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Insightly Bot

3.2
(5)

The Insightly Assistant is a CRM chatbot for Insightly's paid subscribers.

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Insightly Bot Reviews

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Showing 5 Insightly Bot reviews
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Insightly Bot review by Daniel H.
Daniel H.
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"Getting there"

What do you like best?

It allows you to update elements of the CRM right from your Slack account. Anything that can cut down on jumping around and multiple log ins is a win. I deal with far to many systems :)

What do you dislike?

It is a bit clunky, sometimes the updates don't push or show up in the actual CRM which can be frustrating. I think this is pretty new functionality and I'm sure it will improve. Generally Insightly does quite well at moving their product forward.

What business problems are you solving with the product? What benefits have you realized?

Not enough time to deal with all the systems I'm using. It helps me be more efficient!

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Insightly Bot review by User
User
Validated Reviewer
Review Source
content

"Insightly Bot + Slack = Match Made in Heaven"

What do you like best?

Having Slack and Insightly paired keeps our team accountable to one another and also helps us stay organized better. It's the most efficient way we've seen to keep our communication and our our tasks connected.

What do you dislike?

It seems to work 99% of the time but with all technology, there have been times the bot hasn't responded with Insightly or with Slack and in those times, it's been very frustrating.

Recommendations to others considering the product

If you're already using the two platforms, it's a no-brainer! Combining the two will absolutely make your team more efficient.

What business problems are you solving with the product? What benefits have you realized?

We've used Insightly as our customer relationship management system (CRM) and the bot is a perfect addition to make it more productive. When anyone completes something within the CRM, the bot will notify us. It has helped keep our team accountable

What Productivity Bots solution do you use?

Thanks for letting us know!
Insightly Bot review by User in Marketing and Advertising
User in Marketing and Advertising
Validated Reviewer
Review Source
content

"Not as helpful as I would have hoped"

What do you like best?

It was easy to set up, understood basic questions

What do you dislike?

It couldn't answer more complex questions and couldn't do all of the functionality we would have liked. This may have stemmed from issues with Insightly itself-- we ended up switching to a different CRM because of task manager was not working well enough for us.

What business problems are you solving with the product? What benefits have you realized?

We were trying to use Insightly to help with our task management and CRM. We were hoping the Bot would make information more easily accessible and keep us updated without having to constantly have the CRM screen open. It wasn't giving us enough information for it to be worth it. We still had to have the CRM window open.

Insightly Bot review by Somanna B.
Somanna B.
Validated Reviewer
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content

"good enough for most scenarios. Smart enough to understand basic complex queries"

What do you like best?

The software is able to understand most two-part questions. It has a simple UI and is able to guide the user properly.

What do you dislike?

cannot understand complex questions. also has no ability to provide information of basic stuff like what day is it today

Recommendations to others considering the product

go for it. Don't blame me if you don't like it

What business problems are you solving with the product? What benefits have you realized?

faster access to information from our CRM

Insightly Bot review by User
User
Validated Reviewer
Review Source
content

"Short and simple"

What do you like best?

Easy access to the software and readable.

What do you dislike?

Cant' use the excel export to make my own tasks.

What business problems are you solving with the product? What benefits have you realized?

Legal

Kate from G2

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* We monitor all Insightly Bot reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. Validated reviews require the user to submit a screenshot of the product containing their user ID, in order to verify a user is an actual user of the product.