8.2
Spot Score
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Insightly CRM seems to have garnered quite a positive reception over the past year. Users appreciate its user-friendly interface, customization options, and seamless integration with various tools like Gmail, Google, and QuickBooks. The ability to create custom objects, automate workflows, and generate detailed reports has been highlighted as a significant ...Read more
Insightly CRM is praised for its user-friendly interface and customization options, making it easy to adapt to individual company needs.
Users appreciate the efficient automation capabilities, such as workflows and custom object creation, enhancing productivity and process management.
The platform's comprehensive contact management system and integration with popular email platforms are highlighted as valuable features.
Insightly CRM is commended for its ability to streamline project management, track sales processes, and improve team collaboration.
The platform may have a learning curve for newcomers due to the richness of features and customizations available, which can be overwhelming without proper guidance or support.
Some users express limitations in additional apps and connectors available in the Marketplace, which may restrict the ability to access advanced functionalities or integrations with other software tools.
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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?
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?
ND
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.
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?
RV
Ray V
02/23/23
"Wokring in insightly has been a great help management our 150k customer data base!"
What do you like best about Insightly CRM? Being able to filter everything has been a great benefit. Whenever we need to customize something we have a work instructions that shows how to filter something down to what exactly you need. And it works!
C
Claire
02/23/23
"Insightly is a great way to organize our business!"
What do you like best about Insightly CRM? I like that I can find any information super quickly. As an employee at a small business, to have Insightly as our hub for all information, files, contacts, and data is super helpful.
TB
Theresa B
02/23/23
"Looking up information about the products we sell."
What do you like best about Insightly CRM? I like that I can sort through different filters to narrow down my search. What do you dislike about Insightly CRM?
KC
Kaitlyn C
02/23/23
"Fantastic!"
What do you like best about Insightly CRM? Insightly CRM works great for our business needs.. What do you dislike about Insightly CRM?
JD
Jaci D
02/23/23
"Organizes orders so we can quickly get them shipped!"
What do you like best about Insightly CRM? We use Insightly CRM for managing orders. It makes it extremely easy to organize the orders coming in and get them out the door as fast as possible. My work would not be as organized without Insightly CRM. The reports are especially helpful to use in conjunction with Excel.
TB
Taylor B
02/23/23
"It is a lot more user friendly than SalesForce"
What do you like best about Insightly CRM? It is easy to use. I love the capabilities you can do with it to integrate with AutoCAD. What do you dislike about Insightly CRM?
