Great CRM Option
December 01, 2022
Great CRM Option
Score 8 out of 10
Vetted Review
Verified User
Software Version
Enterprise
Overall Satisfaction with Insightly
We use Insightly as our CRM to manage contact information for our partners, external vendors, and prospects. Insightly allows us to organize as much or as little data as we need for each group with the ability to modify, run reports, and visualize the data as needed. Its integration with Outlook allows us to track every email that goes out, making it easy to preserve account history with each partner.
- Customization
- Support
- Linking Reports and Dashboards
- Ability to Customize Menu
- Simplicity in managing contact data
With Insightly, we have been able to better track customer touchpoints and run reports on that data. Because of this, we have a better high-level picture of what is happening with each partner in a few clicks. This has allowed our relationship management process to run smoothly and connected some of the dots between our individual departments.
Ultimately, I selected Insightly due to its ease of use and customizable platform. While very similar to Salesforce, I found the process to be a bit more streamlined when it comes to adding custom objects and fields. Insightly's layouts were simple and could be easily adopted by the non-tech-savvy members of my team, which was a big selling point for me.
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