8.2
Spot Score
Streamline clinical documentation for smarter healthcare.
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Tickit Health offers custom pricing plan
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 71-80 out of 425
MH
Melissa H
06/14/22
"Insightly for Efficiency"
What do you like best about Insightly CRM? easy to use, keep track of records and notes, saves time with automated emails, can flag contacts with custom tags What do you dislike about Insightly CRM?
PP
Pierce P
06/14/22
"Insightly packages key metrics into a platform that suits my business"
What do you like best about Insightly CRM? Easy to use Easy to follow-up
MD
Madeline D
06/14/22
"The best CRM program for a small business."
What do you like best about Insightly CRM? All communication records are in one place. Insightly is affordable, and task follow-up is beneficial in keeping the personal relationship open with a potential client.
AU
Anonymous User
05/08/22
"Can highly recommend Insightly"
What do you like best about Insightly CRM? This CRM is easy to learn, easy to use, and extremely capable as a CRM, especially for our B2G-oriented business. Our small sales team has been able to customize our opportunity pipeline over time to fit our specific sales flow needs, and the mobile app lets everyone keep an eye on our targets even on busy days.
AU
Anonymous User
05/02/22
"User friendly CRM."
What do you like best about Insightly CRM? I love the dashboard. It's an at-a-glance view of sales, service, and projects. Our Team can see the open items. What do you dislike about Insightly CRM?
LP
Lyza P
04/28/22
"Great"
What do you like best about Insightly CRM? Filters, layout, easy to use, it helps me to keep track of my daily tasks and company tasks. It is great to see and track the performance, analytics, opportunities, etc.
RN
Robert N
04/27/22
"Insightly is a game changer"
What do you like best about Insightly CRM? Insightly has helped our company with being more organized. We can run the reports that we truly need and track down every single project, lead or opportunity. It's very user-friendly and the best part is it's fully customizable to truly fit our company's wants and needs. Our company has many different branches so being able to have the accounting team see what matters to them as well as the payroll team not only saves time but boosts productivity. ...
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SI
Sunni Islamic C
03/14/22
"One of the best CRM to manage all the activities and records in one place. Love to handle my stuff"
What do you like best about Insightly CRM? The simple process to manage all the data in one place What do you dislike about Insightly CRM?
AS
Austin S
03/08/22
"Great CRM software for small company use."
What do you like best about Insightly CRM? Very easy to use interface and I like that you can export data to excel What do you dislike about Insightly CRM?
AU
Anonymous User
03/04/22
"Insightly is great!"
What do you like best about Insightly CRM? I have When using Insightly for over three years now. We chose Insightly after considering three other CRM providers. I find the customer interface very easy to use. Also the ability to store customer data and link it with other applications is phenomenal. Furthermore it's really easy to download customer data into a spreadsheet.
