Insightly CRM Reviews

Insightly CRM is a customer relationship management software. It is primarily used for businesses ranging in service to manufacturing, accounting, and health care. It can be used quite well in multiple industries because it also has a project management function, not to mention several other enterprise-level features, along with an open API where you can integrate other tools. It can be used as not only a CRM, but it does its management application as well. I have used the standard, professional, and enterprise versions of the solution.

I don't use Insightly CRM as a software developer or architect. I use a solution called monday.com, which is a little more flexible in terms of project management. When it comes to my clients and their use cases, I primarily service the financial or accounting tax consulting industries, and the clients have used Insightly CRM to grow their business by 500% and 1000%. We are able to handle thousands of clients using Insightly CRM and dozens of employees for these accounting firms. We take advantage of all the modules, lead management, opportunity management, sales, project management, custom objects for tracking employee time, tracking the budget hours per week per employee, etc. 

We track assets such as computers, software, and programs so that we can perform security audits as a part of a written information security plan, which is obligatory for accounting firms to have now as a part of the IRS and FTC regulations. In addition, we use it for human resources to manage employees, which is another type of asset but a more valuable one. So we expand Insightly CRM not only to its core functionality but also to make custom objects to manage other parts of the company that are just as valuable.