The Best CRM Ever, It Just Needs a Good Mobile App
August 23, 2016
The Best CRM Ever, It Just Needs a Good Mobile App
Score 8 out of 10
Vetted Review
Verified User
Software Version
Basic
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
I use Insightly across the whole organization. I also use Insightly in another company that I'm a part of. I manage leads, opportunities, and client relationships. I also manage a sales team using this tool. My team members like it very much. We all find it to be very user-friendly and intuitive.
- Organization flows well from Leads to Contacts to Opportunities.
- Insightly training videos are excellent (e.g. Insightly U.)
- Very intuitive and very user-friendly
- I find the IOS app to be practically useless. It does not function well at all.
- Increased Sales
- Improved efficiency
- Centralized contact management
- Streamlined business processes
Sales has been the best, along with centralized contact management. Still working on efficiency and streamlined processes. Very pleased with the sales functionality. If mobile worked better it would improve everything.
Better in every way except mobile. App is aweful.