It's just EASY!
August 09, 2022
It's just EASY!
Score 10 out of 10
Vetted Review
Verified User
Software Version
Plus
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
We use all the features in CRM, Contacts, Org, Leads, Oppty, and Projects. We are doing marketing, sales, and operations from Insightly. We need to keep in contact with our leads and follow up on our pipeline.
- Easy use of CRM.
- Easy to configure/modify.
- Easy to report.
- A little confusing between "System Settings" and User Settings.
- Help could be a little better. It was tough to solve the email connection issue.
- Is there a feature to scan a business card and it automatically loads in contacts?
- I used Salesforce when I was with a global company, and I think for the price, Insightly is fantastic!
- It has made an immediate impact in allowing us to collaborate and know where our contacts, leads, and opportunities live.
We are trying to get better at using it for more workflow.
It is the easiest! Best UX.
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