The best CRM I ever had
November 10, 2021
The best CRM I ever had
Score 10 out of 10
Vetted Review
Verified User
Software Version
Enterprise
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
We use Insightly CRM to keep track of our client contacts including public agencies and partners. Every pursuit that we follow has a corresponding opportunity record in CRM, marketing, business development, and project management staff are linked to those opportunities and follow related activities including follow-up emails and phone calls, proposal preparation, and keeping track of delaines and win/loss results.
- Easy to navigate
- Easy to search
- Easy customizable reporting
- Mobile app
- Improvement on Dashboards
- Add time entry module for professional services firms
- Add billing module
- Tracking opportunities and responsible marketing coordinators and BD sponsors
- All contacts in one place
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