User friendly, great diversity and good overall value for money.
November 15, 2023
User friendly, great diversity and good overall value for money.
Score 8 out of 10
Vetted Review
Verified User
Software Version
Professional
Modules Used
- Insightly iOS / Android Mobile App
- PC
Overall Satisfaction with Insightly
We use it to assist in our sales process, from initial leads to opportunities, and then once the deal is closed, it helps with follow-up and project tracking.
- Task management.
- Lead management.
- Opportunity pipelines.
- Customer equipment.
- Dashboard drill down.
- Integration with other software.
- Lead conversion.
- Deal follow up.
- Improved product delivery.
It has helped immensely. We are still working on the marketing side and hope to expand to include that option.
Much smaller job to set up initially, simpler to use.
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?
I wasn't involved with the implementation phase
Would you buy Insightly again?
Yes