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What differentiates Insightly CRM from other similar products?

Leading CRM software Insightly has native connectors with MailChimp, Office 365, Gmail, and other well-known programs. Utilize Insightly to track sales pipeline, manage client data, leads, and initiatives at every step of client relationships, and assess performance relative to your company's sales and operational targets.

What is your favorite aspect of this product?

With its user-friendly features and effective tools, Insightly CRM is a very dependable tool in and of itself that enables the user to take full advantage of every opportunity. Additionally, it is simple to link with other applications to increase overall productivity. It responds to consumers with lightning speed. The dashboard is a great feature. Visuals are excellent, and the ability to alter pipelines is quite beneficial.

What do you dislike most about this product?

The task of project management is rather straightforward. Insightly does not offer many of the visual views that the other CRM programs that I've evaluated have. This was a feature that I wished Insightly would include because I find it simpler to understand data when it is presented in a visual format.

What recommendations would you give to someone considering this product?

I haven't encountered any significant concerns in our use of Insightly. We formerly utilized a bizarre CRM that needed us to continually switch between windows and was constructed up of sheets. We can have all of our data in one place, arranged nicely in custom fields, using Insightly. I believe that the project page may use extra fields where users can provide essential information.

What differentiates Insightly CRM from other similar products?

For our company to better serve our clients and providing us advantages in the market, Insightly CRM offers a broad range of services. It has made it possible for us to successfully and dependably engage in our working connections with the clients. With the help of this program, I have also been handling project management chores.

What is your favorite aspect of this product?

To provide our clients with extra attention, we can easily sustain our sales cycles and continuing customer service. Compared to other tools of this type, the user interface is likewise very simple and straightforward to use. We were able to adapt this software to fit our requirements, which were somewhat distinct from those of the normal sales team. We are capable of excellent reporting and order tracking.

What do you dislike most about this product?

After a search, the newly launched org or project tab rarely occupies more than half of my screen. I'm unable to figure out how to enlarge the page. The columns on the relevant and activities tabs don't remember the column width I previously saved for some reason. I have to resize it each time I use it.

What recommendations would you give to someone considering this product?

Our entire staff uses the mobile app, which allows us to instantly update information and send it to everyone at once. We track and arrange our work in many different areas using the project management application on a daily basis. Pipelines guarantee that we follow our defined processes to the letter.

What differentiates Insightly CRM from other similar products?

Leading CRM program Insightly features native connections. At each and every step of our client relationships, we handle our customer data, prospects, and projects with Insightly. We also keep an eye on the sales pipeline and track our progress in relation to your company's sales and operational targets. It is a really dependable instrument that makes it simple to easily capture the entire process.

What is your favorite aspect of this product?

With its user-friendly features and effective tools, Insightly CRM is a very dependable tool in and of itself that enables the user to take full advantage of every opportunity. Additionally, it is simple to link with other applications to increase overall productivity. It responds to consumers with lightning speed. All of the record-keeping is combined and presented in one straightforward platform by Insightly.

What do you dislike most about this product?

Avoid using Chrome extensions because they are a bit of a clumsy addition that made the working process more difficult. The interaction of the other programs is flawless however the social media integration is deficient in several areas and remains to be a time waster for us.

What recommendations would you give to someone considering this product?

Our contacts lists have been completely replaced with Insightly. In comparison to using worksheets or any other solution we considered, it also organizes and records our teams' progress with projects, events, and programs far better. Now, we feel experienced. But the price almost makes up for the useful features.