Cheap, complete, easy to set up and scalable with your business
April 04, 2018
Cheap, complete, easy to set up and scalable with your business
Score 9 out of 10
Vetted Review
Verified User
Software Version
Free
Overall Satisfaction with Insightly
We use Insightly throughout all the lifecycle of our customers, from lead generation to following up business opportunities and managing renewals/upgrade of contracts.
Pros
- Very good and complete free plan for startups, this allows small teams to adopt a professional solution since the early stages of the company
- Easy integration with web forms to collect leads with useful links to the social profiles for a first level screening and filtering of the prospects
- Easy to set up different pipelines with custom sales stages and to automate custom "activity sets" to generate tasks and follow up automation with just one click
Cons
- The design has always been minimal, not especially modern or attractive, still, I find it to be very functional and very "google inspired". All in all, it's a platform for professionals, it does not need to be especially sexy and fresh, the priority is usability.
- Few minor bugs, but we are on a free plan, so we cannot even complain much
- Streamlined business processes
Insightly helps our team to fulfill all the basic tasks of lead generation and follow up of our business opportunities
Insightly is the winner because has a powerful entry level free version with not major limitations, it's easy to set up, intuitive and functional, with enough customizations and not too much boring/complicated sections.
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