Insightly CRM...Rock Solid
Updated February 09, 2017
Insightly CRM...Rock Solid
Score 9 out of 10
Vetted Review
Verified User
Software Version
Plus
Overall Satisfaction with Insightly
Insightly CRM used to organize clients and prospects. It is also used for client communication and service. It has been a great tool to organize info in one central and convenient place. A+
- Organize Dates and Projects.
- Allow updated input to notes.
- Provide scheduled follow ups for prospects and clients.
- Make subscribers aware innovations and new product development.
- Coding can be clumsy sometimes.
- Could be organized a bit better. but it is getting better.
- Need to have notes sections that auto assign date and time of input.
- Increased Sales
- Streamlined business processes
Nice tool for sales and organization of clients.
Very nice product at a price that makes it a value.
Insightly Feature Ratings
Using Insightly
| Pros | Cons |
|---|---|
Like to use Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar | Unnecessarily complex |
- Data input.
- Information Retrieval.
- Custom field develpment.
- Data indexing and look up...at times.