Insights on Insightly with THE RED PEN
December 18, 2019
Insights on Insightly with THE RED PEN
Score 8 out of 10
Vetted Review
Verified User
Software Version
Professional
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
Insightly was used across all departments as a part of their sales and after-sales processes. It helped us collect and manage our data across all services. We integrated the portal to our web page, to pull in potential client data, we arranged the data on the system manually as per category of the business and then forwarded to the specific team for carry out the sales function. We managed the process via pipelines and reports feature on the portal.
We also used Insightly to filter data for our marketing campaigns, and integrated it with external systems, like Mailchimp.
Being a SME, it helped our business a lot to organise our data and streamline operations.
We also used Insightly to filter data for our marketing campaigns, and integrated it with external systems, like Mailchimp.
Being a SME, it helped our business a lot to organise our data and streamline operations.
- Notifications and reminders - it helps us to be on top of things.
- Insightly phone application - very useful, user-friendly and efficient.
- Mass emails - it restricts the number of emails on one go.
- Look and feel - can be more organised.
- Fast-tracked/streamlined processes.
- Data management and organisation.
- Freshsales and Zoho CRM
- Better data security
- Capacity to handle and manage large/huge data
- Tagging structure to categorize the data
- Quick and easy tired party integrations
- Insightly phone application (it syncs contacts to your phone directly and makes the access easy)
- Better customer support from the account manager