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 161-170 out of 425
MK
Matthijs K
06/15/20
Insightly CRM Review
H
Hunter
04/28/20
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
Marshall
04/23/20
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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MW
Mary W
04/07/20
Slightly earns best business reputation through "Insightly
What do you like best? For me my customers owe much importance. Insightly has made easier for me to get engage with customers and synchronize data. I found it useful in term of project management and to integrate with other social apps. It’s very important to know how tour client is feeling; by using Insightly I get entire idea of their buying experience. What do you dislike? It takes quite time and a full description before getting ready to use it professionally. So you have to go ...
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JA
Jennifer A
04/07/20
Comprehensive CRM offering excellent ways of managing sales as well as leads process
What do you like best? My overall experience with Insightly CRM is great. It is really a huge invention by enabling us in managing several business relationships quite easily. It is well suited to our environment. I highly appreciate its customizable nature. It has become my favorite CRM now because of its highly impressive clean and clear interface. What do you dislike? It is absolutely fantastic product. It enables users to manage several things without any confusion. It's team is ...
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DT
David T
04/05/20
Advanced kind of relation management tool
What do you like best? Insightly CRM is one of the most powerful tool that let us provide great assistance to our customers. It has managed all features in advanced ways. The great thing about insightly it is a SaaS based CRM solution. It accelerates sales in efficient ways. Moreover, it provides plugins of Gmail and Outlook. It is capable of providing best and effective services. Furthermore, I would appreciate its price that is quietly affordable. What do you dislike? Insightly CRM ...
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EB
Emily B
03/20/20
Easy to work with!
What do you like best? This product has allowed me to manage and get a clearer view of my organization’s sales. With Insightly, I can organize all the information of my client and sort them on different categories, allowing me to have a faster way to approach them when needed. Its project management tools are also amazing although it’s not a product which it’s directed that way, it makes a great job to keep track of the way a project is going and create a timeline that can be used to see ...
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C
Colleen
03/16/20
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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KM
Katie M
03/16/20
Most professional and successful product with all essential features and functionalities
What do you like best? Insightly is the best ever product for managing business relationships. I found it to be the most Practical app and enriched with almost all features. It helps us a lot in giving maximum reliability to our projects. It is really doing a great job and offers all useful features and functionalities. It fulfills all the needs of business. It really works according to the advertisement. With the invention of this the workload has greatly reduced. World's renowned ...
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LM
Lois M. G
03/10/20
Intuitive and easy to implement.
What do you like best? I liked making connections with businesses. I always liked each organisation's own website, and adding a note clearly indicates a new meeting. I do love the search function and I like it. I'm able to add appeals. What do you dislike? I didn't like the word processing program in the new Notes section. Bulleted lists were difficult to print, and it had been easy to copy from Word or Outlook without sending up templates. Recommendations to others considering the ...
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
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