Cost effective alternative to Salesforce
June 14, 2018
Cost effective alternative to Salesforce
Score 8 out of 10
Vetted Review
Verified User
Software Version
Free
Overall Satisfaction with Insightly
Insightly is being used in my organization as a Salesforce alternative. It has the right look and feel that the salespeople enjoy using when tracking their sales and is user-friendly enough to be able to create reports even when a person on the business side doesn't have a developer background.
- The user interface is incredible.
- Sales pipeline management makes it easy to see data at a glance.
- Email tracking.
- Workflow automation tools can get a little confusing but nothing major.
- Tracking organization hierarchies could be cleaner.
- Streamlined business processes
The ability to manage projects from within the CRM has helped streamline the business processes. As I mentioned before, the ability to create recurring tasks as well as schedule calendar appointments with my contacts has made my job much easier. A slightly less used feature for my company is integration with Office 365. It's there and it works well but it hasn't been adopted across the organization.
Salesforce will always be the crown jewel of CRM tools. The robust features and ability to integrate with other tools makes it difficult to challenge. But you get what you pay for and Salesforce is incredibly expensive. That's why my company likes using Insightly because of the cost impact to our business. It's not nearly as pricey and we end up using most of the features available.