G2 reviewers report that Act! offers a user-friendly interface, making it easy for users to navigate and utilize its features effectively. Many users appreciate the intuitive design, which enhances their work efficiency and simplifies daily operations.
Users say that Insightly CRM excels in combining CRM and project management functionalities, allowing for seamless tracking of customer interactions from lead generation to delivery. This integration is highlighted as a significant advantage, providing a comprehensive view of customer relationships.
Reviewers mention that while Act! has a strong focus on contact management, it sometimes struggles with specific workflow needs, leading to configuration challenges for some users. However, its search features and support for various automotive and industrial interfaces are praised for their versatility.
According to verified reviews, Insightly CRM is noted for its clean workflows and strong email and calendar integration, which contribute to a better overall user experience. Users find the implementation process straightforward, making it a favorable choice for those seeking quick onboarding.
G2 reviewers highlight that Act! has a larger volume of recent reviews, indicating a more active user base. This suggests that users are consistently engaging with the platform, which can be beneficial for potential buyers looking for a well-supported product.
Users report that Insightly CRM's relationship mapping feature provides a visual representation of contacts, enhancing the ability to manage and understand customer relationships. This feature is particularly appreciated by users who value visual tools for tracking interactions.
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
Assigning contacts to users?
2 Comments
JM
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
Will it integrate with my ERP?
1 Comment
IM
Act! CRM can integrate with your ERP (enterprise resource planning) system, depending on which ERP system you are using.Read more
The management and optimization of customer and prospective client interactions is achieved through the use of Insightly CRM (Customer Relationship...Read more
What is the best of linking email to insightly?
2 Comments
MK
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 sales anayltics options come with the platform?
1 Comment
Official Response from Insightly CRM
Insightly offers customizable dashboards and reports that help your team quickly visualize performance and make data-driven decisions. You can find on-demand...Read more