G2 reviewers report that Insightly CRM excels in user-friendliness, with many users appreciating its intuitive interface and easy implementation. One user highlighted how it combines CRM and project management, allowing for seamless tracking from lead to delivery.
Users say that Outreach stands out for its powerful automation features, which streamline sales processes and enhance productivity. Reviewers have noted the effectiveness of its AI-driven analytics, which provide detailed reports that aid in decision-making.
According to verified reviews, Insightly CRM is particularly favored by small businesses, with 73% of its reviews coming from this segment. Users appreciate its tailored features that cater to smaller teams, making it a solid choice for those just starting out.
Reviewers mention that Outreach's comprehensive workflow tools are a significant advantage, especially for mid-market companies. Users have praised its ability to log interactions and integrate with other platforms, enhancing overall sales engagement.
G2 reviewers highlight that while both platforms offer good support, Insightly CRM has received slightly higher ratings for quality of support. Users have noted the responsiveness and helpfulness of the support team, which can be crucial for businesses needing quick assistance.
Users report that Insightly CRM's relationship mapping feature provides a visual representation of contacts, which many find beneficial for managing customer relationships. In contrast, while Outreach offers robust analytics, some users feel it could improve in areas like data segmentation and lead scoring.
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
Has anyone made the a migration from gmail to Outlook? If so, how did your use of Outreach change?
2 Comments
MS
Yes, I have performed the task, the free methods are here using GSMMO - https://www.transferemails.com/transfer-emails-from-outlook-to-gmail/Read more
What is the best way to log follow ups?
2 Comments
JK
When I engage a customer, either email or call, I put them into a follow up sequence, typically that has 3 steps, call > email > call to make sure we keep...Read more
What are the other best ways Outreach can be used in?
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