Simple, agile and useful!
December 02, 2022
Simple, agile and useful!
Score 8 out of 10
Vetted Review
Verified User
Software Version
Plus
Modules Used
- desktop use
Overall Satisfaction with Insightly
We use the CRM for 3 years now and the main use is to administrate every candidate that makes a consultation at school, it is very useful to organize every consult and separate between the different pipelines according the school year they are interested in. Before Insightly it was everything a mess, now we can make reports, follow each candidate stage and use the list of contacts for mailing and promotion
- reports
- layout
- pipeline view
- dashboard view
- opportunity layout
- contact information
- now we have more candidates each year!
- it allows the whole team to work with the same information
- we have accurate reports and numbers of our company
as from the moment we started using Insightly up to now, we were able to organize our workflow, to divide tasks between the team members and to manage all the same information and updated course of each candidate. It centralize everything in one place and every new member who enters our team has everything inside the CRM. It is simple, agile and the reports are super easy to analyze
i selected Insightly because it integrates everything in one place, with other platforms you need to have different things to manage your company. Here you have email marketing, data base and lots of functions to work with your sales products or services. if you are starting your business i highly recommend to try out Insightly!!
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