Best CRM for small business - Insightly!
September 25, 2024

Best CRM for small business - Insightly!

Mary Beth Stevens | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Professional

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

Insightly is integral to our business. The sales team uses it to identify prospects, keep track of current customers, and process orders. The production team uses it to keep track of projects. The financial team uses it to identify which products are profitable and what marketing strategies are working. The best part of Insightly is that it is flexible and can be customized to exactly what is needed for each part of your team.

Pros

  • The reports are robust and easy to build. I can also schedule and email them.
  • The search bar is powerful and quickly finds the information that is needed.
  • The automations are easy to build and help to reduce work.
  • The software is flexible and can be easily customized for each user.

Cons

  • Automations can be affected by updates.
  • No ability to link the information on the related tab to the details tab on the projects.
  • We have grown by 10-15% each year.
  • We have identified which emails and marketing outreach have a higher conversion rate.
  • Easily track customer orders and automate follow-up outreach with our customers. Our reorders have increased by 15%.
We have been able to create customized objects when needed, which has improved our efficiency. Also, being able to create customized project views for each user if needed has increased the use by our employees.
Our sales team has increased its outreach by 30% using the Insightly marketing platform. The marketing journeys help to keep the sales process on track.
Insightly is much easier to use and better for a small business.

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

Insightly is perfect for keeping all the information needed in a central place for everyone in the company to access when needed. We use it to keep track of all our customer outreach, order processing, and marketing outreach. Our product development team uses the project pipeline. It is not quite as helpful for financial reporting to the executive team.

Insightly Feature Ratings

10.0
Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
10
Interaction tracking
10
Customer Service & Support ()
Not Rated
10.0
Lead management
10
Email marketing
10
10.0
Task management
10
Reporting
10
10.0
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
API for custom integration
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
10
Social CRM ()
Not Rated
Not Rated
Marketing automation
Not Rated
10.0
Mobile access
10

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