Very helpful and easy CRM for small companies
June 23, 2016
Very helpful and easy CRM for small companies
Score 8 out of 10
Vetted Review
Verified User
Software Version
Free
Modules Used
- Insightly iOS / Android Mobile App
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.
- Very easy to use, don't need too much training for employees
- Easy task management
- Personalization of fields
- 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.