A powerfull CRM tool that is all you need.
December 08, 2022
A powerfull CRM tool that is all you need.
Score 9 out of 10
Vetted Review
Verified User
Software Version
Enterprise
Modules Used
- Microsoft Windows
- Mac
- Google Suite
Overall Satisfaction with Insightly
Insightly keeps track of the most pertinent lead data, including a detailed activity schedule of emails, calls, meetings, and tasks as well as the source of a marketing campaign. Real-time lead routing that is automated will allow sales representatives to follow up on leads while they are still warm. To email only one lead or contact, choose Email This Lead or Email This Contact from the Actions menu when you are viewing a lead or contact. Send emails to up to 50 leads or contacts at once by selecting them from the Leads or Contacts objects and clicking the Send Email button.
- We are using Insightly on our task management
- Lead management
- sales management
- sometimes Insightly is very tricky when it comes to tracking of leads
- a lot of things to check before getting the right and exact leads, sometimes confusing
- This software helps to classify the leads and preserve the contact information on file for future usage, which is a significant aid for the process of keeping the lead contact information.
- A software that promotes a call-to-action and asks for valuable contact information from visitors in exchange—such as their email address, phone number, mailing address, or demographic information like age and gender.
- It improves Sugarwish ROI by increasing sales and profit margins.
Although it has many wonderful features, some of the user information could be more rational and intuitive.
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