Good and Cheap CRM
January 28, 2019

Good and Cheap CRM

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

Software Version

Free

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

In our organization, this software program is resolving to optimize the agenda of our clients and allies that our agency manages. As a user, my main aim is to keep each client satisfied, what Insightly with its CRM framework enables me to do effectively and a little organization that advances great development is the thing that everybody is searching for. It enables me to take notes effortlessly and therefore not miss anything. Also, there are some other features for which it is used in our business:

Managing projects, opportunities, and lead. It enables me with all of this added functionality.
  • I think that it's simple monitoring every one of the 'activities' and errands e.g. messages, calls, recommendations, connecting those to errands and making openings.
  • It is valuable to have this connected to singular contacts with the prospect/customer. It's extremely instinctive and simple to utilize, notwithstanding when you don't have much time to spend on business improvement. Not certain what else as I'm not utilizing it regularly.
  • It is much cheaper than Salesforce and better than it.
  • The web browser app interface is great, looks pleasant and is really responsive (quick).
  • The navigation is tricky and cumbersome. It takes too many clicks to get to my projects. They could have made it more simpler and quicker by giving quick tabs or an option of favorites or something.
  • It is $99 / user, per month (billed annually) for the enterprise so if you are a startup, you probably can't afford it.
  • Improved efficiency
Like I mentioned earlier, We can hold customer information in one spot for everybody to utilize, it spares us time and enhances correspondence inside our group. Insightly gives a simple reference to staff - a significant number of our contacts give minimal more than their name and a telephone number or email; labeling enables us to enter a lot of valuable, accessible data. We are thinking about actualizing mailing records, so the highlights there are something we are investigating and satisfied to have as an alternative.
It's cheaper than Salesforce CRM. Much better and quick. My business has begun to expand and I can see that it quickens up the processes. It's worth experimenting with just to check whether its a fit with your organization, as the cost is kind of reasonable. Its the cheapest in the market so you can't blame it.
Extraordinary for sales group and sales teams. Easy to utilize and is exceptionally savvy particularly for bigger groups simply beginning or workplaces intending to scale rapidly. We can hold customer information in one spot for everybody to utilize, it spares us time and enhances correspondence inside our group. We're ready to explicitly target customers for existing and new deals. This program is helping us profit and monitor all the work we do.

Insightly Feature Ratings

Customer data management / contact management
7
Workflow management
8
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
6
Interaction tracking
7
Lead management
6
Email marketing
7
Task management
8
Reporting
8
Pipeline visualization
8
Customizable reports
9
Custom fields
7
API for custom integration
8
Role-based user permissions
6
Single sign-on capability
7
Marketing automation
7
Mobile access
8