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Affordable CRM with features you will use
August 28, 2023

Affordable CRM with features you will use

Jennifer Walkowiak | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Professional

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

We use Insightly to market to & manage and our sales relationships, analyze the pipeline and maintain renewals.
  • Set up/on boarding
  • Needed features & benefits
  • Affordable
  • Lack of sophistication in email templates
  • Better lead management
  • Data analysis
  • Task management
Easy to implement & train users
This statement completely explains what Insightly has done for our organization
Has all the features a business needs like ease of use, robust reporting & customizations without the high cost that comes other well known CRMs

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

At a previous company, I implemented a well known CRM that had all the bells & whistles and a huge costs. While impressed, I soon realized We would never need everything and it was a complete oversell. However when looking for a CRM this time I was so impressed that Insightly had exactly what we needed at an affordable cost.

Insightly Feature Ratings

8.3
Customer data management / contact management
9
Workflow management
8
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
Not Rated
Interaction tracking
8
Customer Service & Support ()
Not Rated
8.0
Lead management
9
Email marketing
7
8.5
Task management
9
Reporting
8
7.0
Pipeline visualization
7
Customizable reports
7
7.7
Custom fields
8
Custom objects
7
API for custom integration
8
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Social CRM ()
Not Rated
Not Rated
Marketing automation
Not Rated
9.0
Mobile access
9