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User review of Insightly

Fantastic CRM tool with many beneficial features

- by Martha

USER SATISFACTION

RECOMMENDATION
7 out of 7
Definitely
COST EFFICENCY
7out of 7
Superb
OVERALL IMPRESSION
5out of 5
amazing
EASE OF USE
5out of 5
amazing
CUSTOMER SUPPORT
5out of 5
amazing

PROS & CONS

What are the best aspects of this product?

Insightly is a really amazing software that provides us with contact integration, side bar extension and integration with Gmail. We are able to create tasks, projects, activity sets, we can even manage our client’s relationships and we can develop systematic courses of action so we can attract new clients. Great CRM tool that helps in every management department. We are able to keep track of our client relationship via Leads to Opportunities and Customer tools.

What aspects are problematic or could work better?

In my opinion, they need to improve their integration with Outlook and to increase the functionality in Gmail side bar.

What specific problems in your company were solved by this product?

We are using it to manage our existing client relationship, to perform tasks and to maintain a consistent and accurate contact list. Our sales team use this app to track leads and opportunities.

Are you a current user of this product?

Yes

USER DETAILS

What is your role with this product?

  • I manage other people who use it

How long have you been using this product?

Less than 1 year

COMPANY DETAILS

What is your company size?

1-10 Employees

What is your industry?

Accounting

USAGE & IMPLEMENTATION

How many people in your company actively use this product?

just me

PRICING & COSTS

How long is your contract with the vendor?

1 year

FEATURE DETAILS

No information provided by the reviewer.