Accelo vs Insightly

• Timing Client Work: You are able to better manage your time on your clients.
• Housing Client Info in one Area: You can view all you need for any given client in one area.

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• Insightly competes extremely well cost-wise with almost all other CRMs with similar capabilities that are out there.
• The customer service portal contains a lot of helpful information that is fairly easy to search and navigate. When at a loss, contacting a real person for help via email is easy.
• The contact and organization records are easy to search and download. Duplicates are fairly easy to merge.

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• Cumbersome processes - feels like tasks take longer than they should.
• We gave up on the Projects module, it was rather unintuitive. Switched to JIRA, which integrates with the Support module of Accelo.
• Each email address requires a new contact. If one person uses multiple email addresses to contact you, that info will have to be spread across multiple contacts.

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• Would be great if you could integrate with your select email marketing platform, or if Insightly provided email marketing tools similar to mainstream platforms.
• I am a Microsoft product user and would like better integration with those products.
• Would be nice to have templates for different business types.

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• Helps with tracking prospects through the sales/marketing funnel
• Has led some employees to stop using the tool and going back to spreadsheets. When trying to attach targets to tags you need to do so individually and if you upload a large list you need to do this manually, one by one, and requires a lot of time. So people have gone back to spreadsheets where they could simply just cut and paste new people in.

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• The most important effect that Insightly has had on our company is the unified organization of information available to the entire company. If someone leaves the company, or is just out sick, all of the info for their clients and their projects is available for management to use to keep business moving. For instance, I was called away for a family emergency and forgot to reschedule an in-house demo with a client. When the client showed up, my boss (the CEO of the Company) was able to review the client file, read the notes on the product demo and the client's needs and he was able to perform the demo himself. All of the information was right there to get him up to speed on why our client was there and what they needed.
• Efficiency is the next major positive impact that Insightly has brought. As a small, yet growing company, our employees have to be able to wear multiple hats and perform variety of functions. Insightly has brought such organization to my life that I am now able to keep much better track of all my daily tasks and in fact get so much more done in less time. My efficiency and productivity have increased dramatically.

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