The simple & affordable CRM for small teams!
August 02, 2016
The simple & affordable CRM for small teams!
Score 8 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's CRM module for sales & then PM module when opportunity converts to a paid client project.
- Google integration
- Ease of use
- Online education / Insightly university
- Still need to manually save emails or bcc
- Increased Sales
- Improved efficiency
- Centralized contact management
Yes & No [in terms of whether we've acheived these outcomes by using Insightly]. Insightly helps, but we still need to manually save emails and sometimes the whole picture doesn't get saved into an opportunity. So my project manager can't just jump in & see where we're at, someone has to summarize when data is missing. It's a process issue, but by now we shouldn't have to save emails manually.
- Base
Base is great for companies that do a lot of calling, but Insightly is much more user friendly if you don't need to log a lot of phone calls.