8.2
Spot Score
Streamline clinical documentation for smarter healthcare.
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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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Showing 61-70 out of 425
MC
Mary Cleofe D
11/15/22
"Gift Conceirge"
What do you like best about Insightly CRM? We used Insightly most often from New accounts that are coming, bogus contacts and so what I like about is to get our task done in all account
MF
Megan F
11/15/22
"Improved Workflow"
What do you like best about Insightly CRM? Insightly allows me to keep my opportunities and projects organized while making communicating with my customers more accessible and more efficient.
TM
Tiana Marie D
10/25/22
"Organized and user friendly"
What do you like best about Insightly CRM? I like the copying emails to the project in insightly. What do you dislike about Insightly CRM?
TM
Tiana Marie D
10/25/22
"Organized and user friendly"
What do you like best about Insightly CRM? I like the copying emails to the project in insightly. What do you dislike about Insightly CRM?
JN
Jessi N
09/21/22
"Director of Marketing and Business Development"
What do you like best about Insightly CRM? Insightly is a simple, yet powerful CRM platform. I like having the ability to create customized fields to organize our information in a way to works for us.
JN
Jessi N
09/21/22
"Director of Marketing and Business Development"
What do you like best about Insightly CRM? Insightly is a simple, yet powerful CRM platform. I like having the ability to create customized fields to organize our information in a way to works for us.
NN
Nolan N
09/05/22
"Great Sales Tool To Keep Track Of Sales And Clients and Followups"
What do you like best about Insightly CRM? The followup reminders and Sales Dash Board. Also the loading of leads and converting them to opportunities and projects helps you track the sale and set reminders to followup.
NN
Nolan N
09/05/22
"Great Sales Tool To Keep Track Of Sales And Clients and Followups"
What do you like best about Insightly CRM? The followup reminders and Sales Dash Board. Also the loading of leads and converting them to opportunities and projects helps you track the sale and set reminders to followup.
AV
Amber V
08/09/22
"Insightly is a great way to keep track of my clients"
What do you like best about Insightly CRM? Insightly allows me to connect contacts with opportunities to keep personal and account information accurate and separated. I really like the ease of the interface.
AV
Amber V
08/09/22
"Insightly is a great way to keep track of my clients"
What do you like best about Insightly CRM? Insightly allows me to connect contacts with opportunities to keep personal and account information accurate and separated. I really like the ease of the interface.
