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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L
Laura
12/05/21
Powerful CRM tool for small sized business with great features
PROS & CONS What are the best aspects of this product? Our sales, project managers and accounting team are all in one place and on the same page with our clients. We don’t need to lose time in sharing mails anymore. Insightly helps us to make easy transition of opportunities to projects. We can even link emails and add contract for each project. We are using the tag features to distinguish projects and we are able to assign owners as well. What aspects are problematic or could work ...
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H
Hunter
11/24/21
Well-designed tool for better customer relations
PROS & CONS What are the best aspects of this product? Insightly caters perfectly to our business needs. It is well-designed and is highly customizable. It enables us to effectively manage all our business relations. What aspects are problematic or could work better? I have had no problems with using Insightly, so far. On the contrary, I am happy with the product itself as well as with their customer service. Insightly is user-friendly and comes with a lot of functionalities. They have ...
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M
Martha
09/07/21
Fantastic CRM tool with many beneficial features
PROS & CONS What are the best aspects of this product? Insightly is a really amazing software that provides us with contact integration, side bar extension and integration with Gmail. We are able to create tasks, projects, activity sets, we can even manage our client’s relationships and we can develop systematic courses of action so we can attract new clients. Great CRM tool that helps in every management department. We are able to keep track of our client relationship via Leads to ...
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M
Marshall
08/22/21
Perfect CRM tool for medium-sized businesses
PROS & CONS What are the best aspects of this product? Insightly is a CRM tool that can be integrated with several social media platforms. It is a reliable solution for customer engagement, project management, and data storage. I highly value my relationship with my clients and this tool helped me gain insights on how to serve them better. What aspects are problematic or could work better? It took some time for me to be fully acquainted with all of Insightly’s features. I have had a ...
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C
Colleen
08/02/21
Insightly has a lot of great features
PROS & CONS What are the best aspects of this product? Insightly empowers you with a better understanding of your business. Several tasks can be performed with this tool. It comes handy for storing and organizing data, scheduling and tracking events, and managing projects at large. I find its calendar and Gmail integration features to be particularly useful. What aspects are problematic or could work better? I would have a better experience with using Insightly if their customer service ...
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D
Dora
06/26/21
Insightly is great CRM solution for small business
PROS & CONS What are the best aspects of this product? Insightly is great for business relationship management solutions. It is very intuitive, useful and easy to set-up. We love the integration with Google Apps, it’s very helpful. We use the tag and map feature for improving relationships between contacts and this is very helpful tool for both our company and our clients. What aspects are problematic or could work better? I hate to say this, but they lack some important features such ...
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BR
Brent Reiter
05/24/21
Stay Away from Insightly
PROS & CONS What are the best aspects of this product? Honestly we found none. We tried real hard to like this CRM, but we just couldn't. What aspects are problematic or could work better? Customization is severely lacking or non existent Ease of use is awful Refunding customers 100% when they don't go live What features/services would you like to see in future versions of this product? Customizations What specific problems in your company were solved by this product? None Are you ...
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T
Tammy
03/22/21
Great features for keeping track of our existing clients
PROS & CONS What are the best aspects of this product? We love how simple and intuitive Insightly is. We are provided with social media connection, integrations and many other beneficial features. We can store all information of our clients and we don’t have to worry about managing large sales team. Insightly is really helpful platform. What aspects are problematic or could work better? I wish they could improve their customization options such as editing filters and customizing views. ...
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B
Bert
03/10/21
Adoptable and easy to use app
PROS & CONS What are the best aspects of this product? Insightly takes care of all the email integration, CRM and project management tasks. It’s really helpful for small businesses. What aspects are problematic or could work better? I don’t like those reporting features in Insightly, but the good thing is they could be changed with 3rd party reporting app. What specific problems in your company were solved by this product? Insightly helps us to solve various client’s issues such as: ...
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M
Marguerite
01/06/21
We use Insightly on a daily basis helps us to be more organized and to keep track of our progress
PROS & CONS What are the best aspects of this product? I love the ability to keep track of opportunities so I can turn them into projects when they become approved or even when the sale is made. Insightly helps you to track the life-cycle of the opportunity to the fulfillment. Also, all your data, tasks, projects and notes are kept in one place. I must tell that I love the feature- the visual of the stages and pipeline. What aspects are problematic or could work better? I would like to ...
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].