Insightly for CRM and Sales Management is a homerun!
Updated December 05, 2016
Insightly for CRM and Sales Management is a homerun!
Score 10 out of 10
Vetted Review
Verified User
Software Version
Plus
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
We use Insightly every day to manage client information, track prospects through the sales process and to manage simple projects. Many of our team members work remotely, so we needed an easy to use cloud based application to ensure consistency across our company.
- The tools available to build and track the sales pipeline are awesome. Inquiries from our website are automatically input as Leads, then as we qualify them they become Opportunities and eventually Contacts/Clients.
- LOVE! the Gmail/Insightly gadget. Such a great way to save emails to existing contacts or create new ones right from email.
- The Advanced Reporting functions are great. We use these reports in our Client Care process and to track closed/lost/abandoned sales, etc.
- We are thoroughly satisfied with Insightly at this time.
- Improved efficiency
- Centralized contact management
- Streamlined business processes
We're a small and rapidly growing consulting company. We needed a core platform to house client data, and to build process and procedures so that we are able to scale and grow. Insightly has provided us with consistency and ensures we're all working in the same way.