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 51-60 out of 876
JF
Joanna F
02/28/23
"Sophisticated CRM without needing sophisticated Coding!"
What do you like best about Insightly CRM? My favorite thing about Insightly is how easy it is to customize! I have no coding background, and I have been able to construct a system architecture that is both user-friendly and robust! Take the inherent automations and add on the power of their AppConnect integration, and this CRM can connect to hundreds of applications in seconds. AppConnect has been a game changer for us to connect to a variety of business applications, including Quick Books ...
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AU
Anonymous User
02/28/23
"Good tool to get your organization on track through a CRM"
What do you like best about Insightly CRM? The service from the Insightly team is great. The tool itself is flexible to adapt to your needs; also, helpful to have Marketing and CRM in the same place. I haven't had much experiences with other CRM tools, though, but so far and after a couple of years of using, complains are minimal. What do you dislike about Insightly CRM? Not super happy about the fact that you need to pay extra for some of the most interesting integrations (App Connect). In ...
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NB
Nicole B
02/28/23
"Insightly Review"
What do you like best about Insightly CRM? The labeling of items in insightly makes it easy to find certain things about projects What do you dislike about Insightly CRM? There are too many tabs to click in to, would be better if everything was on one page What problems is Insightly CRM solving and how is that benefiting you? I am able to navigate insightly to find out why projects are stuck etc
DM
Dave M
02/28/23
"Solid CRM & Marketing tool for my new business ventures objectives"
What do you like best about Insightly CRM? Insightly CRM's interface is intuitive / user-friendly, and can be customized independently or with some help from the service team. It helps to manage my pipeline and forecast. What do you dislike about Insightly CRM? I would like to have the ability to customize more easily without customer success team support for things like a dashboard or other reporting. This may be possible, but as a non-daily user of the platform I just cant invest the time ...
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DP
Diamond P
02/28/23
"Insightly Works Well for Small Businesses"
What do you like best about Insightly CRM? Insightly has been a very crucial CRM for our business. It's very easy to use and intuitive to customize for our unique business needs. Support is great and always available to steer me in the right direction when I have questions or want to utilize features in a certain way. What do you dislike about Insightly CRM? There are some elements that are a little clunky. For example, when a system user's access is removed, they still show up in Insightly ...
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GV
Gabriela V
02/28/23
"User Friendly."
What do you like best about Insightly CRM? My favorite part of Insightly is being able to find information easily. What do you dislike about Insightly CRM? Sometimes has delays when project is initially created. What problems is Insightly CRM solving and how is that benefiting you? Insightly has helped locate information easier.
BM
Bryan M
02/28/23
"Insightly Review"
What do you like best about Insightly CRM? Simple & Easy to Use/Learn - if no one has used CRM before it should be good to learn from What do you dislike about Insightly CRM? Not as much capability as Salesforce for me. What problems is Insightly CRM solving and how is that benefiting you? Nothing for me currently, it's just tracking all of my clients and data from sales.
LT
Liz T
02/28/23
"Nice but not as robust as we need it to be."
What do you like best about Insightly CRM? It is user-friendly. Very self-explanatory and simple to train new users on. What do you dislike about Insightly CRM? The lack of integration between accounts and contacts is frustrating for a company that works sales using account-based methodology. Report building is also tedious, and they tend to break often. What problems is Insightly CRM solving and how is that benefiting you? We use Insightly as our CRM for our sales process as well as the ...
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PB
Paige B
02/27/23
"I used Insightly as an order management system."
What do you like best about Insightly CRM? Insightly had the ability to pull reports and also manipulate the data/how you want to see the report, which was helpful. I also appreciated the automatic emails that were sent to the customers to confirm orders. What do you dislike about Insightly CRM? Nothing I disliked, it was a great CRM. OUr company moved away simply because we were growing. What problems is Insightly CRM solving and how is that benefiting you? Very helpful when pulling data. ...
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BK
Brenda K
02/25/23
"Would recommend"
What do you like best about Insightly CRM? I love how organized Insightly is compared to most platforms. What do you dislike about Insightly CRM? Sometimes we will submit jotforms that should go directly to insightly. They don't always go thorugh and we have to connect them to projects manually. What problems is Insightly CRM solving and how is that benefiting you? Insightly helps me keep all of my projects organized and where they are in the process. I love that we can create reports to ...
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