G2 reviewers report that Insightly CRM excels in user experience, with many praising its intuitive interface and ease of use. Users appreciate features like the relationship mapping that visually represents contacts, making it easier to manage customer interactions.
Users say Odoo CRM shines in lead management, highlighting its organized stages and visual pipeline view. Reviewers find it particularly helpful for tracking leads efficiently, as everything is consolidated in one place, eliminating the need for messy spreadsheets.
According to verified reviews, Insightly CRM offers a strong implementation process, with users noting that it is easy to set up and integrate into their existing workflows. This is complemented by its combination of CRM and project management features, allowing users to track customers from lead to delivery seamlessly.
Reviewers mention that Odoo CRM provides a great user interface, which contributes to its overall ease of use. Users appreciate the drag-and-drop functionality for moving deals between stages, which saves time and enhances productivity.
G2 reviewers highlight that Insightly CRM has a slight edge in customer support quality, with users reporting positive experiences and effective assistance when needed. This support is crucial for small businesses that may require more guidance during their CRM journey.
Users express that while both products cater well to small businesses, Odoo CRM's pricing model is more flexible, allowing users to pay per app, which can be more cost-effective for businesses that only need specific functionalities. This flexibility is a significant consideration for budget-conscious users.
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
ODOO CRM is part of the ODOO software suite, which is an open-source software. This means that the source code is available for anyone to view and modify,...Read more
What is Odoo CRM used for?
1 Comment
FF
Control sales activities, inventory, billing, and marketingRead more
What is CRM in Odoo?
1 Comment
JK
I work with Odoo CRM as a programmer and as developer. We have a dialogue with the client, looking for their needs and we provide the service, including...Read more