Insightly packs a punch with budget in mind
March 13, 2023
Insightly packs a punch with budget in mind
Score 9 out of 10
Vetted Review
Verified User
Software Version
Enterprise
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
We use this to manage every stage of the solar installation process, from sales, to design, to permitting, to installation, and finally activation. It allows us to have object oriented records for each project stage, all liked back to the original customer record. It is effective and I actually prefer this over sales force classic.
- Ticketing
- Record keeping
- Value change tracking
- Artificial intelligence
- Calling integrations
- Webchat integrations
- Has scaled well with the company growth
- Custom text automations have been huge
- Tracking field changes drives accountability
The workflow automations are excellent here, this integrates well with design and communications tools that our vital in our business. There has been very limited downtime over the course of the year using this software, and we have automated all of our customer communications for 1000s of monthly customers. It is a powerful tool that comes highly recommended.
Insightly can stand on the same line with these other powerful crms. I selected insightly because they are a great value CRM with all the features from the big competition in terms of customisation. They are a powerful software that keeps up with the Joneses but does it at a lower price point.
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