8.2
Spot Score
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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 191-200 out of 425
RM
Roberto M
10/23/19
You need to monitor the company, use Insightly
What do you like best? It is excellent because it contains recurring tasks, It allows a good way to capture all the relevant information, as well as It does a good job of tracking opportunities and your mass mail is an advantage. What do you dislike? I would like to see case studies, as well as the merger of organizations does not always work and its advanced reports lack some features in addition. Sometimes it is difficult to know what is emerging in the autocomplete when searching. ...
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JW
Jurgen W
10/21/19
Powerful CRM, just what you need for your business
What do you like best? This is a very good tool, where you get everything you are looking for in one place, I trust my work in this good application, through this you can achieve better advantages compared to other programs. It 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 ...
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AI
Agency in Marketing and Advertising
10/17/19
Very handy and useful app
What do you like best? It provides you customer’s details, their needs, and their preferences. Which helps you to make decisions and integrate your teams. What do you dislike? You have so many CRM platforms out there. Even if it’s pretty helpful and easy, you can find other options with more free tools What problems are you solving with the product? What benefits have you realized? The fact it provides you so much useful information about your customers makes the process of ...
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JB
Joyce B
10/15/19
Insightly is a simple CRM solution
What do you like best? Insightly is flexible. It allows us to manage our contact list and optimizes communications with our customers. It provides us with information on our sales from multiple perspectives, which helps us increase our productivity. It supports integration with Gmail helping us automate the export of contacts. Insightly improves the management of the pipeline as it provides a panoramic view of all pending deals and their information. With Insightly, collaboration and ...
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JS
James S
10/15/19
Effective CRM Suite
What do you like best? Handling a variety of useful features that be can applied to creating and advertising campaigns in a easy way with a simple data integration accessible wherever you are, the best. What do you dislike? According to the time i have used the program i have not gotten any negative things of the platform, so everything cool with it!. Recommendations to others considering the product: Try it!, it`s easy to use and very useful, you will not regret. What problems ...
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GK
Gagan k
10/13/19
Unlimited storage Intuitive Great gmail gadget
What do you like best? Great cost. Fairly powerful CRM system and reasonably intuitive to use. What do you dislike? No easy way to get answers to questions. What problems are you solving with the product? What benefits have you realized? The features make the program so easy to use and the fact that there is support on hand to explain any issues that the training videos did not cover is such a big bonus
UI
User in Computer Software
10/04/19
Good idea, but difficult to get what we needed out of the app
What do you like best? I really like how easy it is to add contacts, setup leads and send emails to contacts/set up email campaigns. I also like the flow of the app and how tabs expand as needed as well as integration with a mobile app for on-the-go work. I also like the easy addition of tags throughout the app...makes it easy to quickly grab the list I need. Finally, I really like seeing all the opportunities in a single list with the pipeline stage highlighted. This is very helpful. ...
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JK
Joanna K
09/30/19
I used Insightly to keep track of introductory and catch-up calls/meetings with potential partners.
What do you like best? I liked that you can link contacts to organizations. I also liked that each organization has its own page, and adding a note clearly indicates a new meeting. I also like that you can add attachments, and I like the search function (we had so many intro calls, it was often hard to remember if we'd spoken with an org before. I liked using the search function just to recall whether we'd had any interaction with a given company before). What do you dislike? I ...
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JM
Jane M
09/29/19
An efficient CRM tool for business management.
What do you like best? Insightly CRM is easy to use and setup, in fact, that it can install in a few minutes and it offers us all features to business management that helps us to manage business product information. Its cost is not high, it is reliable as compared to other CRM and we can easily purchase it. It has fully integrated project management solutions without any advanced cost and if your work is complete you can mail product information quickly. It offers us the detail of ...
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UI
User in Research
09/26/19
Insightly is super customizable!
What do you like best? I like how customizable Insightly is. It's really easy to make custom fields and modify the software to fit your team's needs. Reports are easy and you can sync it with other apps, such as PandaDoc. What do you dislike? A small thing that is bothersome is that when setting a date to an opportunity, you cannot make it auto-create an event for that date(s). This would be really helpful. What problems are you solving with the product? What benefits have you ...
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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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