G2 reviewers report that Insightly CRM excels in ease of use, with many users appreciating its intuitive interface and clean workflows. One user highlighted how it combines CRM and project management, allowing for seamless tracking from lead to delivery.
Users say that Thryv shines in marketing automation, with features for lead capture and email marketing that are particularly well-received. Reviewers noted that it saves them significant time by organizing invoices, appointments, and client messages in one place, making it feel like a personal assistant.
According to verified reviews, Insightly CRM has a strong reputation for customer support, with users praising the quality of assistance they receive. Many found the initial setup process straightforward, which contributed to a positive onboarding experience.
Reviewers mention that while Thryv offers robust features, some users have found its setup process to be less intuitive compared to Insightly. This has led to a few challenges during initial implementation, although support staff were noted to be helpful.
G2 reviewers highlight that Insightly CRM's relationship mapping feature provides a visual representation of contacts, which many users find beneficial for managing their networks effectively. This feature is particularly appreciated by small businesses looking to enhance their customer relationships.
Users report that Thryv's overall functionality is impressive, especially for small businesses, but some feel that its higher entry-level price may be a barrier. Despite this, the comprehensive features it offers for managing client interactions and marketing efforts are often seen as worth the investment.
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
A software solution to help you run your ENTIRE business! Get your life back from the chaos that is un-organization!Read more
What else should I be using to fully benefit from the platform?
3 Comments
MS
Try the pipeline feature! That can help you see where your leads are in their buying process, and you can attach automation to each stage. They also just...Read more
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