Satisfied user
Updated July 20, 2017
Satisfied user
Score 9 out of 10
Vetted Review
Verified User
Software Version
Basic
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
I use insightly to keep track of my prospects, leads, opportunities and sales activities. I'm the only user in my organization.
- Opportunity tracking
- Lead import
- Mobile capabilities
- Business card scanning from the mobile has never worked properly. It is easier to enter the data manually.
- Downloading reports trough the e-mail is not convenient. Direct download would be better.
- Creating custom reports is not very easy
- Improved efficiency
Yes, I handle a large amount of leads, prospects and opportunities that I would not be able to handle if I didn't use Insightly
Better than Zoho, but far from all the Netsuite capabilities