G2 reviewers report that Attio excels in user experience, particularly with its automated data enrichment and clean UI, which significantly reduces the need for manual data entry. Users appreciate how this feature streamlines their workflow, especially with calendar and email syncs.
Users say that Insightly CRM offers a unique advantage by combining CRM and project management in one platform. This integration allows users to track customers from initial lead to delivery, making it a versatile tool for managing relationships and projects simultaneously.
Reviewers mention that Attio's ability to visualize customer pipelines is a standout feature, helping users easily identify where potential customers are in the sales process. This functionality is praised for its convenience, allowing for quick access to customer notes and status updates.
According to verified reviews, Insightly CRM is noted for its ease of use, with many users highlighting its intuitive workflows and strong email integration. This user-friendly approach makes it accessible for small businesses looking to implement a CRM without a steep learning curve.
G2 reviewers highlight that while both products have strong support ratings, Attio outshines Insightly in terms of quality of support. Users appreciate Attio's responsive customer service, which contributes to a smoother overall experience when addressing issues or questions.
Users report that Insightly CRM has a solid performance in relationship mapping, providing a visual representation of contacts that helps users manage their networks effectively. However, some users feel that it could benefit from more advanced features compared to Attio's AI-driven capabilities.
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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