Insightly. A totally FREE cloud-based CRM you ought to try!
Updated November 14, 2016
Insightly. A totally FREE cloud-based CRM you ought to try!
Score 9 out of 10
Vetted Review
Verified User
Software Version
Free
Overall Satisfaction with Insightly
I use Insightly for the CRM features, email templates and task management. It's helpful to have one place where I can store all contact info and correspondence about my prospects.
- Easy and intuitive interface
- Adding tags to manage lists of prospects
- Automated emails are very helpful
- Connections between Contacts and Companies are clunky I find. It would be nice if that could be ONE interface with a clickable link that would easily show all people in the one company.
- It would be nice to be able to duplicate all fields when adding a new person to an existing company
- Increased Sales
- Centralized contact management
Insightly helped me to stay in touch with prospects and automate emails.
I found it was a very comprehensive solution though and somewhat daunting to understand all of what it could do.
Perhaps a module approach would be nice, whereby people could use it at a very basic level then activate additional features if they need or want them. If they didn't want or need them they'd be invisible until activated and could only be activated after watching a tutorial that showed their proper use and setup. As it is now, it feels like opening Photoshop when all I want to do is crop an image.
I found it was a very comprehensive solution though and somewhat daunting to understand all of what it could do.
Perhaps a module approach would be nice, whereby people could use it at a very basic level then activate additional features if they need or want them. If they didn't want or need them they'd be invisible until activated and could only be activated after watching a tutorial that showed their proper use and setup. As it is now, it feels like opening Photoshop when all I want to do is crop an image.
- Bitrix24 and HubSpot CRM
I liked Bitrix but was pissed off when I left it alone for a few months and my account was deleted. It was also WAYYYYY too complicated.
Husbpot CRM looks good but is a bit pricey.
Husbpot CRM looks good but is a bit pricey.