9.3
Spot Score
Streamline your sales and marketing efforts.
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DJ
Daniel Jacobsen
07/13/24
Two things I like about this software. First, it loads the contact person's social media profile, position, and other important data once you save his email on Insightly. That saves you a lot of time to discover more info about the prospect. Although I came across a weakness here—once I saved a prospect's business and personal email addresses and Insightly created two contacts. This doesn't seem a big problem for me because I know the person, but for a new team member, she'll find it ...
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AU
Anonymous User
02/22/24
"Does the job at a fair price."
What do you like best about Insightly CRM? Gmail integration is really good. It allows us to see what's in the pipeline and plan. What do you dislike about Insightly CRM? The mobile app is just adequate. I would like to be able to do more on my iPad as well. What problems is Insightly CRM solving and how is that benefiting you? We use it to track prospects, lead and keep all of their proposals, email and documents in one place.
AU
Anonymous User
02/14/24
"Insighty for improved efficiency in association management"
What do you like best about Insightly CRM? Insightly is very user friendly and customizable to fit your specific needs. It also has connectivity features so external forms can be connected to Insightly. Data can also be connected within Insightly, such as connecting contacts and organizations to request and project records. It supports team collaboration and accountability. Overall, it massively improves the efficiency of my team. What do you dislike about Insightly CRM? There are not many ...
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AU
Anonymous User
02/08/24
"A great CRM tool to keep all teams informed"
What do you like best about Insightly CRM? It's great as a central place to house customer information, where all internal teams can access it. I like that you can save Activity Sets for repeatable task sets that are needed in different project types. Insightly has so many more features and custom reporting that I personally have not used; it is great because as our company has evolved, so have the ways we use the tool. What do you dislike about Insightly CRM? My main concerns are with the ...
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AU
Anonymous User
01/12/24
"Insightly is probably a good fit for larger companies but it wasn't what I needed."
What do you like best about Insightly CRM? Ease of sending emails with BCC unique email address that linked all emails to contacts. What do you dislike about Insightly CRM? A simple thing like having all events and communications for a lead available in one feed. What problems is Insightly CRM solving and how is that benefiting you? Helping me to stay on top of communicating with all contacts and not letting them fall through the cracks.
AU
Anonymous User
01/12/24
"Insightly is probably a good fit for larger companies but it wasn't what I needed."
What do you like best about Insightly CRM? Ease of sending emails with BCC unique email address that linked all emails to contacts. What do you dislike about Insightly CRM? A simple thing like having all events and communications for a lead available in one feed. What problems is Insightly CRM solving and how is that benefiting you? Helping me to stay on top of communicating with all contacts and not letting them fall through the cracks.
KP
Kalle P
10/30/23
"Insightly Review"
What do you like best about Insightly CRM? Easy accessibility, quick imports of leads, customer support anytime there is an issue, I use it everyday and it was easy to learn and its easy to use. Many different features I could use. What do you dislike about Insightly CRM? What i don't like about it is it I am unable to make prospect leads by bulk editing. I think this would be a great feature especially since bulk editing is already a thing, What problems is Insightly CRM solving and how is ...
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AU
Anonymous User
10/27/23
"Insightly CRM Review"
What do you like best about Insightly CRM? There are several best items preferred about the Insightly CRM. The ability to create custom objects makes the tool beneficial for any organization. Automation is critical in business and with workflows and the App Connect tool, the user has the flexibility to execute automated solutions without paying for custom development. What do you dislike about Insightly CRM? The Projects object. This is a standard object (prebuilt) object that does allow ...
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AU
Anonymous User
10/26/23
"How great Insightly is"
What do you like best about Insightly CRM? The ease of using and how cool it is and all the information it holds. What do you dislike about Insightly CRM? I have not found anything yet that I do not like. What problems is Insightly CRM solving and how is that benefiting you? How to manage the large colume of firm information. It is % resolved.
AU
Anonymous User
10/24/23
"Not a perfect system, but good support in place"
What do you like best about Insightly CRM? There are excellent support people who offer creative and effective solutions when a function is not working as expected. What do you dislike about Insightly CRM? With new updates, some functionality is affected. What problems is Insightly CRM solving and how is that benefiting you? The problems that the Insightly CRM is solving is organization of sales Leads. Our associates are able to manage their Leads and organize them through customized list ...
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