Insightly - great CRM platform for small businesses
April 05, 2018
Insightly - great CRM platform for small businesses
Score 9 out of 10
Vetted Review
Verified User
Software Version
Basic
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
Insightly is a cost effective platform for tracking client and prospect communications and opportunities.
- Managing activities / tasks
- Integrating with gmail
- Tracking call histories
- Can duplicate contacts where email addresses have been assigned to previous contacts
- Activities can be difficult to reschedule in bulk
- Mobile app could be improved
- Increased Sales
- Centralized contact management
Yes - Insightly has been a great management tool for coordinating a broad range of contact relationships.
- sage act
I used an old version of Act which didn’t offer cloud access so of the two Insightly has been better. That said, newer versions of Act offer this