8.2
Spot Score
Streamline clinical documentation for smarter healthcare.
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Tickit Health offers custom pricing plan
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 111-120 out of 425
RA
Rosie A
12/15/21
"Easy to use and hub for all information"
What do you like best about Insightly CRM? I find the comments section the most useful as different team members can update tickets with comments and then there is essentially a full handover of where the task is up to without needing to physically talk to another person
MP
Mark P
12/15/21
"Simple and easy to Navigate"
What do you like best about Insightly CRM? I like the simplicity of the navigation on the pages, I find being able to search for an account using just a post code or a couple of letters the most helpful part
FA
Floor A
12/14/21
"Very user friendly"
What do you like best about Insightly CRM? I needed something affordable and expandable that did not require an IT department to figure out. Insightly fit that perfectly.
MH
MK H
12/14/21
"It allow all the employee to do follow up professionally ,"
What do you like best about Insightly CRM? easy to use, easy to add not and share it with co-worker What do you dislike about Insightly CRM?
KS
Karim S
12/14/21
"Very Handy and Easy To Use"
What do you like best about Insightly CRM? I liked having the ability to track my opportunities from start to finish while keeping the information clear and separate. What do you dislike about Insightly CRM?
AU
Anonymous User
12/14/21
"A Must Have"
What do you like best about Insightly CRM? I love that we are able to keep all of our leads and clients on track throughout the pipeline. We are able to personalize the CRM to tailor toward exactly what we need in order to keep our clients and tasks organized.
AU
Anonymous User
12/14/21
"Great and Flexible CRM"
What do you like best about Insightly CRM? The Insightly system provides all the services we want from a CRM without being overly rigid in structure and forcing us to confrom exactly to a predetermined mold. The customization and flexibility of the terminology it allows us to use and the reporting we can track means training others on the system and getting buy in on utilization was effortless.
MT
Mary T
12/14/21
"I find it very easy to use and the customization of the CRM has been very helpful for our company."
What do you like best about Insightly CRM? The usability of finding customers has been very helpful. We are able to track a lot of information with the CRM that we weren't able to before.
AU
Anonymous User
12/14/21
"Great software for organization"
What do you like best about Insightly CRM? Insightly is a great way for our company to organize multiple projects all in one place for easy access. Insightly helps all groups of our company communicate in one place.
BC
Bryan C
12/14/21
"Using the system to organize contacts and projects"
What do you like best about Insightly CRM? The most helpful part of using Insightly is the layout. The layout allows current users to be comfortable with trying new features, read the data easily and train new employees in using the system.
