8.2
Spot Score
Streamline clinical documentation for smarter healthcare.
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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 221-230 out of 425
TP
Truptesh P
08/28/19
Insightly CRM - stalwart in customer relationship
What do you like best? There are lot of great things to admire about Insightly CRM. This CRM avails great feature to be used on regular basis and pretty easy to maneuver. Customer relationship can easily incorporated with the courtesy of this great application. We are absolutely exhilarated using Insightly CRM. This CRM tool is comparatively economical as compared to other CRM tools available in the industry. What do you dislike? This is a wonderful CRM tool giving great facilities ...
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VE
Vince E
08/27/19
Insightly CRM has been an effective online marketing solution with a good price
What do you like best? Insightly CRM was able to provide us with lots of helpful features to create, launch and analyze our numerous email marketing campaigns. I like that the data that we have acquired through our Insightly marketing campaigns can be used for lots of different business and marketing purposes aside from email projects. We are able to add many contacts and can automatically have contacts opt in to our emailing list through the web forms that Insightly provides for us. ...
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AI
Administrator in Real Estate
08/27/19
Great product
What do you like best? I like that I am able to assign tasks to co-workers, as well as have documentation and notes about associates within our brokerage. What do you dislike? So far I have not had any dislikes about the product. What problems are you solving with the product? What benefits have you realized? Onboarding new associates within our brokerage has been a smoother process.
AI
Administrator in Marketing and Advertising
08/27/19
Not quite what was promised
What do you like best? There are many features that work well with Insightly. It's definitely a nice interface, and it has some good standard fields. I like that it's integrated with PandaDoc. What do you dislike? I believe that we were promised that we could do a number of things that our business specifically wanted. As we implemented, it became clear that we are not going to be able to easily customize to fit our needs. This is disappointing - I'm sure it's great as a standard CRM, ...
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GM
Gabriel M
08/26/19
Insightly is a great CRM tool
What do you like best? Some of the features I like most about Insightly are its pipelines, activity sets, and Insightly's channeling feature, which helps all players involved know exactly what to do and when. These features have helped us most to manage the various customers we have at different stages of compliance and keep all our marketing processes under control. What do you dislike? One of the things I don't like about Insightly, is that sometimes its handling is slow when used in ...
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DJ
Davis J
08/24/19
Insightly CRM is the best customer relationship software.
What do you like best? Insightly CRM is very easy to use and the great software used on a daily basis. The one of the best thing of this software is that it allows us to create the best customer relationship. It is so great software because it really helps us to tracking our sales process in a more efficient way. Moreover, it is the best software for sales and marketing. Another best thing in this software is that it can easily manage the company’s projects and sales in an easiest way. ...
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SR
Scott R
08/23/19
Pretty good management tool
What do you like best? Being able to see all my work in one area and being able to choose what to sign off on from that same screen What do you dislike? It's a little tricky trying to find what I'm looking for What problems are you solving with the product? What benefits have you realized? Knowing what work I've been assigned and when it needs to be completed
UI
User in Higher Education
08/22/19
NC 529 Managment
What do you like best? I like how easy it is to add employers and orders for my customers. What do you dislike? There's nothing I dislike at the moment. The process seems very easy. What problems are you solving with the product? What benefits have you realized? I haven't had to solve any problems yet. The benefits are being able to tie companies to their contacts and order history.
UI
User in Hospital & Health Care
08/22/19
Pretty disappointing
What do you like best? The dashboarding feature as a homepage is a nice place to reflect on your current sales pipeline What do you dislike? A lot of their features and nomenclature just don't make sense. Why should I have to convert a lead to a contact? Why do I have to have an opportunity? The attachment of contacts/notes is extremely taxing. The layout is not user friendly with the side bar that pops out. There are many things that I dislike about Insightly. It just doesn't make ...
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CI
Consultant in Accounting
08/21/19
very impressed
What do you like best? ability to track multiple projects with multiple stages What do you dislike? inability to view projects and their stages in an easier manner What problems are you solving with the product? What benefits have you realized? creating processes and following through with them from all levels of staff
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
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