A quite agile and user-friendly CRM!
January 16, 2018
A quite agile and user-friendly CRM!
Score 8 out of 10
Vetted Review
Verified User
Software Version
Plus
Overall Satisfaction with Insightly
Insightly has proven to be an efficient CRM to manage our customers and the ongoing or future projects. With a user-friendly interface, its features are quite straightforward and anyone with a basic notion of CRM is able to make use of it. There are tons of very useful tools that speed up the sales process and enables a closer follow-up of all the opportunities and projects. There still are other features requested by the users around the world, but step by step Insightly team seems to catch it up and implement new items on the platform.
- Links between opportunities, notes, contacts/leads
- Integration with Google (contacts, calendar appointments)
- Creation of sales/project pipeline
- Full Backup of data not yet implemented. Everything has to be exported individually and separately to CSV files, which does not save rich data (images, attached files, e-mails, and so on.)
- Exported Notes can't be imported back.
- Exported/backup data can't be imported back in a single way. All has to be exported/imported separately (opportunities, projects and so on), which breaks the links between them. Also, the export format is not always the most useful.
- Images linked to contacts/companies can't be exported/imported.
- Increased Sales
- Improved efficiency
- Centralized contact management
So far with Insightly, I have managed to follow all the projects and opportunities I needed, as well as to enrich it constantly with new entries.