An Affordable and Highly Customizable CRM Solution

Insightly's addition of Workato (AppConnect) has made it the most customizable software I've ever worked with. I find myself asking why other software companies we deal with why they don't have some of the same features as Insightly. The automation capabilities are very strong. Overall a very good software to work with.

Insightly is well suited to automate tedious functions that a sales person would do day to day. It also excels at data integrity with it's robust permission levels that administrators can manipulate. These permissions can go all the way down to the field level. You can also use C# to set validation rules to prevent users from filling things out as you had intended. Insightly doesn't do so well when quoting which is surprising. You can create basic quotes but for additional cross-object functionality you will need to make a very technical merge document. This has pushed our company to look elsewhere for customizable Quotes. We plan to integrate it with Insightly via Workato.