Best CRM tool I've found - it improved my business development straight away
Updated January 23, 2017
Best CRM tool I've found - it improved my business development straight away
Score 10 out of 10
Vetted Review
Verified User
Software Version
Free
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
We use Insightly to track new business leads and new opportunities. It also acts as an efficient database for existing and new clients.
Pros
- Contact database, with great links across organisations.
- Opportunities are a good way of focusing on some of the key projects coming up.
- Linking to the iCal diary makes everything quite seamless.
Cons
- Notification setting could be better.
- Email links to projects/opportunities is a little cumbersome.
- The report section is a little confusing.
Insightly has definitely aided the conversion of projects from both new and existing client contacts. Before using Insightly I used a simple spreadsheet, which whilst effective has none of the data capturing element of a decent CRM system.
Salesforce seems a bit over the top and expensive for a small business such as myself.
Insightly Feature Ratings
Configuring Insightly
Using Insightly
| Pros | Cons |
|---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Quick to learn Convenient Feel confident using Familiar | None |
- Editing profiles
- Linking contacts
- Adding Opportunities
- Reports
- Email links to Opportunities/Projects
- Filtering
Yes - It doesn't have full functionality, but is useful as a task reminder and contact database.
Comments
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