An Affordable and Highly Customizable CRM Solution
March 01, 2023
An Affordable and Highly Customizable CRM Solution
Score 9 out of 10
Vetted Review
Verified User
Software Version
Enterprise
Modules Used
- AppConnect
- Insightly Marketing
Overall Satisfaction with Insightly
We use Insightly for managing Contact information, Organization information, working Opportunities, completing Projects, creating Quotes, sending Invoices via their QBO integration, sending documents via their PandaDoc integration, and automating processes via their Workato integration. There isn't a division within our company that doesn't use Insightly in some form or fashion. It is a very flexible CRM that can do just about anything. We even manage products within it.
- Automation
- End-User Page Layout
- Administrator Features
- Project Management
- Instant Notifications within the app
- More detailed record edit logging
- I'm not privy to conversations like this.
- I'm a software administrator
- Numbers reporting is not something I do.
Insightly has allowed our Sales teams to focus less on what they should be filling out and more on what they should be doing. Now they don't have to wonder what data they need to be recording from their calls, since we now require fields that are needed, and instead they can focus on calling more prospects.
I've not dealt with other CRM softwares.
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