Insightly, a cost effective choice for small businesses
February 17, 2016
Insightly, a cost effective choice for small businesses
Score 7 out of 10
Vetted Review
Verified User
Software Version
Plus
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
We are using Insightly to manage leads, accounts and sales opportunities. All of our sales reps use the software. Insightly helps us to be much more efficient and effective in our sales process. The daily To-Do helps sales reps know where they are in the sales pipeline with each of their leads and accounts. The new advanced reporting will be a huge help in summarizing sales information for our managers.
- Very easy to use.
- Great customer support.
- Easy import/export of data.
- Needs better reporting.
- Needs built-in email campaign ability.
- Increased Sales
We are still relatively new to Insightly and we are motivating sales reps to use it. Once they are, it will make them much more efficient and effective, which will lead to more sales.
We selected Insightly because of the much lower cost. Infusionsoft does have additional features that we hope Insightly will add in the near future.