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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Showing 81-90 out of 425
AU
Anonymous User
03/03/22
"Awesome!"
What do you like best about Insightly CRM? Insightly is intuitive, user-friendly, and super easy to use. I rely on Insightly day in and day out to manage my task list, contacts, opportunities. Highly recommend it
AU
Anonymous User
03/03/22
"A great way to keep all your needs organized"
What do you like best about Insightly CRM? I love keeping all of my client's information super organized and accessible. What do you dislike about Insightly CRM?
BH
Bryan H
03/02/22
"Great "Light" System - packed with features"
What do you like best about Insightly CRM? Much "lighter" than competitors but still packed with features What do you dislike about Insightly CRM?
KG
Karen G
03/01/22
"Using for Real Estate"
What do you like best about Insightly CRM? I like how I can have opportunities (for my potential clients/listings) and then convert them to projects (for the listing/sale). Ability to use tags so I can easily identify who has purchased/sold a home with me in a given year. I set reminders to check on my projects (listings/sales) already in progress, with clients. I like how I could use my own data fields to better correspond with my real estate business. Great CRM!
AP
Amy P
03/01/22
"High powered CRM with project and task management"
What do you like best about Insightly CRM? I love the customization of Insightly. Out of the box, it works... yet you can create custom views, filters, fields, and reports. The task management feature is impressive for a team, with categories, custom views, and assigning tasks. Multiple project pipelines ensure various types of projects are well managed. Activity sets (or workflows) keep everything moving forward. I am a CRM expert who helps clients implement CRM systems, and Insightly is ...
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DW
Dean W
03/01/22
"Good small & medium size business system."
What do you like best about Insightly CRM? A good place to store all notes, estimates and invoices and easy to navigate. We started off as a small business and are now a medium size business and it's still working well for us
FR
Fabricio R
03/01/22
"Absolutely Perfect"
What do you like best about Insightly CRM? I have been looking around for a long time for a CRM with good features and accessible pricing and Insightly combine both powerful features and budget pricing.
AM
Atif M
03/01/22
"Solid! Been using Insightly for 3 years"
What do you like best about Insightly CRM? The pages load fast and I like how quick and easy it is to navigate from contact to contact, page to page and the convenience of the mobile app - all while tracking progression of each lead n
DJ
Deepak J
03/01/22
"Very Useful for Sales"
What do you like best about Insightly CRM? I can enter all my leads. Create opportunities and have 90 days, 60 days, 30 days pipeline. Also, my boss can keep a tab on my progress and this becomes like a regular reporting.
BP
Brittiny P
03/01/22
"Awesome Customer Management Tool"
What do you like best about Insightly CRM? Insightly Dashboards & Reports are used in my team's daily workflow. They are reference points to check the status of key accounts (projects). The reports can be sent by email which allows my team to stay on track with key metrics.
