Great software, more features, lower price
June 08, 2021
Great software, more features, lower price

Score 9 out of 10
Vetted Review
Verified User
Software Version
Professional
Overall Satisfaction with Insightly
We, the entire team of AML/KYC use Insightly as our CRM and needless to say, it seems to be a gem of a software to use amongst the team members. The contacts, leads, and tasks are all available to be used; however, we use the contacts module only as the leads module is used by another team at my organisation.
- Contact Management
- Stages of Leads
- Marketing Automation
- Email Management
- Lead routing
- Workflow automation
- Better time management
- Email management as mentioned earlier
- Intercom
Insightly is cheaper compared to Intercom and catered to our needs as much as we wanted, hence we chose Insightly. They do offer the usual CRM things we needed, on top of which they also support workflow automation, email management as well as marketing tool. So no sense in choosing another expensive software compared to this one.
Do you think Insightly delivers good value for the price?
Yes
Are you happy with Insightly's feature set?
Yes
Did Insightly live up to sales and marketing promises?
Yes
Did implementation of Insightly go as expected?
Yes
Would you buy Insightly again?
Yes