Good application for small companies with lots and lots of leads.
November 26, 2023
Good application for small companies with lots and lots of leads.
Score 7 out of 10
Vetted Review
Verified User
Software Version
Professional
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
Used as a CRM in the company. Good choice for a small company starting out, as it is relatively easy to change and add fields, workflows, and data.
- CRM
- Lead management.
- Opportunity Management
- Project Management
- Task delegation
- Lead Conversion
- Territory management
Our company uses it for lead and opportunity management while integrating it with our marketing platforms.
Not quite as capable as SalesForce, but much better suited for smaller companies, since SF cannot quite compete at the same price level.
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