What are the best aspects of this product?
Insightly is a CRM tool that can be integrated with several social media platforms. It is a reliable solution for customer engagement, project management, and data storage. I highly value my relationship with my clients and this tool helped me gain insights on how to serve them better.
What aspects are problematic or could work better?
It took some time for me to be fully acquainted with all of Insightly’s features. I have had a very good experience using it so far, but I would like it better if I can use it to send HTML emails.
What specific problems in your company were solved by this product?
This CRM tool is cost-friendly and is perfect for medium-sized businesses. It has helped me create quotes more efficiently. It is also easily accessible from a mobile device. Overall, I could say that I am extremely satisfied with Insightly.
Are you a current user of this product?
No
What is your company size?
N/A
What is your industry?
Hospital & Health Care
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