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
Top Reviews
- Ajay Y.QA Engineer
Insightly CRM has truly revolutionized the way we manage client interactions and streamline our corporate processes. This platform provides a complete solution that caters to our every need, making it a valuable asset for our business.and it also have user friendly interface Review collected by and hosted on G2.com.
- Verified User in InternetSmall-Business(50 or fewer emp.)
Mapping fields is not straightforward, and often times the field is lost upon conversion from lead to opportunity. Review collected by and hosted on G2.com.