Highly customizable CRM platform to provide Insight into your clients.
March 10, 2023
Highly customizable CRM platform to provide Insight into your clients.
Score 8 out of 10
Vetted Review
Verified User
Software Version
Professional
Overall Satisfaction with Insightly
Our organization uses Insightly as our centralized CRM for all business activities.
For us, we needed:
For us, we needed:
- A place for Sales to log their pitch calls and closes in one location.
- A way for marketing related email cadence to be sent out to prospective and active clients
- A centralized space for our Client Success team to see a client's journey and log client interactions
- A system to track individual coaching sessions and activities offered by our contractors
- A centralized location for payment dataA data reporting and dashboarding tool to give leadership insight into the functions of the business.
- Client Support
- Ability to customize the system
- Ease of setting up permissions for users
- Inclusive use of appconnect
- Being able to calculate certain business metrics such as LTV
- Ability to see record count as records are limited
- Lead Conversion
- Allowed full client lifecycle viewpoints
- Automation increased efficiency
As a CRM, Insightly serves our needs as a centralized place to store information about our clients. We have set up workflows within the system to assist with automating emails and certain pieces of information we frequently need.
We have not optimized many of the marketing and service options provided within Insightly as they are not included within our package.
We have not optimized many of the marketing and service options provided within Insightly as they are not included within our package.
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?
I wasn't involved with the implementation phase
Would you buy Insightly again?
Yes