My CRM Choice
April 27, 2018
My CRM Choice
Score 9 out of 10
Vetted Review
Verified User
Software Version
Basic
Modules Used
- Insightly iOS / Android Mobile App
- Online
Overall Satisfaction with Insightly
I am currently using Insightly for Task and Project management. I'm in the process of creating a CSV spreadsheet of all our customers over many years and will be importing this into Insightly to allow us to stay in touch with our customers and promote our business for referrals.
- Very easy to learn and work with.
- Maintains very detailed information that is useful in working with projects.
- Links to Quickbooks which is very important to us.
- Haven't really found any weak areas yet.
- Streamlined business processes
We are still getting used to the product and how we can best use it for our company. We can easily see where it will be beneficial.
Insightly is the most complete all-in-one program we have found.