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What differentiates Insightly CRM from other similar products?

Where Insightly really stands out from the competition on the market is in its integration of project management. You can not only follow clients and contacts, but you will also be able to control tasks and projects in the same application. This integration has become more efficient in my team because it reduced the need to use multiple tools for different purposes.

What is your favorite aspect of this product?

Among the things that I enjoy most about Insightly is the fact that there is a robust reporting database. Having the ability to produce detailed sales performance, marketing effectiveness, and customer satisfaction reports on an actual data has also enabled me to make well-informed decisions. This is surely one of the greatest benefits in our world where information is the key to success.

What do you dislike most about this product?

However, just like any other software, the current software has room for improvement. Sometimes, integration with other applications can be quite confusing. I sometimes have faced the problem of data synchronization with the tools I use regularly, which is not a very pleasant problem. However, in most of the instances, I have found that technical support has been efficient in addressing my concerns.

What recommendations would you give to someone considering this product?

Although it has some minor shortcomings, I recommend Insightly CRM very highly. Its simplicity of use, a blend of functionalities and ease of customization form powerful arguments for adopting this tool. Besides, its tendency to work on project management can be a significant contribution for many companies, wishing to streamline their operations.

What differentiates Insightly CRM from other similar products?

Insightly has been helpful in helping us market to and manage our database of prospective students. Because using Insightly, we are now able to advertise to a larger pool of qualified individuals than ever before and to conduct our recruitment efforts more efficiently than ever. Thanks to Insightly, we've been able to network with current staff members to get in touch with prospective students and teachers.

What is your favorite aspect of this product?

For companies with a more conventional approach to sales, Insightly can be an invaluable marketing tool. It was probably too polished for our needs in an industry that relies so heavily on personal interaction to have been designed for a college admissions office. Although our institution has over 50 workers, only 7 used Insightly because of its narrow focus on admissions and marketing. However, Insightly would be highly valuable in a larger organization.

What do you dislike most about this product?

Strategic scheduling of follow-up emails allows for the seamless integration of feedback from several sources. The ability to receive confirmation that an email has been sent, regardless of who actually sent it.

What recommendations would you give to someone considering this product?

Since Insightly helped us to personalize messages and plan mailings without the participation of each staff member, we were able to spend less effort on outreach overall. Since the messages were tailored to each individual and distributed at irregular times, no one would suspect that they were pre-recorded.

What differentiates Insightly CRM from other similar products?

This institution setup environment may need some updates or search functions that do seem to work when we have to schedule our marketing management. It would also be nice to have an administrative function that shows in the system at any time. It has the great ability to use the knowledge base for technical and purchaser supply can be a great addition to the family also it can help with boarding and cross-training for new members of the team.

What is your favorite aspect of this product?

Insightly has great interacting with a real CRM agent because it has great conceivable potential to motion our marketing route to consumer sales trading. This platform has gave disentangle way to track our common marketing and sales management. The after-sales of Insightly CRM management have been Inconceivable. Amplifying to this CRM software is that we are able to intersect our automatic CRM technology which completes our needs of CRM sales marketing. Insightly revealed in its recent post that it is more difficult to acquire a new customer than to retain existing ones.

What do you dislike most about this product?

Insightly CRM application is not enhance for data assignment. Even if we can use work to alter some data in bulk, it may take many clicks to update some data points. Its custom signification is reformed but it cannot allow us to update data using an import at the level of some systems. Occasionally this administration runs a bit slow when larger reports are achieved. It has the defective adaptable with other software associate to the larger CRM platforms.

What recommendations would you give to someone considering this product?

Insightly CRM makes our work accessible and it is smooth to streamline the process and it has also saved us money along this procedure. Insightly CRM is recognized as a wonderful cloud-based tool that enables to manage all client relationships for sales, selling and client service. This is very attentive and sympathetic to defend our needs. Insightly was able to guide us when we converted from another system and then customize different features to assemble our needs.