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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GB
Griff B
02/23/23
"It feels like the right sized solution for many common use cases."
What do you like best about Insightly CRM? The best part is that it is very powerful yet streamlined. Unlike systems like Salesforce which require professionals to config and manage, Insightly can be run by normal business users.
LB
LoriEllen B
02/23/23
"I get so much done with this program"
What do you like best about Insightly CRM? The ability to sort and filter with ease. Creating new fields or changing is simple.
EL
Esperanca L
02/23/23
"Insightly - Making thousands of solar contracts flow easier"
What do you like best about Insightly CRM? One thing I love the most about Insightly CRM is how the projects are structured and how easy it is to find the information we need. We use Insightly for project management, timelines, and to track the status of any project.
AD
Alma D
02/23/23
"Permit Coordinator"
What do you like best about Insightly CRM? How well sorted our projects are within the program. It is very easy to navigate and deal with. The program updates very fast and almost instantly; you see the different task completed.
KW
Kimberly W
02/23/23
"Easy to use and a great tool"
What do you like best about Insightly CRM? I like the fact that we can keep track of all of our projects in 1 place. What do you dislike about Insightly CRM?
RL
Rick L
02/23/23
"Great CRM for a growing business"
What do you like best about Insightly CRM? Integration with Google and QuickBooks is a big plus. What do you dislike about Insightly CRM?
LB
Lucas B
02/23/23
"Multiple uses!"
What do you like best about Insightly CRM? WE've got so many uses for it, it is so helpful and great in many ways! What do you dislike about Insightly CRM?
BF
Brisa F
02/23/23
"Efficient"
What do you like best about Insightly CRM? We love that it is convenient for our job What do you dislike about Insightly CRM?
MM
Martin M
02/23/23
"Insightly is a beast!"
What do you like best about Insightly CRM? It is robust and integrates well with other software tools. What do you dislike about Insightly CRM?
GB
Griff B
02/23/23
"It feels like the right sized solution for many common use cases."
What do you like best about Insightly CRM? The best part is that it is very powerful yet streamlined. Unlike systems like Salesforce which require professionals to config and manage, Insightly can be run by normal business users.
