Item: Insightly Marketing
Rating: 7
Author: Verified User

Use Cases and Deployment Scope

We use Insightly to manage all the client information, relationship, and track proposal phases. We use it mostly in the client representative and project management team. It helps us to manage our proposals.

Pros and Cons

Custom workflows
Easy to search and find
Good interface

Sometimes have to group things manually.
Should have some auto sync option.

Return on Investment

Clean and clear proposal management
Improved the efficiency
Give BD team directions

Alternatives Considered

Easy Projects

Easy to check the phases and notes while EP is more for the project [management].

Key Insights

Do you think Insightly Marketing delivers good value for the price?

Yes

Are you happy with Insightly Marketing's feature set?

Yes

Did Insightly Marketing live up to sales and marketing promises?

Yes

Did implementation of Insightly Marketing go as expected?

Yes

Would you buy Insightly Marketing again?

Yes

Other Software Used

Easy Projects, Trello, Airtable

Likelihood to Recommend

It is very nice to check the phases of the project proposal and can give us an idea of which project is the priority and what client is the most valuable. Give BD team a direction to talk to the client with the potential client. It is less appropriate when it comes to project management [to include] tracking times.

Make your client relationship and proposal management easier

Overall Satisfaction with Insightly Marketing