Very helpful and easy CRM for small companies
Overall Satisfaction with Insightly
We use Insightly mainly in the sales department. It allows us to store all leads, to store all actions made with prospects/clients and to schedule future tasks. As a general manager it allows me to follow the commercial actions of my sales team and to attribute actions to each one. When a sales employee quits the company it's easier to work on his files and transfer them to someone else.
Pros
- Very easy to use, don't need too much training for employees
- Easy task management
- Personalization of fields
Cons
- The mobile app is too slow, and is not easy to use
- More visual reports
- Increased Sales
- Improved efficiency
I think Insighlty allows us to optimize our prospect database, to follow prospects for more than 2 years and transform some of them to clients. The task management with the team is much more efficient.
I chose insightly for the design.


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