Highly ordinated tool to classify data
January 03, 2023
Highly ordinated tool to classify data
Score 10 out of 10
Vetted Review
Verified User
Software Version
Other
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
We use for customer relationship management and opportunity management to serve the customers via a defined pipeline. Also, we found it so friendly to keep circulating the tasks within the organization for all the in-time solutions. The data is on-board with a complete history saved.
- Reports and charts are a quick-go to visulize the statistics.
- Built-in email feature is very handy. It allows the templates too.
- Bulk editing while using big data is the most useful addition to the tool.
- Admin access should be transferrable to some extent.
- Finance and Marketing features can be added as user friendly for big datas.
- On-screen record help the lead conversions
- Reports statistics result motivating the clients
- Task rotation - Assist saving the lead by tranferring the task to the senior management.
Putting the task on schedule and getting checked for the reminders received via email, never resulted in any task getting delayed.
This stayed the best for the clients to get a unified follow-ups and updates.
This stayed the best for the clients to get a unified follow-ups and updates.
1- Custom field options are more enhanced in insightly. 2- Integration with google drive and Gmail is in a clear listing. 3- Conversion of leads into the opportunity gets connected with the contact. It helps data stay in line in contrast to having scattered in other CRMs. 4- Adding comments in tasks can be summarized instead of adding notes with deals in other CRMs.
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?
Yes
Would you buy Insightly again?
Yes