Insightly, a great CRM for a good price
March 01, 2023
Insightly, a great CRM for a good price
Score 8 out of 10
Vetted Review
Verified User
Software Version
Professional
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
We use insightly for database reasonings, we also track leads, sales, revenue, opportunities, marketing, commissioning, and projects. Scheduling tasks, reminders, calendars, and self-automation emails. After years of lead intake, Insightly makes it easy to have all your clients in one place with many options that assist in streamlining the process
- Database
- Tasks
- Self-automation
- Tags
- Tracking sale stages
- Accounting/Revenue
- General Bugs
- Reminders
- Cross-Functionality
- More user friendly
- Tracking revenue well
- Reports allow us to see what we made or what we lost, allowing us to adjust if needed.
Using Insightly we have streamlined our process from contact, lead, opportunity, and projects. Seeing major differences between each year allows us to point to certain scenarios/situations that have allowed to us adjust moving forward.
Insightly works well with databases where we can have multiple invoices etc.
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