Used by 73% ProfessionalsInsightly CRM Overview
/5
- Linux
- Windows
- Large Enterprises
- Small Businesses
Insightly CRM empowers sales teams to develop top-notch customer interactions. It serves organizations of all sizes across a range of industries like consulting, manufacturing, media, technology, professional servies, and others. More than 25,000 enterprises and 1.5 million users employ Insightly to build tailored marketing campaigns and automate business operations.
About Insightly CRM
Insightly CRM Features
- Design Dashboards : Allows building and sharing beautiful data visualizations to uncover insights and progress.
- Custom Apps : Allows building and deploying custom apps with validation rules, workflow automation, and dashboards.
- Dataset Management : Captures, stores, and develops relationships between datasets with custom objects.
- Relationship Linking : Flexible record linking functionality helps to map and better understand complex customer relationships.
- Lead Routing : Leverages leads’ relevant information to automatically route leads to the right person.
- Workflow Automation : Allows developing multi-step business processes like generating tasks, sending email alerts, and more.
Insightly CRM Ratings and Reviews
- victoria c.Education Management
now we are more organized, we answer our consultations faster because of having everything in the same place!
- Verified UserAccount Manager
We use Insightly as a way to manage client activity from sales through to active account management. Primarily we use it as a project/task management tool. It starts with Business Development but it is mostly used by account managers to help manage their workflow and keep track of tasks. Management also uses it as a way to keep on top of the multiple client programmes.
Can be fiddly to navigate Customer support requests are not dealt with quickly Fields are not as customizable as they could be
