Great tool for managing relationships
November 30, 2022
Great tool for managing relationships
Score 9 out of 10
Vetted Review
Verified User
Software Version
Professional
Overall Satisfaction with Insightly
We use insightly as a CRM and we have solved many issues with this product. Communicating with our teams and having different touchpoints of communication through various team members have been beneficial to create the company culture we are seeking. We have also solved the problem of seeing various communications for certain individuals in one consolidated place. It helps us to review various communications throughout the year to help us with year-end decisions. Helps us to maintain and schedule appropriate communications and touchpoints with our team and all of our team can see this in one place. A great tool for our team.
- Personalize to our needs
- Customer service support is amazing!
- One stop tool to collaborate and manage our communications with our team
- customize more
- ability to sort/filter better
- conversation starter
- many touchpoints with one customer
Improving relationships with our team with timely tasks that we can share among our team, so that it is perceived that our team is working well like an oiled machine.
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?
I wasn't involved with the implementation phase
Would you buy Insightly again?
Yes