Of the best CRM software in the market, excellent.
November 19, 2018

Of the best CRM software in the market, excellent.

Andres Rojas Coello | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Insightly

This program is really amazing, both in theory and practice is one of the best CRM in the market. The customer support is the best there is, and the contact management software is very broad and gives us the tools we need to keep track of our possible clients. Every time Insightly improves its tools and becomes increasingly easy to use.
  • It has an excellent sales process and an incredible marketing facility with customers.
  • The price is affordable enough for small companies to get the program.
  • It accommodates in the best way the growth curve of my small business.
  • There are many videos for new customers who are entering the software to have the ability and speed to catch up and not be left behind.
  • Sometimes it is not visually beautiful, it still needs to improve its appearance.
  • The free version does not provide all the tools or features that a paid version offers, so it is almost mandatory to buy the membership.
  • Increased Sales
If we have achieved these objectives in the last quarter, our efficiency has increased 75% and during the last planning meeting all our clients left happy with our work.
The design is better and always faster.
This CRM is suitable for all sales processes of our company, we have been characterized by obtaining a growth curve broad enough to obtain our monthly objectives, it also has a great marketing facility which makes our potential customers feel more confident. With our work, the use of this program in all areas is quite appropriate.

Insightly Feature Ratings

Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
10
Lead management
10
Email marketing
10
Task management
10
Reporting
10
Pipeline visualization
10
Customizable reports
10
Custom fields
10
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
10
Marketing automation
10
Mobile access
10