Insightly CRM Questions & Answers

Yes, Insightly CRM allows integration with other CRMs and ERP systems. Its ‘AppConnect’ functionality enables users to create low-code/no-code integrations with several applications, including well-known CRMs and ERPs.

Yes, Insightly CRM integrates with both Google Workspace and Microsoft Office 365. This integration enables for two-way synchronization of emails, contacts, calendars, and files, improving productivity and ensuring smooth workflow across platforms.

Insightly CRM helps you keep track of your interactions with customers through email and social media. It brings all your messages together in one place, like the emails you've sent and received, social media mentions, comments, and direct messages. This gives you a full understanding of your relationship with each customer.

Insightly CRM helps sales teams manage both selling and after-sale tasks all in one place. Users can make projects, give out tasks, set due dates, and see how things are going, making it easier to work together and get things done smoothly.

Insightly CRM provides its users with a wide range of sales pipeline management functionalities. Users can visualize deal progression, track opportunities through customizable stages, and correctly forecast revenue. This approach helps sales teams prioritize activities and identify potential issues.

Yes, Insightly CRM provides strong reporting and analytics tools. This enables sales teams to generate detailed reports, track key performance indicators like conversion rates and revenue, and gain valuable insights into sales trends.

Insightly CRM provides a user-friendly interface, intuitive design, and smooth connection with other widely used business applications. This helps the sales teams adapt to the platform easily and quickly.

Insightly CRM lets companies personalize the software to fit according to their requirements. Users can make their own fields, set up different steps for their work, and create custom views, making sure the CRM works well for their specific needs and industry.