8.2
Spot Score
Streamline clinical documentation for smarter healthcare.
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Insightly CRM seems to have garnered quite a positive reception over the past year. Users appreciate its user-friendly interface, customization options, and seamless integration with various tools like Gmail, Google, and QuickBooks. The ability to create custom objects, automate workflows, and generate detailed reports has been highlighted as a significant ...Read more
Insightly CRM is praised for its user-friendly interface and customization options, making it easy to adapt to individual company needs.
Users appreciate the efficient automation capabilities, such as workflows and custom object creation, enhancing productivity and process management.
The platform's comprehensive contact management system and integration with popular email platforms are highlighted as valuable features.
Insightly CRM is commended for its ability to streamline project management, track sales processes, and improve team collaboration.
The platform may have a learning curve for newcomers due to the richness of features and customizations available, which can be overwhelming without proper guidance or support.
Some users express limitations in additional apps and connectors available in the Marketplace, which may restrict the ability to access advanced functionalities or integrations with other software tools.
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Showing 91-100 out of 425
RS
Roger S
03/01/22
"Insightly CRM"
What do you like best about Insightly CRM? Insightly CRM allows the company to integrate other apps with ease. The savings over more expensive CRM systems and paying a developer are great.
DJ
David J
01/28/22
"Easy and efficient"
What do you like best about Insightly CRM? Was Super easy to use and customize we've really been able to tweak this program to meet our needs it enables multiple divisions of our company to have this ability
AU
Anonymous User
01/20/22
"User friendly CRM that allows us to keep tabs on our projects through all stages of the pipeline."
What do you like best about Insightly CRM? There are many ways to search for information and data that we have gathered from our leads. What do you dislike about Insightly CRM?
SV
Shivom V
01/18/22
"Excellent tool to connect with your target audience"
What do you like best about Insightly CRM? The way tech is used here to make sure the right people are connected is commendable, to say the least What do you dislike about Insightly CRM?
AU
Anonymous User
01/15/22
"Great Application"
What do you like best about Insightly CRM? Very user-friendly to input and search for information. Create contact, make task and arrange for Due date, Reminder What do you dislike about Insightly CRM?
JB
James B
01/12/22
"Easy to use--and allows for matrixed relationships!"
What do you like best about Insightly CRM? I needed the ability to associate a single person with multiple companies, multiple opportunities, multiple projects, multiple tasks, etc. Insightly does this. Others do not. I absolutely love it.
AU
Anonymous User
01/10/22
"Great Platform"
What do you like best about Insightly CRM? The Platform is easy to use and needs very little time to learn how to use it for beginners. What do you dislike about Insightly CRM?
AU
Anonymous User
01/09/22
"Completely changed the game"
What do you like best about Insightly CRM? Insightly really helped our consultancy business expand and enhance our professionalism. In an industry where relationships are so important, having such a great CRM really helped us in a big way.
AU
Anonymous User
12/29/21
"Great CRM"
What do you like best about Insightly CRM? I love how customizable this CRM is. The way I can create very specific processes and tasks that I can easily follow is one of my favorite features, not to mention the ability to assign tasks to others and track the progress.
AO
Arahina O
12/21/21
"Insightly CRM review"
What do you like best about Insightly CRM? I enjoy the dashboard. It is simple to understand and shows you quantitative data to pull for reporting purposes. We also track the progress of our clients and can keep on top of the comms.
