Great Tool!
Updated July 12, 2022
Great Tool!
Score 10 out of 10
Vetted Review
Verified User
Software Version
Enterprise
Overall Satisfaction with Insightly
I use Insightly to manage our implementation pipeline. We have anywhere from 70-100 accounts in our pipeline at any given time. Insightly helps us stay organized and identify each account's onboarding stage. It also allows my team to meet its key performance indicators successfully. We're easily able to keep track of customer experiences and communication through the activity section of the project.
- Pipeline management
- Activity log
- Reporting
- Dashboards
- Search options
- Email integration
- Linking projects
- Insightly has positively impacted our implementation management. We are able to successfully complete implementation within our timeframe of 10 business days.
- Insightly allows my team to meet its key performance indicators successfully. We're easily able to keep track of customer experiences and communication through the activity section of the project.
- Insightly efficiently tracks opportunity stages allowing for easy visualization of how engaged a deal is.
Insightly impacts our internal workflow with pipeline management. We're able to easily visualize the status of each account in the implementation pipeline. Insightly Dashboards & Reports are used in my team's daily workflow. They are reference points to check the status of key accounts (projects). The reports can be sent by email which allows my team to stay on track with key metrics.
I was not involved in evaluating other CRM software.
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