9.3
Spot Score
Streamline your sales and marketing efforts.
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Starts from $29/User/Month
Insightly CRM stands out as a user-friendly and customizable platform for businesses aiming to improve sales processes and centralize customer data. Its strengths lie in its adaptability to various organizational needs, offering features such as pipeline tracking, task automation, and contact management. Users appreciate its ability to seamlessly integrate with ...Read more
Insightly helps manage contacts, leads, deals, and opportunities, offering a unified platform for sales and marketing teams.
The built-in real-time messaging feature makes collaboration easy, keeping teams aligned on deals and client communications.
Insightly syncs with Outlook and Gmail, simplifying the process of organizing contacts and tracking communications.
The intuitive interface makes it easy for teams to adapt quickly and start using the platform effectively.
While useful for basic CRM tasks, Insightly's reporting tools could be more robust for advanced analytics.
The mobile app doesn't offer the same range of features as the desktop version, which could limit productivity on the go.
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Showing 701-710 out of 876
CD
Chrissy D
11/09/17
"Great CRM for Teams and Solopreneurs"
What do you like best about Insightly CRM? I love the Activity Sets and Pipelines. It is easy to schedule follow-ups and standard projects and not miss a beat. What do you dislike about Insightly CRM? I wish I could automate with my invoicing software. Recommendations to others considering Insightly CRM: Attend the webinars and think carefully about which metrics you want to track. What problems is Insightly CRM solving and how is that benefiting you? Contact management, lead follow-up, and ...
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AU
Anonymous User
11/09/17
"Simple and effective"
What do you like best about Insightly CRM? Insightly is easy to navigate and so quick to pick up and use. What do you dislike about Insightly CRM? Personally I'm not a fan of the colour palette they have used Recommendations to others considering Insightly CRM: Use their customer success team to get you up and running. What problems is Insightly CRM solving and how is that benefiting you? Managing our inbound enquiries and sales process would be (and was) extremely difficult without ...
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AU
Anonymous User
11/08/17
"really tedious"
What do you like best about Insightly CRM? leads are all in one place and grouped by category What do you dislike about Insightly CRM? Really tedious and little tech tweaks needed What problems is Insightly CRM solving and how is that benefiting you? Managing clients
AU
Anonymous User
11/08/17
"Excellent platform "
What do you like best about Insightly CRM? I like the functionality with reporting features and customer service is decent. What do you dislike about Insightly CRM? It's time consuming and overall very slow. Recommendations to others considering Insightly CRM: Great customer service, although I only recommend insightly for larger companies with a lot of sales. What problems is Insightly CRM solving and how is that benefiting you? Integration with company employees communication at our ...
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AU
Anonymous User
11/08/17
"Excellent platform "
What do you like best about Insightly CRM? I like the functionality with reporting features and customer service is decent. What do you dislike about Insightly CRM? It's time consuming and overall very slow. Recommendations to others considering Insightly CRM: Great customer service, although I only recommend insightly for larger companies with a lot of sales. What problems is Insightly CRM solving and how is that benefiting you? Integration with company employees communication at our ...
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AU
Anonymous User
11/08/17
"really tedious"
What do you like best about Insightly CRM? leads are all in one place and grouped by category What do you dislike about Insightly CRM? Really tedious and little tech tweaks needed What problems is Insightly CRM solving and how is that benefiting you? Managing clients
AU
Anonymous User
11/08/17
"really tedious"
What do you like best about Insightly CRM? leads are all in one place and grouped by category What do you dislike about Insightly CRM? Really tedious and little tech tweaks needed What problems is Insightly CRM solving and how is that benefiting you? Managing clients
AU
Anonymous User
11/05/17
"Good CRM for the pricepoint"
What do you like best about Insightly CRM? Insightly is a good CRM for the price point. The workflow is decent, it offers customizable features and training resources. I also enjoy the UI and overall look and feel. What do you dislike about Insightly CRM? I feel Insightly is lacking in a few areas, that more enterprise solutions seem to offer. One thing our team has noticed is that if you convert a lead into an opportunity, there is no "back button." This can be cumbersome if someone ...
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AU
Anonymous User
11/03/17
"Best Budget Friendly Crm"
What do you like best about Insightly CRM? I love that it's easy to start up and sync with my google account What do you dislike about Insightly CRM? I don't like the limitations fir the lower priced packages What problems is Insightly CRM solving and how is that benefiting you? It's easy to maintain customer relationships
AU
Anonymous User
11/01/17
"Insightly is pretty, easy to use"
What do you like best about Insightly CRM? I like the way it manages clients, it makes it easy to navigate. I can track things easily with the software. I can put notes, tasks, etc...that is very helpful. I think there is a small learning curve to the software, but overall it is easy to use. I found it a much better system then similar crm softwares. What do you dislike about Insightly CRM? I disliked the email templates, they don't seem to fit the purposes of the software. I know you can ...
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