Tickit Health Reviews in June 2026: User Ratings, Pros & Cons

Insightly Review

What do you like best? Insightly easily allows me to easily organize and manage my customers and has helped greatly streamline my sales process. The tasking system is easy and quick to use and, as a sales rep that works with many new customers on a daily basis, adding new contacts is a breeze. What do you dislike? I dislike being forced to have separate contacts for the organization and those who work at the organization. Also, an update that was pushed a couple months ago really threw a ...

Works good if you have the time to do a lot of data entry

What do you like best? organizes my clients and can generate custom reports and lead sheets for sales What do you dislike? takes a lot of effort and time. Have to have someone to enter all the information. also, lead section is organized my persons name, cannot change that, would be better to be organized by company name since we don't always have a point of contact yet when we generate a business lead. Also easier to recognize the lead by company name. Recommendations to others ...

Clean and Straightforward Sales Tool

What do you like best? I like that Insightly is very straightforward, while still being customizable to your needs. Our company doesn't require all the bells and whistles that other tools have (we're a mid-size company, so it's not necessary, so Insightly has the main, critical pieces that you need for proceeding with client relationships and sales - easy Opportunities area, a place for Contacts, and a plugin to connect your email to your Opportunities. What do you dislike? Tying ...

Solid sensible online solution but not as good as it claims

What do you like best? Insightly lets me put everything in one place, so it is really easy to feel confident that my contact database is complete. It allows me to know who I have contacted when and about what so this is useful. What do you dislike? There are two things. Insightly does not actually give you a CRM workflow - you have to create that for yourself and put it on top. So it is not actually as intuitive as it could be. Second I had an instance when a lot of the tagging that I did ...

Insightly - great Salesforce alternative

What do you like best? Insightly is a great alternative to Salesforce. It has most of the same functionality at a fraction of the price. The interface is clean and easy to get the hang of. We integrate Insightly with Slack so that notifications or updates get sent through Slack and notify the team. This is especially helpful for our management team. What do you dislike? The downside is that it does take a little getting used to, it's obviously not exactly the same as Salesforce in terms ...

Very good starter CRM

What do you like best? Has adequate features, even on the free tier. As a starting real estate agent, there are already enough costs we have to incur, so having a starter plan that would not cost any money at first was an important consideration. It was very easy to get started by importing CSVs of our existing contact lists. Customizable and flexible. For example, I can create custom lead sources to track ROI on my advertising methods. Tagging also allows categorization of nearly any ...

Insightly The best CRM for small business owner

What do you like best? I have been using insightly for a more than two years now. It was my introduction to CRM. I like the simplicity and ease of integration with other apps. project Managment, ease of use and reliablity, Free and Trial version which lets you try out the app and also best for small business owners to get full grasps of CRM for the first time. extensive knowledgebase to help you get started with little or nohuman contact. The mobile app is best for on the go use. ...

Very good functionality even at the free level

What do you like best? The Opportunities section within Insightly is robust and allows the addition of custom fields in a free account. For example, I wanted to note the referral source for each opportunity, so I created a custom field called "Referral Source." I also like the Insightly gmail widget, which allows me to add a new Opportunity (or Contact straight from my G-Suite email. What do you dislike? I've been trying to figure out the workflows, and it's not very intuitive. I end up ...

Basic but good for small businesses

What do you like best? The feature I like the most about Insightly is how much you can customize it. Instead of having a specific process for using the application, you can create your own templates, pipelines, categories etc. This way it adapts to the different ways people work. I am also a fan of how you can link anything to anything (contact to business, or contact to opportunity for example. I also like how it's overall very easy to use. What do you dislike? The "Leads" feature came a ...

Great CRM software

What do you like best? Easy to use, this CRM is a powerhouse. Easily store emails, notes, leads, contacts and more. Sync google calendars. Apply tags. Build pipelines and activity sets. Set User Permissions. You can even allow automatic social media profiles to be found and added to all contacts. Easy to import contacts from another database. Syncs nicely with mailchimp. Customer service is fantastic. And to top it off, Insightly even offers a free trial. By far the best CRM I have found ...