Insightly - Superb platform!
July 28, 2022
Insightly - Superb platform!
Score 10 out of 10
Vetted Review
Verified User
Software Version
Basic
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
Insightly enables us to manage enquiries, store relevant data, and enables quick access to the information we need to manage our client accounts. It allows alerts for renewal periods and the ability to attach email correspondence means we can keep all the information together in one safe directory. There are 4 staff that use Insightly on a daily basis.
- Organise contact dates
- Store information
- Ability to attach files
- Fascia could do with modernising somewhat
- Tone down the colour scheme
- Massively improves time management
- Enables ease of conversion tracking
- Collates data quickly and effectively
One key part of our business is customer service and organised contact with our clients. Insightly allows calendar entries to ensure alerts arrive when we need to make calls/emails and support our client base as efficiently as possible. We have also built a portfolio of potential business clients that aren't ready just yet, but need to be contacted in the future.
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?
I wasn't involved with the selection/purchase process
Did implementation of Insightly go as expected?
Yes
Would you buy Insightly again?
Yes