CRM Insights Reviews 8

Mike and Charlie where fantastic! After searching for a suitable easy to use CRM system for a long time they where really understanding and great to work with.

Charlie and Mike ensured our onboarding process was smooth and had minimal impact on our operations.
Mike was very patient and understanding of our reluctance to try another CRM after our last one didn't work out as planned. He took the extra time to fully reassure us that the CRM was the right fit for us, and we don't disagree.
Charlie has supported us through the process and is always there to answer our queries in a timely manner and offer his valued advice and experience.

A 9-year strategic partnership with Made in Britain that grows every year and adds more reciprocal value every time we sit down to think about 'what's next?'

Helped take MiB from 1K up to 2K members, we've now got our sights on 3,4 and 5K. And the team are all extremely easy (and nice) to spend time with.

The team made our implementation both, easy and a custom fit to what we need and how we do things.
We now have a CRM which matches our needs, is intuitive and has been welcomed by the team (which means that they will use it!).

I found CRM Insights to be very professional, knowledgeable and helpful through out the whole implementation process. I would definitely recommend them as a company to work with when looking for a CRM system.

We spoke Mandy regarding how our businesses could align with their CRM services, as we're an ERP provider.

Was clear throughout the call how much experience Mandy and her colleagues had with CRM implementations

Hoping we'll get the opportunity to work together

I have been really pleased with the service provided by CRM Insights. From my first call with them they have provided excellent advice as to which CRM system would be most suitable for the business. They have worked closely with me to customise Workbooks to ensure it was suitable for the needs of the business and have been very quick to respond with any additional advice and support. I wouldn't hesitate to recommend them to any business who needs support in developing a new CRM system.

I have had the pleasure of collaborating with CRM Insights as a partner for our sales and marketing clients at Daniel & Joseph, and I must say that their product and services have been exceptional. As a trusted advisor to businesses, it is crucial for us to have a reliable CRM partner that understands our clients' needs and provides a fully customisable solution. CRM Insights has surpassed our expectations in every aspect.

First and foremost, their product is of the highest quality. It offers a comprehensive range of features tailored specifically for sales and marketing purposes. From lead management and contact tracking to pipeline analysis and campaign automation, CRM Insights covers all the essential aspects required for effective customer relationship management. The platform provides an intuitive interface that is easy to navigate, ensuring a seamless user experience for our clients.

What truly distinguishes CRM Insights is its level of customisation. The platform allows us to tailor the CRM solution to match our clients' unique business processes and requirements. This flexibility has been instrumental in streamlining our clients' sales and marketing workflows, maximising efficiency, and ultimately boosting their revenue. The ability to customise fields, workflows, and reports has empowered us to create a CRM system that truly aligns with our clients' specific goals and objectives.

Furthermore, the support and guidance provided by CRM Insights have been outstanding. Their team of experts is highly knowledgeable and responsive, always ready to assist us with any queries or concerns. Whether it's initial onboarding, training sessions, or ongoing technical support, CRM Insights has consistently delivered prompt and reliable assistance, ensuring a smooth partnership experience.