9.3
Spot Score
Streamline your sales and marketing efforts.
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Starts from $29/User/Month
Insightly CRM stands out as a user-friendly and customizable platform for businesses aiming to improve sales processes and centralize customer data. Its strengths lie in its adaptability to various organizational needs, offering features such as pipeline tracking, task automation, and contact management. Users appreciate its ability to seamlessly integrate with ...Read more
Insightly helps manage contacts, leads, deals, and opportunities, offering a unified platform for sales and marketing teams.
The built-in real-time messaging feature makes collaboration easy, keeping teams aligned on deals and client communications.
Insightly syncs with Outlook and Gmail, simplifying the process of organizing contacts and tracking communications.
The intuitive interface makes it easy for teams to adapt quickly and start using the platform effectively.
While useful for basic CRM tasks, Insightly's reporting tools could be more robust for advanced analytics.
The mobile app doesn't offer the same range of features as the desktop version, which could limit productivity on the go.
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Showing 121-130 out of 876
AJ
Arpit J
01/05/23
"Best tool to give the actionable Insights"
What do you like best about Insightly CRM? The best part about this tool is its inbuilt integration with the CRM. Also the ease of OOTB connectors with which you can integrate with other tools makes it one of the best out there. What do you dislike about Insightly CRM? Our team really wish for this tool to come with a powerful prebuilt processes within their CRM system to avoid the need to complex customization. So some generic use cases would make it more robust. What problems is Insightly ...
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VC
Veronica C
12/15/22
"Intuitive CRM System"
What do you like best about Insightly CRM? I am not extremely fluent in data, but Insightly is the most intuitive CRM system I've worked with. What do you dislike about Insightly CRM? I wish that personalizing the Dashboard was a bit easier and more flexible. I don't think I'm using it to it's full capacity because I have a hard time creating items that would be actually useful for me. What problems is Insightly CRM solving and how is that benefiting you? It helps me stay organized in my ...
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AU
Anonymous User
12/14/22
"Useful CRM with lots of opportunities for customization"
What do you like best about Insightly CRM? very user-friendly with lots of opportunities for custom reporting What do you dislike about Insightly CRM? could have a more streamlined tasks feature What problems is Insightly CRM solving and how is that benefiting you? makes tracking thousands of data points easy
AU
Anonymous User
12/14/22
"Aussie solar system manufacturer"
What do you like best about Insightly CRM? The workflow automations make our processes a lot easier to manage. It makes it a lot easy for us to expand our business without needing to hire a lot more staff. What do you dislike about Insightly CRM? Not having all the customers history (tasks, notes, events, etc) for each stage of the process (lead, opportunity, contact, project) all listed in the one place in historical order What problems is Insightly CRM solving and how is that benefiting ...
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HP
Henry P
12/14/22
"Great platform!!"
What do you like best about Insightly CRM? I love the ease of use within the platform. Everything you need is at your fingers and effortless to find! What do you dislike about Insightly CRM? There isn't much I dislike. I would prefer for address to be easy to copy and paste. What problems is Insightly CRM solving and how is that benefiting you? Having everybody's information through searching for a single series of digits greatly improve performance and speed
AU
Anonymous User
12/14/22
"Insightly is my choice for CRM"
What do you like best about Insightly CRM? I love the Insightly app and the functionality it gives me on the go. What do you dislike about Insightly CRM? The only thing I dislike is the date sequencing in the contact area of day/month/year instead of month/day/year. Recommendations to others considering Insightly CRM: If you're looking for a low maintenance, affordable CRM tool, Insightly is for you. What problems is Insightly CRM solving and how is that benefiting you? Keeping track of ...
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AN
Alice N
12/14/22
"Easy to use, makes managing our data simple"
What do you like best about Insightly CRM? Insightly makes our data easy to organise and find details when we need them What do you dislike about Insightly CRM? All the members of the team need to be using it to make it worth having a subscription What problems is Insightly CRM solving and how is that benefiting you? Putting our data into groups that we can then target with email campaigns
RG
Renan G
12/14/22
"Easy, safe and straightforward."
What do you like best about Insightly CRM? I love how easy it is to follow up with my goals using this platform. I can see how many jobs I have scheduled and check how my team is doing. It is also a great tool to create a google map, exporting data over there. What do you dislike about Insightly CRM? Primarily how slow it can get sometimes. I have had problems with reports not loading for minutes, even after refreshing the page multiple times. Especially on the weekends, for some ...
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AN
Alice N
12/14/22
"Easy to use, makes managing our data simple"
What do you like best about Insightly CRM? Insightly makes our data easy to organise and find details when we need them What do you dislike about Insightly CRM? All the members of the team need to be using it to make it worth having a subscription What problems is Insightly CRM solving and how is that benefiting you? Putting our data into groups that we can then target with email campaigns
AU
Anonymous User
12/14/22
"Useful CRM with lots of opportunities for customization"
What do you like best about Insightly CRM? very user-friendly with lots of opportunities for custom reporting What do you dislike about Insightly CRM? could have a more streamlined tasks feature What problems is Insightly CRM solving and how is that benefiting you? makes tracking thousands of data points easy
