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 61-70 out of 876
JS
Jovanny S
02/25/23
"its very intuitive, when searching up a client."
What do you like best about Insightly CRM? was useful is the the bar status on client to find out where they stand on there project. What do you dislike about Insightly CRM? i think it would be the extra tabs its has should all be on one page What problems is Insightly CRM solving and how is that benefiting you? looking up s status on a clients status
AP
Alvaro P
02/25/23
"work in progress"
What do you like best about Insightly CRM? Clean presentation, Good color contrast makes it easy to see and read, and use. Specially if you are working long hours What do you dislike about Insightly CRM? Sometimes it takes too long to interact with other software. we use twilio for phone system, and somtimes corky. Should have a phone system module with call recording. some of the JOTforms can use some more combo boxes and dropdowns. What problems is Insightly CRM solving and how is that ...
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VL
Veronica L
02/25/23
"Simple and straight to the point"
What do you like best about Insightly CRM? I liked the pipeline up above and the separate tabs in one view from top to bottom. I like how a lot of things are found in reports. What do you dislike about Insightly CRM? It could be a little technical if you are unfamiliar with what you are doing...sometimes there's different ways in doing the same thing and could seem confusing What problems is Insightly CRM solving and how is that benefiting you? Newer versions seem to be more simplified. I ...
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CW
Challyn W
02/25/23
"Insightly is a Game Changer!"
What do you like best about Insightly CRM? I love the Customized Objects you can create! What do you dislike about Insightly CRM? The lag time we experience with updates. What problems is Insightly CRM solving and how is that benefiting you? Being able to track status of projects especialy through reports and customized objects
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Nicole D
02/24/23
"Easy to Navigate"
What do you like best about Insightly CRM? That is has enough folders to sort out each deparmtent into their each and own reports. I also like the scanning options when in-store. It is easy to navigate and train on. What do you dislike about Insightly CRM? The least helpful thing I have noticed or found was that there is no chat bubble or a technical person to contact easily unless going through another system. And the database could be organized a little better. What problems is Insightly ...
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DH
daniel h
02/24/23
"great product for keeping up to date with client contacts"
What do you like best about Insightly CRM? Organizations information all in one space able to save emails as well. What do you dislike about Insightly CRM? More tips and tricks, they could have more pointers pop up. What problems is Insightly CRM solving and how is that benefiting you? Being able to log all customer data and contact in one spot and share with other employees
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Nicholas (Nick) B
02/24/23
"Reliable and consistent."
What do you like best about Insightly CRM? After getting a grasp on how to use it, it's been extremely consistent, any errors I've encountered are usually user based. What do you dislike about Insightly CRM? Difficult to learn and understand initially. What problems is Insightly CRM solving and how is that benefiting you? Understanding timelines of projects, providing effective communication to customers.
JR
Jaileen R
02/24/23
"Organized, insightful , slow"
What do you like best about Insightly CRM? I loved how organized insightly can be , you can really build it to look a certain way for the job needed. What do you dislike about Insightly CRM? The only downfall is certain lags that happen that you might need some information fast but instead we might have to wait between 30-1hr to get the information What problems is Insightly CRM solving and how is that benefiting you? I believe insightly is fixing the bugs and lags we might encounter. Once ...
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SR
scott r
02/23/23
"Easy, to the point"
What do you like best about Insightly CRM? Easy navigation, easy upload. Reports are functional, simple to run and update What do you dislike about Insightly CRM? Had a bit of a hard time linking email to Insightly and tracking the outgoing data to clients. a bit manual What problems is Insightly CRM solving and how is that benefiting you? tracking what we are doing and how a sale moves through the process
HM
Haley M
02/23/23
"Organized System - Customizable"
What do you like best about Insightly CRM? I think the system is user-friendly, and every level salesperson can use it. It is also very customizable to what your orgnaization needs. Overall, an excellent CRM system. What do you dislike about Insightly CRM? There is not a lot that I dislike about this system. What problems is Insightly CRM solving and how is that benefiting you? It has helped to keep everyone's business deals organized. Management can go in and review the pipeline at any time.
