G2 reviewers report that Salesloft excels in user satisfaction, boasting a higher overall score compared to Insightly CRM. Users appreciate its seamless integration with Salesforce, which enhances their prospecting efforts and allows for real-time syncing of contact history, making outreach more efficient.
According to verified reviews, Insightly CRM shines in its ability to combine CRM and project management features, providing a comprehensive platform for tracking customer interactions from lead to delivery. Users highlight the intuitive workflows and strong email and calendar integration as significant advantages.
Users say that Salesloft's email tracking feature is a game-changer, allowing them to create customized emails and monitor whether clients have read them. This capability is particularly beneficial for maintaining quick and effective communication with prospects.
Reviewers mention that while Insightly CRM is praised for its ease of use and implementation, some users feel it may not fully meet their specific workflow needs, indicating potential configuration challenges that could affect user experience.
G2 reviewers highlight that Salesloft's activity tracking capabilities are superior, with users finding it easier to manage calls, emails, and texts in one place. This streamlined approach helps sales teams stay organized and focused on their outreach efforts.
According to recent feedback, Insightly CRM's relationship mapping feature is well-received, providing a visual representation of contacts that helps users understand their network better. However, it faces stiff competition from Salesloft's robust prospecting tools that cater specifically to mid-market users.
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
can I compare metrics of team members month on month? for example reply rate for individuals and teams over the last 3 months in a graph?
7 Comments
AR
Hi Kat!
There are a couple different ways of getting to this information in SalesLoft. The first place I'd check out is the "Email Leaderboard" panel on...Read more
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