Insightly
September 17, 2024
Insightly
Score 1 out of 10
Vetted Review
Verified User
Software Version
Professional
Overall Satisfaction with Insightly
We use as a CRM, handles accessing contact details, and our interactions with clients.
Pros
- It provides the basics of CRM system
Cons
- Past Activities are hard to review for a client. There is no search function if you are looking for a particular item. It is hard to see the history to search. Emails must be clicked on.
- Attaching emails does not always work
- The details page in difficult to navigate when you have many custom fields.
- It is very important that we have an accurate history of a client. Accessing that information is made very difficult by the functionality of Insightly
It is relatively easy to create marketing lists.
- xPlan and monday.com
I find them superior for what they do.
Insightly does a better job on managing marketing lists
Insightly does a better job on managing marketing lists
Do you think Insightly delivers good value for the price?
Not sure
Are you happy with Insightly's feature set?
No
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?
Yes
Would you buy Insightly again?
No
Comments
Please log in to join the conversation