Everything you need to speed up your CRM
October 29, 2019
Everything you need to speed up your CRM
Score 8 out of 10
Vetted Review
Verified User
Software Version
Basic
Overall Satisfaction with Insightly
Insightly is used for its Microsoft Office and G-suite integrations, aiding project management by tracking emails and addresses, as well as other CRM tools.
- Out of the box integrations to major communication/office tools.
- Inbuilt reporting tools are very useful for viewing data at a glance.
- Low cost is very useful for start-ups and medium businesses.
- Its target audience seems to be smaller businesses, despite the tools available being applicable for larger industries too.
- Different account levels do not filter down as much as other tools, allowing for some users to access more/less than intended.
- Some free tools offer the same functionality, despite them losing some professional aesthetic.
- Cross-platform integration with Microsoft and G-suite has saved a lot of time.
- Easy reporting tools save much more time than creating them yourself.
- Client information is incredibly easy to access rather than shuffling through custom GDPR databases.