What do you like best?
What I like best of Insightly is that it has many functions and you can easily "link" different items without any weird constraints other systems have. The web browser based interface is good, looks nice and is pretty responsive (fast). Lastly, I love the fact that they have an API for those who would like to use their own solution to access the data.
What do you dislike?
Even though I love Insightly and have used it for over 3 years, on an organization with 9 people, and that so far I have no plans to switch to another system, the backup options are ridiculous, to say the least: There is no option to back up your data. Period.
You can export most of your data and receive it in XML format, but that data cannot be reimported again to Insightly. They offer that if there is some kind of "data disaster" they can work on a case-by-case basis but no promises at all.
You can export most of your data, but re-build an Insightly installation from another one is simply not an option.
Recommendations to others considering the product
Be fully aware that disaster recovery is almost non-existent. If you are in contact with their sales people, bring up that point. For most people, it will be a deal breaker. For me it is a major source of stress but not a deal breaker and hencefort use and enjoy the system. I truly hope nothing ever happens to our data or I would be in deep trouble I know.
What business problems are you solving with the product? What benefits have you realized?
Handle leads, opportunities and projects. Manage contacts, store most business-related emails (including their attachments).