Businesses that need live chat functionality: Having a live chat tool gives customers the ability to chat with your customer service agents in real time, but so far, this is not available with Insightly Service.
Who Insightly Service Is Not a Good Fit For Check out our Insightly CRM review to learn more about the software. It also helps users break down silos with a robust view of their customers as their data is housed in a unified system.
Insightly CRM users: Insightly Service is built natively within Insightly’s unified platform, making it easily adaptable for users who already use other Insightly products, such as Insightly CRM for contact and project management.
The platform gives you an extensive view of all active and historical customer cases, making it one of our top picks for the best customer service software.
Teams that want simple ticketing software: Insightly Service is straightforward customer service software with useful ticketing functionality, including service level agreement (SLA) management, case history, and ticket reports.
Visit Insightly Service Who Insightly Service Is Best For Insightly Service is best for users who want a single, simple system to manage contact, projects, and customer outreach. It pairs perfectly with Insightly’s unified customer relationship management (CRM) and marketing tools. It offers ticketing and case prioritization features, dashboards for tracking agent performance, and actionable insights on recurring customer issues. Insightly Service is new customer service software from Insightly.
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