Insightly: The Only CRM You'll Need
October 31, 2022
Insightly: The Only CRM You'll Need
Score 8 out of 10
Vetted Review
Verified User
Software Version
Enterprise
Modules Used
- Insightly Web
Overall Satisfaction with Insightly
Insightly is a perfectly sufficient CRM to keep any sized business organized. I've been using it for the past year, and there's no website I've come to navigate faster. Customers don't always have the information I'm looking for to find their account, but Insightly's intuitive search system has made it easy to reverse search any information found on the account. I'd recommend this CRM to anyone.
- Reverse information search to find customer accounts.
- Quick and efficient data upload/download.
- Getting edit updates on specific accounts to my personal email can be achieved at the touch of a button. This helps avoid escalations.
- Direct account search will sometimes bring up unassociated accounts.
- User interface could be more customizable.
- Editing accounts requires a few seconds of waiting that can cause frustration when handling a large number of accounts.
- Decrease in project completion timeline.
- Quicker updates for customers.
- Increase in total projects.
Inisghtly's quick update's to my personal business email have surely saved us a deal or two. Nothing has optimized my workflow more than the customer care/tasks feature. Customers hate when the person reviewing their account information has no idea what's going on. My team can leave important notes on any account and always check those notes before giving out information.
Insightly is the first CRM I've used, and I couldn't be more pleased.
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