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 121-130 out of 425
MG
Macy G
12/14/21
"Easy to Navigate and Explore"
What do you like best about Insightly CRM? I like how much information we can store in the database and then run reports to better understand what is happening with the program.
AU
Anonymous User
12/14/21
"Awesome CRM Couldn't ask for more"
What do you like best about Insightly CRM? Everything, but the task lists and projects are awesome. It makes it very easy to follow along with your day and what you have going on. It's also nice to run lists and automatically send emails to those lists of clients. This saves so much time
GM
Guillermo M
12/14/21
"Amazing"
What do you like best about Insightly CRM? I really like this CRM, it's super useful for this company and keeps things organized. I also love how it keeps track of the stats that way we can monitor our progress.
LR
Lisa R
12/14/21
"Great CRM!"
What do you like best about Insightly CRM? The flexibility and innovation that Insightly provides helps me run my business more efficiently. In addition, they are the only CRM that allows me to upload photos to my customer's or project profiles.
AU
Anonymous User
12/14/21
"I have always had a great experience with InSightly"
What do you like best about Insightly CRM? I like the pipeline and how I am able to track cases and categorize where they are at each stage What do you dislike about Insightly CRM?
BK
Bryan K
12/14/21
"Best Digital Database"
What do you like best about Insightly CRM? Easy input, especially during the pandemic when we've all been remote. The tags allow you to easily link people to one another and getting to group individuals by their corporation is fantastic. This definitely has helped while assisting 6 superiors who can look at Inisghtly for an easier reference while in different timezones. You can even link their social profiles which pops up their photo - it's so helpful, always. We won't use anything else at ...
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CA
Cristina A
12/14/21
"Insightly works wonders!"
What do you like best about Insightly CRM? I really like the fact that I don't have to type in the entire name of a customer, and it already pops out almost immediately in the TOP SEARCH RESULTS.
WS
Wade S
12/14/21
"Yea it's a great CRM for tracking people. We track teachers and admin members for our program."
What do you like best about Insightly CRM? The search feature is brilliant. It always presents the results for the option I'm looking for, even with just a few characters added to it. Very smart indeed!
AU
Anonymous User
12/14/21
"Love it!"
What do you like best about Insightly CRM? It's so user-friendly. Everything is very accessible and well organized. What do you dislike about Insightly CRM?
HB
Helen B
12/14/21
"Automated my work life!"
What do you like best about Insightly CRM? I was able to set everything up to automate repetitive tasks & have all my information in one place. What do you dislike about Insightly CRM?
