Insightly Review
September 23, 2024
Insightly Review
Score 7 out of 10
Vetted Review
Verified User
Software Version
Professional
Overall Satisfaction with Insightly
We use Insightly to monitor our pipeline for future business and assign leads. Dashboards and reports are created through Insightly to monitor these. KPIs for sales reps are also tracked through dashboards. We also send marketing emails through Insightly to our prospects.
We also monitor activity from new sales reps by tracking tasks, notes, and emails.
Finally, we monitor the ROI on our trade shows and marketing campaigns.
We also monitor activity from new sales reps by tracking tasks, notes, and emails.
Finally, we monitor the ROI on our trade shows and marketing campaigns.
Pros
- Dashboard Creation
- Pipeline Management
- Reporting
- Page and object set up
Cons
- Finding duplicate entries
- Administrator Permissions
- Marketing email template design
- Lead Conversion
- Pipeline tracking
- Email open rates
With Insightly we are able to send out a series on marketing emails to our prospective customers then track our open rates and interactions.
After the marketing emails we send out leads and track our conversion rates.
Finally, we can track our wins from our marketing campaign by tracking our opportunities.
After the marketing emails we send out leads and track our conversion rates.
Finally, we can track our wins from our marketing campaign by tracking our opportunities.
Do you think Insightly delivers good value for the price?
Not sure
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
Comments
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