The perfect CRM solution for your business development
April 16, 2018

The perfect CRM solution for your business development

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Free

Overall Satisfaction with Insightly

We use Insightly as a CRM system for our business development and sales activities. It enables us to keep track of prospects/contacts to build our database. Although we know it offers a lot more than we're currently using we still haven't had time to integrate it fully into our process but we plan to do it ASAP.

Pros

  • Perfect CRM system for any kind of industry with a logical user interface for filling in data
  • Multiple apps integration enables you to perfectly integrate into your process
  • Although we're just testing the automation part of the platform we're extremely excited about the possibilities in terms of cutting the repetitive activities of our business development and sales process, without risking the process failure

Cons

  • Nicer UX design
I hope it to be an all-fulfilling platform for my business development and selling process needs - which in simplified form presents following the customer from the phase of prospecting (researching and building leads database) process of converting (adding and using specific data for each prospect) and following up with the repurchase opportunities. Frankly, the limitations of the platform so far are only due to my failure of discovering the full capabilities of the platform.
Before Insigtly I've been using notes and Excel spreadsheets which obviously can't even begin to compare to the Insightly platform.
It's perfect for keeping track of detailed information about the prospects in the business development process enabling you to add valuable information about your future clients and keeping track of communication activities. I can add all sorts of data to the system and throw my numerous Excel spreadsheets in the bin.

Insightly Feature Ratings

7.5
Customer data management / contact management
Not Rated
Workflow management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
8
Interaction tracking
7
Customer Service & Support ()
Not Rated
8.0
Lead management
Not Rated
Email marketing
8
7.0
Task management
Not Rated
Reporting
7
9.0
Pipeline visualization
9
Customizable reports
Not Rated
Not Rated
Custom fields
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Social CRM ()
Not Rated
8.0
Marketing automation
8
Not Rated
Mobile access
Not Rated

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