Insightly CRM

What differentiates Insightly CRM from other similar products?

An online CRM tool called Insightly offers project management, automated workflows, monitoring, and third-party connectors. We are quite delighted with Insightly. Despite being simple for using, it has a significant impact. The Insightly platform is managing an increasing number of business operations. We can use it to stay in touch with each of our colleagues and acquaintances at once.

What is your favorite aspect of this product?

Insightly handles all of our CRM requirements, from managements of any type to modifications. Users can download content to broaden the content's visibility and complete integrated forms that assist them in engaging with their audiences more productively. The finest email function offers the ability to send an email with just one click, and the record is preserved for your records.

What do you dislike most about this product?

It can occasionally take a long time and be annoying to keep importing contact information. On addition of it all, it also offers cutting-edge solutions that enhance our relationships with one another. It's challenging to understand the data since there isn't much inside the way of visual analysis in the program.

What recommendations would you give to someone considering this product?

It compiles and disseminates data from a variety of sources. The relationship management services provided by our organization have increased efficiency. It has an intuitive interface for developing campaigns for marketing managers and content producers. Statistics can be saved and read at various stages of processing, and rights and levels of access can be swiftly set up.

What differentiates Insightly CRM from other similar products?

It is designed to assist businesses of all sizes to align and manage their projects, sales, and marketing effectively.

What is your favorite aspect of this product?

It is the best tool to engage with consumers and make data-driven, well-informed marketing decisions. It helps to develop long-lasting relationships with consumers and helps to grow business faster. The user interface is easy to use and intuitive. It allows you to create email templates, shareable dashboards, consumer journeys, and consumer newsletters. It enables you to develop dynamic lists and provides beautiful templates to create attractive drag-and-drop email campaigns.

What do you dislike most about this product?

The free version is not available. Users with zero knowledge and no experience of CRM software will face difficulty to use Insightly Marketing. So, it has a steep curve of learning.

What recommendations would you give to someone considering this product?

It comes with an API and allows businesses to incorporate the platform with numerous third-party solutions such as Microsoft Office 365, Zoom Webinar, and Google G-Suite. It uses two-factor authentication and thus, secures user experience. It enables group members to conduct A/B testing to determine high-performing marketing campaigns. It helps you generate more leads and enhances the performance of business operations. It provides detailed insight into the whole consumer journey. It empowers marketers to create effective campaigns without taking any outside help.

What differentiates Insightly CRM from other similar products?

A cloud-based solution for marketing, sales and projects. It has an easy UI and provides low barrier of entry for newbies. Its helps in organizing and managing tasks when the customer moves through sales process. It gives pipeline view of the processes which make it easy to track. It has functionality to allow notifications and set up reminders. Its android application is very user friendly and efficient. It allows out-of-the-box integration with many office tools and Google apps.

What is your favorite aspect of this product?

It increases the overall work efficiency. Data accuracy and time saving provides more time to concentrate on customer’s needs and more time to deal with the company customers which in turn provides good customer experience and better customer satisfaction.

What do you dislike most about this product?

Its target audience is just smaller businesses however it is equally good for large scale businesses too. It does not provide functionality to grant or limit access of a certain user according to his role thus allowing those users to access more or less than needed. It has an outdated design that needs updates. Its calendar has bug and it does not schedule the tasks correctly outside of Insightly. Its initial setup is a bit difficult and time consuming.

What recommendations would you give to someone considering this product?

Its low price makes it best choice for small and medium business setups. I would be happy to suggest it to everyone.