Insightly good all rounder
December 07, 2022
Insightly good all rounder
Score 8 out of 10
Vetted Review
Verified User
Software Version
Professional
Overall Satisfaction with Insightly
We use Insightly as a CRM, it is user friendly and easy to adjust to the business needs. Full flexibility in the way the user interacts with the system and complete control over the interface. Make for a very easy system to use. Very much worth using if you are on the fence.
- Full customisation
- Simple layout
- Ease of use
- Straightforward
- Can be confusing at first.
- Extra options
- Interoperability with sourcing systems
- Easy to track pipeline
- Easy to track completed
- Great dashbord
As mentioned in a previous response the system is great for the safe storage and use of customer information from initial enquiry straight through to full use and application. Complete confidence in the safe storage of data, both confidential and not. Workflow is clear, concise and accountable to each member of staff.
Insightly is making more streamlined and straight forward. It is user friendly, secure and give managers accountability over their staff. As well as this it is easy to keep track of cases and managing from start to finish a case. Over all insightly is very much recommended over its competitors without a doubt.
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