Insightly is Great for Small Businesses!
March 10, 2023
Insightly is Great for Small Businesses!
Score 10 out of 10
Vetted Review
Verified User
Software Version
Basic
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
We use Insightly to track users in our CRM as well as use it to evaluate and see the entirety of our sales pipeline from leads to acquisitions. Insightly is useful for being able to see exactly where you are in your sales cycle as well as track income earned.
- CRM
- Sales Pipeline
- Growth Targeting
- Projections
- Insightly doesn’t have the customization that other platforms have for building your own boards.
- The view is sometimes difficult to navigate to understand what you are looking at.
- Lead conversion has been up because of tracking and data analysis due to Insightly.
- We have been able to improve our products and services due to the Insightly tool by gathering customer feedback.
- Our deal sizes have grown since implementing Insightly because we are able to see the full sales cycle.
Workflows have simply become part of our organization since beginning the use of Insightly four years ago. We are able to streamline our work and really see the benefits of implementing this system by utilizing a variety of Insightly tools and streamlining our workforce. The tool has improved our relationships with customers and partners because we are able to track details about everyone and make sure we nurture those relationships.
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