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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BD
Bismark D
03/08/20
A simple, Fast, and Secretly Powerful business tool
What do you like best? Insightly is very responsive. The search feature is amazing. I find the interface simple to navigate and when it's time to automate, insightly has powerful automation features. The CRM is user friendly enough to use daily. What do you dislike? I find the price to be high. Also, in every price tear there are new features. All features should be represented with every price tears with limitations based on the price level you purchase. For example, products are ...
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AI
Administrator in Accounting
02/25/20
Awesome experience!
What do you like best? Reporting dashboards and the customization available. What do you dislike? Some of the lack of integrations especially since we don’t use zapper. What problems are you solving with the product? What benefits have you realized? Business development and increase in business and conversion of sales.
AI
Administrator in Education Management
02/20/20
Very user friendly CRM
What do you like best? We like the ease of use and general layout of the product. It is not as cluttered as some other bigger name CRM's and is much easier to customize. What do you dislike? Limited related links for custom objects Recommendations to others considering the product: Consider all integrations and ensure they will talk to Insightly fairly easily What problems are you solving with the product? What benefits have you realized? Pipelines allow better tracking of ...
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UI
User in Renewables & Environment
02/18/20
Great Help for better company wide information
What do you like best? the search bar helps you locate any organization or opportunity - it also lets you set up reminders which are very helpful; I also love the closed loop functions What do you dislike? when searching for something it pulls up all things, so you have to look through a lot even when searching for something specifically What problems are you solving with the product? What benefits have you realized? Price comparisons and seeing if another ELG employee has ...
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AI
Administrator in Wholesale
12/02/19
Insightly CRM is great for small businesses or small scale
What do you like best? Amazing customer relationship management for the business on small scale projects with flexibility and many perspectives. What do you dislike? For our business use this platform is the best solution. There is nothing negative to complain about as yet. Is Quite expensive but facilities are worth it. Recommendations to others considering the product: Is needed for small - mid scale projects Insightly is the best CRM software the business has come across. ...
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UI
User in Information Technology and Services
11/29/19
Insightly review
What do you like best? Insightly CRM is very useful in tracking the sales progression. It allows the user to create new opportunities, leads and tracks the status of the leads. It has direct integration with google apps thus makes life easy as we use google for business. Its easy and self explainatary to use, available on desktop and mobile version. Option to custom create your filter, easy search, visibility of status etc are some of the key features. What do you dislike? Reporting ...
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AI
Administrator in Electrical/Electronic Manufacturing
11/26/19
Insightly is very easy to use and set up
What do you like best? I like how easy this was to setup. I was able to set it all up for my company of 15 people by myself. What do you dislike? Insightly does not have as many features as some of the other CRM systems. Also, it does not sync well with Outlook. What problems are you solving with the product? What benefits have you realized? I like Insightly for it's ease and it does help with project management
CD
Charlton D
11/22/19
The most recommended CRM for small and medium sized businesses!
What do you like best? I like the ability to create connections or relationships between any entities in the system. Quickbooks Online integration is also excellent. Furthermore, Insightly can be easily adapted to the requirements of the user of the moment, it is quite simple to be able to keep track of existing sales and customers and new ones within the company. I find it easy to use so I have not had problems as with other programs that are quite cumbersome to handle. What do you ...
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ST
Seth T
11/20/19
Excellent automated and group management features
What do you like best? The way that we access Insightly is incredibly easy and compatible with a wide range of computer and mobile devices. We aren't required to download and install any software to our computers. We can just visit the Insightly website, log in and then access all of our company's work information. We can add several people to the group and set roles for each person, which is good when approvals are needed for task assignments and other actions. What do you dislike? ...
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AN
Andrei N
11/16/19
A beautiful task management program
What do you like best? The lengths and depths that you can use in this program, is simply astounding. Although a few companies i've worked for, have not used it to the full capacity, i have luckily been exposed to the various layers that atlassian has to offer. What do you dislike? This application is satisfying. I would like to highlight its customer support response that matters for its name building. Customer support is quick, skilled and completely professional that brings complain ...
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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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