Users report that Act! has a strong focus on contact and account management with a score of 8.4, which matches Insightly CRM's score, but reviewers mention that Insightly offers better opportunity and pipeline management at 8.2 compared to Act!'s 7.3, making it more effective for tracking sales processes.
Reviewers mention that Insightly CRM excels in ease of setup with a score of 8.3, while Act! falls behind at 7.2. Users on G2 appreciate the straightforward onboarding process of Insightly, which helps small businesses get started quickly.
G2 users highlight that Act! has a lower quality of support rating at 7.5 compared to Insightly's 8.0. Reviewers say that Insightly's customer support portal and knowledge base are particularly helpful, providing users with quick access to resources and assistance.
Users say that Act! struggles with marketing automation features, scoring only 7.1 in email marketing, while Insightly shines with a score of 7.6. Reviewers mention that Insightly's lead management and campaign management tools are more robust, allowing for better tracking and engagement.
Reviewers mention that Act! has limited mobile support with a score of 6.4, while Insightly CRM offers a more optimized mobile experience at 7.8. Users report that Insightly's mobile app allows for better access to CRM features on the go, which is crucial for small business teams.
Users on G2 report that Act! has a lower performance and reliability score of 7.4 compared to Insightly's 8.3. Reviewers mention that Insightly's platform is more stable and responsive, which is essential for daily operations and user satisfaction.
It all comes down to how you want to implement this territory management.
You can set security roles for the users and contact entries to enable or...Read more
How should I get Pro to my mobile device?
2 Comments
AD
If you are using Act! Pro then the only sensible option is to use the Handheld Contact addon as this offers a really effective solution. A 'subset' of your...Read more
Each time I click the email icon in ACT to start an email message in Outlook, I get a box...
1 Comment
JM
As far as I can tell, this is more an issue with Outlook than with Act!
Basically, there are 2 potential causes for this issue. Either A) your Security...Read more
We connect our exchange account but gmail work too - pretty simple. Alternative is to bcc Insightly on outgoing mail and capture them that way. Read more
What is Insightly CRM used for?
2 Comments
DB
Insightly includes project management capabilities that allow users to plan, execute, and monitor projects from within the CRM platformRead more
Will you’re software link with mailchimp
1 Comment
CL
Yes, Insightly integrates with MailChimp.
Learn more details here:
https://www.insightly.com/product/connect-to-apps/mailchimp-crm/Read more
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