Iris Calloway
Account Executive · 201-1000
1 review written · 4.0 average
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Reviews by Iris Calloway
★★★★★
Nobody warned me the first week with a new CRM could actually go smoothly. Insightly surprised me. Our sales ops lead handed me a login on a Monday, and by Wednesday I had my pipeline set up, contacts imported, and a few tasks already linked to open opportunities. The G Suite sync worked right out of the box, which I did not expect. Onboarding documentation is genuinely readable, not the usual wall of jargon, and the in-app tips nudged me toward features I would have ignored for months otherwise.
About a year later, the CRM still earns its place in my daily routine. One honest gripe: customer support response times can drag when you hit something specific, like a tricky API integration question my dev contact had. The first reply often felt templated before things actually moved. Everything else, the contact management, project tracking, mobile app, holds up well for a mid-market team juggling a lot of moving pieces. Worth a serious look if you are evaluating options.
