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 31-40 out of 876
AA
Arif A
05/09/23
"Simple to use and helpful CRM"
What do you like best about Insightly CRM? It is a simple and very easy to use. We can keep track or record of call details. Easy and helpfull to find group information also has the option to filter information. Invoice function is superfast . Love to use this software What do you dislike about Insightly CRM? Log you out if you don't use it for long . Should there be update regarding this Overall this software is great and helpful . You can log in back quickly as well though So in terms of ...
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AA
Arif A
05/09/23
"Simple to use and helpful CRM"
What do you like best about Insightly CRM? It is a simple and very easy to use. We can keep track or record of call details. Easy and helpfull to find group information also has the option to filter information. Invoice function is superfast . Love to use this software What do you dislike about Insightly CRM? Log you out if you don't use it for long . Should there be update regarding this Overall this software is great and helpful . You can log in back quickly as well though So in terms of ...
Read more
ER
Eden R
04/18/23
"Functional CRM, sales-y customer service"
What do you like best about Insightly CRM? Troubleshooting is possible. We had an issue with duplicates and the developers were quick to correct that. When used consistently, it does help increase conversions. What do you dislike about Insightly CRM? -The customer service requires quarterly business meetings which are essentially meant to upsell you different products -Sometimes to correct a problem, you'll have to talk them out of scheduling a meeting with you, and just fix the problem and ...
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ER
Eden R
04/18/23
"Functional CRM, sales-y customer service"
What do you like best about Insightly CRM? Troubleshooting is possible. We had an issue with duplicates and the developers were quick to correct that. When used consistently, it does help increase conversions. What do you dislike about Insightly CRM? -The customer service requires quarterly business meetings which are essentially meant to upsell you different products -Sometimes to correct a problem, you'll have to talk them out of scheduling a meeting with you, and just fix the problem and ...
Read more
DS
Dionne S
03/26/23
"Delivering world-class online data storage"
What do you like best about Insightly CRM? I particularly appreciate Insightly's flexibility in creating custom categories and labels. Whenever I want to store or label specific information, there is already a built-in system that recognises my particular use cases. For example, when tracking follow-ups with recipients by industry classification (music industry versus film production), this feature comes in handy! In addition, from an analytics perspective, it helps me to think ahead before ...
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TS
Tricia S
03/02/23
"Easy to Use & Intuitive CRM"
What do you like best about Insightly CRM? Insightly is quick and easy to use. I can record call details in under a minute. It is easy to search and group information that I may need to look at, and it is easy to filter info so that I see just what I want to see. We also use the invoice function and that is super fast. I appreciate the ease of use more than anything! What do you dislike about Insightly CRM? The only complaint is that it logs you out after non-use fairly quickly. I ...
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RC
Robert C
03/02/23
"Transparency"
What do you like best about Insightly CRM? What is most helpful with our CRM is the transparency we have w/ remote offices when looking up other pipelines for review & discussion when necessary. I also like the compartmentalization of almost all the required values entered in their respective windows for easy locating. What do you dislike about Insightly CRM? Not much, but having the required extra steps to perform our due diligence does take some time to insert the correct information ...
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MW
Miriam W
03/02/23
"Fully Customizable - Reporting Lacking"
What do you like best about Insightly CRM? Objects and fields can be easily customized. What do you dislike about Insightly CRM? Not terribly intuitive. And the reporting requires a lot of skill. What problems is Insightly CRM solving and how is that benefiting you? Helps us in scheduling our trainings. The Insightly calendar is useful.
MW
Miriam W
03/02/23
"Fully Customizable - Reporting Lacking"
What do you like best about Insightly CRM? Objects and fields can be easily customized. What do you dislike about Insightly CRM? Not terribly intuitive. And the reporting requires a lot of skill. What problems is Insightly CRM solving and how is that benefiting you? Helps us in scheduling our trainings. The Insightly calendar is useful.
MH
Mikaela H
03/02/23
"Insightly offers features that really help with assigning multiple reports for each department."
What do you like best about Insightly CRM? Insightly is simple, direct, and cohesive. What do you dislike about Insightly CRM? There are a lot of different features which can be helpful but also is difficult to find thee most efficient way to house information/reporting/data. What problems is Insightly CRM solving and how is that benefiting you? Project specific data and department specific reports.
