trello/)[Basecamp](https://www.capterra.com/p/56808/Basecamp/)[Asana](https://www.capterra.com/p/184581/Asana-PM/) Reason for choosing Insightly price was very competitive initially Switched from [Wrike](https://www.capterra.com/p/76113/Wrike/) hunting for a product that could automate our reports Review Source WD Wil D. Owner and Chief Creative Designer Marketing and Advertising Used the software for: 2+ years ### "Good software that does the job well." August 26, 2023 4.0 It was the first CRM I used and I had a good experience using it. Pros I liked how easier I could manage contacts and tag them for a variety of purposes. This was my main reason to use the software. Cons As a solopreneur, I did not like that a lot of the features available didn't seem designed for me and I felt like I was paying for features I did not need. Review Source MT Megan T. Case Manager Non-Profit Organization Management Used the software for: 1-2 years ### "App Connect" June 5, 2024 5.0 Overall we are very pleased with Insightly and App Connect Pros App Connect is amazing. It really does help with efficiencies and workflow. It does so much more than we initially thought! We especially love how it automatically calculates our numbers. Cons It is not as user friendly as it is made out to seem. We really do need the App Connect specialist's support. App Connect is very expensive. We are going through our 10 free hours quickly and we have a lot more project we need help with. Review Source AT Anupam T. Salea Executive Pharmaceuticals Used the software for: 1-2 years ### "Insightly review" February 26, 2023 2.0 Overall experience is not good as compared to Netsuite by Oracle or Salesforce. Pros The software looks good, and easy to use. Cons The software stuck a lot when multiple users use at same time.Software stuck when we edit 2 things fastly and jumping to another option.When we upload leads most of the time leads upload twice which makes duplicate leads.There is no option of task reminder.There is no option of timing when the notes added at that particular date. Alternatives considered [NetSuite](https://www.capterra.com/p/135757/NetSuite/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Review Source VR Verified Reviewer Enrolled Agent - Certified Tax Resolution Specialist Financial Services Used the software for: 1-2 years ### "A necessary tool to run my business. No more searching for client information." May 11, 2018 5.0 Ease of Marketing and Sales process. Total contact management software that include picture of person. What a plus. Great training videos to guide all level of users. Wonderful opportunity to scale the software as the company grows from startup to height unknown. Pricing is fair and Insightly is not living on past accomplishments it is improving product continuously. Pros They offer a free version to evaluate. Since it is without a time limit I used it and gradually became totally dependent on it. During a planning meeting with staff it was determined we could increase our efficiency by adding the professional version that includes email marketing tools and an easy interface with MailChimp. Now they have my paid business. It is with confidence that I agree to pay them for a monthly service that will be used by all members of my company. The program can accommodate the growth curve in a company such as mine. We started out simply needing contact management software. Later as our sales and marketing needs became more our focus adding these features was an easy decision. There are many videos to quickly bring a new user up to speed. The experienced user can use the videos to explore the many functions that may yet be used by a company as needs and goals change. The reporting function has recently become important as we need to know the results of our marketing and sales efforts. The tool is there and ready for us to implement. I think the more our company commits to using Insightly the more our communication between owners and employees improves. We openly share information on Insightly and our feedback has been positive. In the past before Insightly, communication was dispersed informally and sometimes led to bad feelings due to the inefficiency of word of mouth. Insightly is constantly making changes and updates to its software. Cons Its not visually pretty. I know that is silly but staff has to look at it all day and they like pretty. When a new user/employee first looks at program they make the mistake of thinking it is an old program. While I am able to bring them along and show them it isn't true, their first impression is a temporary detriment to their learning curve and acceptance of the program. In order for Insightly to be the awesome tool it is, requires employee and leader acceptance. Everyone on the team has input and others depend on that input to do their job. Sloppy work seems to come from lack of acceptance. Part of this is my responsibility as a leader to insist everyone use the tools as intended but again, if the program had a new interface and pretty colors it might make a difference. Personally I always choose function first and then presentation but input from staff is a factor I have to consider. One other area I would mention is the difference between leads and contacts. They are not intuitive to some people and I think a better explanation and reinforcement in training videos would make it easier for the new user. This confusion has lead to some mistakes by my users that require a bit of corrective action by more experienced users. There is very little for me to find wrong with Insightly that isn't based on personal style and preferences. Review Source VR Verified Reviewer Membership Support Executive Veterinary Used the software for: 2+ years ### "It does the job but there is possibly better out there " April 8, 2023 4.0 Pros The task and project management works well (even though it could be improved upon). Cons As a dedicated CRM system I feel it’s not the softwares strongest element. There is definitely better out there but as a joint package it makes up for its flaws. Review Source MB Melissa B. CEO Management Consulting Used the software for: 6-12 months ### "Insightly: The Sports Car of CRM's" April 29, 2015 4.5 Pros Having worked with clients using a variety of CRM’s we’ve seen the good, the bad, and the ugly. I often times refer to insightly as the sports car of CRM’s because it allows companies to manage sales, contacts, projects, opportunities and client fulfillment in a very clean, efficient and user-friendly way. Some of the features I love best are their pipelines and activity sets. For companies that are managing lots of clients at different stages of fulfillment, Insightly’s pipeline feature helps all the players involved know exactly what they need to do and when. The client profile makes it easy for me to link contacts to organizations or note other important relationships. The ability to save my email communication and related tasks to a contact has become an essential part of how we use Insightly and it’s intuitive ability to save any attached files I send is another feature I love. Other favorite features are their mass emailing tool within the CRM. I can send a personalized email to a group of clients without having to write individual emails. A task management feature that allows me to see on one screen what I’m working on for each of my clients and in all areas of my business. With one click I can see what each of my employees is working on, what’s been done. You can create custom tagging systems to easily sort and find clients in your database. In one place see all of the projects you’re currently working on and where they are in the process of completion. Insightly’s Gmail gadget makes it easy to assign tasks, create projects, save emails, add or update contact email easily from within your email. No more switching back and forth from program to program. Insightly University provides a good training source for new users in addition to their highly responsive customer service team. I also have to mention all the strategic partnerships that makes using Insightly with other programs really seamless. For example, Mailchimp, evernote, DropBox and Google Apps for Business to name a few. Sure, there are lots bigger more robust CRM’s out there, but I don’t want to drive a Mack truck every day. I like my sports car. :) Cons Insightly's calendar doesn't work for me, but I use google calendar and haven't missed it. I wish you could customize what you want to see on the home page. Right now it's just a running list of the activity on your accounts, but not super helpful in my opinion. Right now you have to manually advance pipelines. It would be nice to set them to advance to the next stage once all the activity sets are complete. Review Source KW Kenneth W. Account Manager Renewables & Environment Used the software for: 2+ years ### "Great CRM" October 11, 2022 5.0 I love the Insightly CRM. It works incredibly well for me, and it makes my work much easier. Pros I love how easy it is to change to pull the information that I need to see. This allows us to have the best information. When you have the best information you improve the speed of getting the products out and you improve the quality of the products the consumer receives. Cons The search feature can sometimes be a little finicky when you are trying to search for a very particular project. This is probably the biggest issue that I run into on a daily basis. Review Source JD James D. Director Computer Software Used the software for: 1-2 years ### "Very easy to use and love the to-do list!" July 29, 2018 5.0 I like this program. I really do. I mean, that to-do list is so handy not only in theory but also in practice. The features make the program so easy to use and the fact that there is support on hand to explain any issues that the training videos did not cover is such a big bonus. We’ve had times during training where we were unsure of the functions, but one quick call to support cleared everything up. We feel like pros! However, the cost almost negates the good features. We are a small business and it’s difficult to justify the cost when there are so many cheaper or free CRMs available. Maybe they’ll come out with a small business version that isn’t quite as expensive but has the features you need to run your day-to-day tasks. Pros I absolutely love the to-do list. It makes it so much easier to assign tasks to my employees. I always prefer to have tasks written down to verbal tasks, so this program helps so much in that aspect. I also really like the clean, efficient look to this program. It makes it very easy to use and is not as cluttered as other similar programs. I loved the training videos that helped my employees learn the ins and outs of the program. The fact that there is tech support readily available is also a plus. I hate having only email or only phone support available, but Insightly has both! Cons It’s rather pricey. The free version does not provide all of the features that make this product worthwhile over the competitors’. To get all of the features, you have to pay more, which makes sense, just not for small business owners. The fact that a higher plan is required to forward emails is a big minus. It’s something that almost all businesses need but paying the amount for the professional version is not necessarily a cost that can be justified. I believe that if this program were a little bit less expensive it would be more useful for small and new businesses. Review Source MF Megan F. Concierge Luxury Goods & Jewelry Used the software for: 6-12 months ### "Clean and straight forward data" October 11, 2022 5.0 Insightly has done an exceptional job of creating a welcoming culture by hosting informative webinars. The Insightly team is informed and helpful, and most importantly professional with their delivery. Pros I appreciate the ease of workflow and clean data organization and presentation. Cons Limited when tailoring list views per user. Reason for choosing Insightly The app was a very big draw. We need to implement the use more. Are there advancements in store for usability and tailored down page views? Switched from [Acumatica Cloud ERP](https://www.capterra.com/p/96371/Acumatica-Cloud-ERP/) The easy customization of Insightly. Review Source VR Verified Reviewer Director Computer Software Used the software for: 2+ years ### "Insightly - Punching above its weight" November 27, 2018 5.0 We manage our business in Insightly and integrate it via their API into other systems. As such it is a real boost to our productivity. Pros We have been using Insightly for many years and have seen it grow. While there is now a lot of very advanced functionality on it, the application is still simple and intuitive to use. It still appeals to small businesses but at the same time has a lot of functionality that you would expect on a much larger CRM system. For example it is possible to create custom objects and pages in order to adapt Insightly to your business' needs. There is a an API that allows for integrations with other applications and a workflow module to apply longer running processes. Cons Insightly started out targeting smaller businesses but can see the value in larger paying clients. As such the development contributions made to the lower tier subscriptions appear to be lacking. There has been a lot of new functionality aimed at the higher subscriptions whereas a few smaller but obvious wins have been ignored. This irritates the longer term loyal but smaller client base. Review Source Mathew W. Executive Vice President Transportation/Trucking/Railroad Used the software for: 1-2 years ### "Highly customizable and advanced CRM tool with easy to navigate features. " July 30, 2019 5.0 Insightly , no doubt have been a great addition to our tools for perfect customer relation management. We can track customers, mails and leads and project at an in-expensive subscription providing us with great and handy features. Pros Insightly CRM has the most intimidating interface with easy to understand and quite productive features. It is a perfect tool for the customer relation for mid-size and small organizations. We can easily customize the tool in order to get it properly synchronized with our working and requirements. Cons From the initial look, it is not very much professional but rather seems to be a visually appealing tool. The integration with the other tool is also not so easy and reliable and affects the overall performance. The project collaboration tools also gives me a tough time so there needs to be some improvements required. Review Source Response from Insightly August 9, 2019 Thanks so much for your kind note, Mathew. At Insightly we work hard to make sure our customers have a great experience with our platform and are able to build lasting relationships with their own customers. Your feedback means a world to us and inspires us to keep up the good work. Cheers, the Insightly team. I'm more than happy to help review your integration concern. Integrations shouldn't slow the system down. Austin T. Manager of Information Systems Marketing and Advertising Used the software for: 1-2 years ### "Constantly Evolving CRM" June 3, 2021 4.0 My company switched from Salesforce to Insightly due to Salesforce's high-pressured sales people and lack of being customer-focused. Insightly is a lot better at this and really tries to develop a connection with their clients. For the most part, Insightly has most of what you would expect out of a CRM. As a developer though, I often get ask to add functionality into Insightly and a lot of times there are things that simply can't be done due to system limitations. Pros What I like most about Insightly is its simplicity. It's rather easy to get up and going with it. It's also easy to train new users on the system. Cons I find that Insightly hasn't fully developed their developer-centric features. I do have to say though that they are always working on improving in this area, but coming from a Salesforce background I find that there is quite a bit lacking. In Insightly's defense, they simply haven't been around long enough or had enough time to build up to the technical capabilities that something like Salesforce has. Review Source vC victoria C. assistant Education Management Used the software for: 2+ years ### "A CRM that makes the difference in the organization!" November 22, 2022 5.0 now we are more organized, we answer our consultations faster because of having everything in the same place! Pros the product is super easy to use, the reports are great and can be customizable and it centralizes all the information in one same place Cons sometimes you have to login several times a day because if you do not use it for a while, it logsout you Review Source VR Verified Reviewer Senior Sales Representative Packaging and Containers Used the software for: 2+ years ### "Great economical CRM with custom automations and 3rd party integration" March 11, 2023 4.0 Overall fairly good. Took our business a while to optimize and customize the experience for our enterprise. Pros Custom automations, 3rd party integration Cons Last of a robust phone system integration and the last of a prospecting module Review Source PS Phil S. Founding Attorney Law Practice Used the software for: 2+ years ### "Great product with great customer service" August 25, 2023 5.0 It has been fantastic. Not one single issue. Pros Once the system is customized for you, it is really easy to use. Cons The time it takes to customize it for me. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.