G2 reviewers report that folk excels in ease of use, with users highlighting its intuitive interface that simplifies managing contacts and tracking conversations. One user mentioned how effortless it is to stay on top of follow-ups, thanks to the seamless integration of notes and reminders.
Users say that Insightly CRM offers a unique advantage by combining CRM and project management in one platform. Reviewers appreciate the ability to track a customer from the initial lead through to delivery, with features like relationship mapping providing a visual representation of contacts.
According to verified reviews, folk's quick setup process is a standout feature, with users praising how easy it is to connect their email and WhatsApp, and install the Chrome plugin for LinkedIn. This simplicity allows businesses to hit the ground running without a steep learning curve.
Reviewers mention that while Insightly CRM has a solid performance in customer support, folk significantly outshines it in this area, with users rating folk's support highly for its responsiveness and helpfulness, making it a reliable partner for businesses.
G2 reviewers highlight that Insightly CRM provides a better experience for users who need task and activity management, with features that help streamline workflows. However, some users feel that the platform could improve in areas like reporting, where folk has received mixed feedback.
Users say that both products cater well to small businesses, but folk has a stronger market presence, with a higher percentage of reviews coming from small business users. This suggests that folk may be more tailored to the specific needs of smaller organizations looking for effective relationship management solutions.
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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