Insightly is the next generation CRM
December 07, 2019
Insightly is the next generation CRM
Score 8 out of 10
Vetted Review
Verified User
Software Version
Enterprise
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
It is currently being used by one department as part of a proof of value. It is supposed to address issues around customer interactions and simplify our data consumption and distribution.
- Lead management.
- Ease of use -- it's intuitive.
- Workflow management.
- More standard reporting.
- Data retrieval can be slow depending on the request.
- No FedRamp.
- During POV, we quickly realized we can offer cost take outs by switching CRMs.
- Business efficiencies were gained by simplifying the data entry and retrieval
- Better lead tracking allowed for time savings.
Insightly was a cheaper solution and had easier adoption of the end users. Ease of use and desire to use the product provided a positive user expereince which in turn encouraged useage.