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 181-190 out of 876
CM
Connor M
07/27/22
"Insightly is the fastest most efficient CRM I have ever used!"
What do you like best about Insightly CRM? Insightly is amazingly helpful when linking different types of data entries to each other. It lets you see the whole picture for a particular project. What do you dislike about Insightly CRM? I dislike the cosmetic customizing options, they are quite limited. Everything is orange, which is fine, but a dark mode would be nice. What problems is Insightly CRM solving and how is that benefiting you? In a snapshot it shows me the contact, which business ...
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MD
Megan D
07/26/22
"Insightly still going strong 10 years later!"
What do you like best about Insightly CRM? Insightly helps us run our business from an Admin, Sales, and Project Management perspective. What do you dislike about Insightly CRM? There are some extra things we just don't use. What problems is Insightly CRM solving and how is that benefiting you? Tracking customers and potential customers.
AU
Anonymous User
07/26/22
"Great CRM Solution!"
What do you like best about Insightly CRM? Insightly has been a great tool for growing our business. The mobile app is great. I am able to log calls simply and keep track of correspondence on the road. I also like the options to customize sales cycles. What do you dislike about Insightly CRM? I just wish I was able to integrate insightly with other software systems, but not a major detractor for me. What problems is Insightly CRM solving and how is that benefiting you? Insightly allows us ...
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RW
Ralf W
07/26/22
"Powerful CRM for a Great Price"
What do you like best about Insightly CRM? Insightly has helped us automate many time-consuming CRM tasks and simplify and streamline managing leads and converting them to customers. Insightly integrates well with many systems and, as such, could easily be incorporated into our existing infrastructure. What do you dislike about Insightly CRM? Getting emails associated with contacts works well but with leads I have to often do it manually once they are in the Insightly inbox. What problems ...
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EQ
Eddie Q
07/26/22
"Great Software"
What do you like best about Insightly CRM? This a very friendly software that has been intended for all type of businesses, I been looking for something like this for a long time and finally I found it, this is use friendly software What do you dislike about Insightly CRM? I would love to be more self-explanatory, if you are new to CRM it is possible to get confused with all the different layers of this program and the capacity of the contacts is limited if you are not paying a ...
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AB
Arrea'l B
07/26/22
"Finally a CRM that's user friendly!"
What do you like best about Insightly CRM? I love the ease and user-friendly options that this CRM provides. Not all CRM's are made the same and most can be a bit tricky to navigate but Insightly has taken the guesswork out of completing tasks and has saved us so much time and effort. What do you dislike about Insightly CRM? While there is not much to dislike, I am not a big fan of the email feature. It leaves a little to be desired in the ways of options when sending bulk emails and what ...
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RK
Rodrigo K
07/26/22
"Powerful and Versatile Tool"
What do you like best about Insightly CRM? The possibility of creating my fields to personalize the tool and use it to my exact needs is very powerful. What do you dislike about Insightly CRM? No way to integrate to my own CRM (as I use it outside the US, there are different platforms). Also, there is no way to delete multiple files from each customer record, for example when a customer sends too many attachments or too many repeated files or pictures and you want to clean the files from a ...
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AM
Ayesha M
07/21/22
"Organized and much ordinated tool to classify data"
What do you like best about Insightly CRM? Reports and charts are a quick-go to get an idea for the complete activity in the process. The email feature is the best to be sent within by a single click and the history gets saved for future records. Bulk editing while using big data is the most useful addition to the tool. The pipeline stage gets the team on track. What do you dislike about Insightly CRM? Admin access is limited only to the registered account and can not be shared with ...
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SP
Sam P
06/29/22
"Limited support, lacking features, overpriced"
What do you like best about Insightly CRM? For smaller firms, this used to be a simple but effective platform that had the features needed to be successful. Being able to get a team up and going, make changes to the system and get data into and out of the system was great. What do you dislike about Insightly CRM? We've been with Insightly for 8 years at this point, I don't think many of the reviews have ever used the product. For us, our usage hasn't changed but our price has tripled and ...
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RN
Russ N
06/15/22
"Insightly Matches My Business Rightly"
What do you like best about Insightly CRM? I like the ease of setting alarms and integrating with email templates What do you dislike about Insightly CRM? I want to select a Contact group and email 'all.' Recommendations to others considering Insightly CRM: It has most of the features I need at the price point What problems is Insightly CRM solving and how is that benefiting you? Alarms for follow-ups are critical in any sales
