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I was a subscriber for 3 years and no longer had a need for their service. Overall the user interface is decent and it was easy to upload or download data from their CRM. My biggest gripe with them is the way they handle their auto renewals payments. To make it easy to handle the annual renewal I provided my credit card info. Big mistake! Prior to the membership expiring, I knew I wasn’t going to renew my membership so I did not update my credit card info that expired several months before the actual renewal was due. On the day the subscription expired, I noticed a charge for the entire annual renewal fee. So even if you have expired credit card info in their system, they will somehow find your updated credit card info and charge your card. If this is how they run their business, I’m glad I stopped using them. Like many tech companies they don’t want to invest in a customer phone line so I had to resolve my issue via email which they agreed to reimburse me but in a very, “we’re doing you a favor” tone. If this is part of their term and conditions, then run the other way. By the way, if they charge your card, there are no refunds either even on a pro rated basis for the annual membership. DON’T USE THEM UNTIL YOU READ THE FINE PRINT ON THEIR CANCELLATION POLICY.

I’ve been using Insightly for +3 years now and am seriously shopping for a good project manager which I need more than a CRM. Insightly seems to be a CRM first and the project mgt is an after thought. I also find Insightly very buggy. I have odd issues were all the data appears to be entered correctly but not showing up in queries correctly. So I’m working diligently to drop Insightly partially because of this apps poor functionality on the project mgt side. All projects I’ve ever worked on show up and not just current ones. To me it is far from intuitive and I can’t filter project types. I find it very frustrating and confusing to use and doesn’t work at all when not online like Omni focus or other app I’ve used to. Looking seriously at Mondays and Trello.

I could go on and on about this CRM, but I’ll be brief to warn those looking for CRM that will help track your tasks and sales cycle. This doesn’t only include the mobile app but Insightly itself. Mobile: Unfortunately, in the real world when you talk to a customer you complete that task, but usually that requires another action-you’re out of luck with Insightly. When you complete a task there is no option for follow up, should be automatic, it’s gone. Know I’m required to complete three additional steps to schedule another follow up-ridiculous! Again, I could go on and on about the very poor design of this app. Website: I will just tell you this be prepared to spend countless hours trying to work with Insightly and design the CRM to fit your needs. This CRM is NOT user friendly AT ALL!!! Again, I’ve been working with a wide variety of CRM’s for over 20 years and this, is without question, the worst I’ve ever worked with. I can assure you I did not select this software and I do not work for another CRM developer. You are warned-be prepared to loose several hours of potential sales trying to be the developer of this software. Horrible!