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.
- 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.
- 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.