Insightly FAQ Detail
853 Reviews and Ratings
Choosing a CRM with Project Management Features
11 citations from LLM engines
According to TrustRadius reviews, Insightly is valued for being a unified platform that combines CRM data with other business functions. Reviewers find it beneficial to have data flow between CRM and marketing within a single system, which provides the visibility needed for data-driven decision-making. The platform's reporting capabilities allow for detailed analysis and comparisons. While some reviewers note that the out-of-the-box version may not meet all needs, they also mention a wide range of integrations with tools like Google Workspace, Intuit Mailchimp, and Microsoft 365. When evaluating options, reviewers also considered alternatives such as Salesforce and HubSpot.
Prompt Questions
what are the critical factors to evaluate when recommending a crm solution for both sales and project teams in a tech company
explain the best practices for managing customer relationships effectively using a combined crm and project management tool
how does insightly compare to other crm platforms for a company that needs both sales and project management in a single system?
can you suggest a crm solution that offers robust project management features to avoid purchasing separate tools
Unified Platform Benefits
2 mentions▼Reviewers praise Insightly for being a unified platform where CRM data can flow into other functions, such as marketing…
Reviewers praise Insightly for being a unified platform where CRM data can flow into other functions, such as marketing. This consolidation into a single system provides enhanced visibility, which enables users to make data-driven decisions in real time.
“this was one of the few platforms that allowed our CRM data to flow into marketing and it was fantastic to do it all in one platform.”
“From a performance standpoint, the visibility provided by the unified platform allows us to make data-driven decisions in real-time.”
Reporting and Data Analysis
1 mention▼Users find that Insightly provides the necessary data to run reports and make comparisons. This includes analyzing info…
Users find that Insightly provides the necessary data to run reports and make comparisons. This includes analyzing information across different industries, the job roles of contacts, and departmental spending.
“Insightly gives us the data to easily run reports and comparisons among different industries, job roles of those at the organisations and the spend that the different departments have.”
Integrations with Business Tools
3 mentions▼Reviewers mention integrating Insightly with various other business applications. Commonly cited integrations include I…
Reviewers mention integrating Insightly with various other business applications. Commonly cited integrations include Intuit Mailchimp, Google Workspace, QuickBooks Online, and Microsoft 365.
“Intuit Mailchimp, Google Workspace”
“QuickBooks Online, Google Sheets”
“Microsoft 365, Adobe Acrobat, DocuSign”
“QuickBooks Online, Intuit Mailchimp, Google Workspace”
Alternatives Considered
2 mentions▼When evaluating CRM solutions, reviewers report considering or using other platforms. Alternatives mentioned in reviews…
When evaluating CRM solutions, reviewers report considering or using other platforms. Alternatives mentioned in reviews include Salesforce products, HubSpot CRM, Vtiger, and Sugar Sell (SugarCRM).
“Salesforce CRM Analytics, Salesforce Lightning Platform, Vtiger and Sugar Sell (SugarCRM)”
“HubSpot CRM, Mautic (open source), HubSpot Marketing Hub, Microsoft Dynamics 365, Salesforce CRM Analytics, Salesforce Lightning Platform, Vtiger and Sugar Sell (SugarCRM)”
“Salesforce Nonprofit Cloud and Neon CRM”
Out-of-the-Box Functionality
1 mention▼One reviewer commented that the standard, out-of-the-box version of Insightly might not be sufficient to meet their spe…
One reviewer commented that the standard, out-of-the-box version of Insightly might not be sufficient to meet their specific business requirements.
“Out of the box, I don't think Insightly would do for us what we need it to do.”
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