Intuitive and cost effective
February 07, 2017
Intuitive and cost effective
Score 10 out of 10
Vetted Review
Verified User
Software Version
Free
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
I use Insightly as an independent business owner. It helps to keep me organized with the sales side of my business. I'm able to group clients together and follow up with leads on a routine basis.
- It captures pertinent information about each lead/client and allows you to access this information quickly.
- You can import and export contact information.
- You can keep track of previous email correspondence.
- Insightly fulfills my needs at this time.
I have been able to manage my leads appropriately by creating a checklist of tasks to complete with each lead. This in return allows me to turn the lead into a client. Insightly has built in tools that allows me to do this. It has helped to manage and grow my business.
I've used Surefire and Market Leader. I like Insightly best because of the cost and the ability to customize.