Great experience so far
December 20, 2016
Great experience so far
Score 8 out of 10
Vetted Review
Verified User
Software Version
Basic
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
We use Insightly as a CRM to track leads and opportunities, and also as the company's main customer database (aka official Rolodex). It is used by the CEO and the management team which is the main sales force of our firm. Since we use Insightly we don't lose track of any business opportunity as happened in the past. We are evaluating using the project module.
- Allows [for] great database management to keep all customer data among users.
- Great integration with mobile platforms. I personally use IPhone and IPad.
- Useful notification functionality.
- Reports have improved, like funnel report, opportunities by department, etc.
- The "built in" reports should allow using the creation date and not the closing date for reporting.
- Increased Sales
- Centralized contact management
We have improved sales efficiency and tracking of opportunities. Also Insightly has solved the problem of having a centralized database [for] management.
- Smartsheet and SugarCRM
Insightly has a better cost-functionality.