Insightly

We use Insightly to manage our incoming over from customers including architects, contactors, and design firms. We use it as a database to track upcoming, in-progress, and completed. We use it to organize contacts and organizations. We also use it to collect customer email and phone number data for marketing purposes. Before using Insightly, this information was extremely hard to organize and track for all sorts of purposes. Gmail alone was not a useful tool in organizing this data.

• I have no actual ROI number to provide. It is not that easy to determine.

Intuit Mailchimp, CRM Assistant for Gmail™, Canva, Adobe Acrobat Reader

We use Insightly for our Career Services Department which includes managing our student outreach, student academic records and placements, as well as, our employer outreach, job opportunities, leads, etc. We also use it for tracking our certifications and testing for students. We have six advisors and two other colleagues all of which use the system to track their outreach and document what they are doing on a day to day basis.

• Insightly has helped us with tracking our employer outreach which has increased the number of jobs we have available for our students
• Insightly has helped us with tracking our placement data for students which has helped us with providing better data for our accreditation.
• Insightly has helped us to better interact with our continuously growing student base which has helped us be able to increase the amount of students we are working with instead of only focusing on our graduates.

Adobe Acrobat Sign, Microsoft 365

Using Insightly for all our CRM needs allows us to empower our sales force, forecast appropriately and drive our business forward. We use as our account and contact database for sales and marketing activities; lead and opportunity follow up and project management. Insightly offers a cost effective, easy to use and comfortable platform. It is easy to understand and has a clear and user-friendly interface. It also integrates well into our Google based systems. I would not hesitate to recommend Insightly as a great CRM platform

• Informs on conversion rate which indicates competitiveness and where issues need addressing, improving and leveraging existing opportunities.
• Forecast revenue for business planning allowing investment in the best areas of the business improving overall business efficiency and growth
• Relatively low cost or ownership per user makes ROI attaractive

Salesforce Data 360

Google Ads, Google Drive, Shared Contacts for Gmail

We use Insightly as our CRM. We qualify warm leads, new sales and subscription renewals. We also use the marketing side for newsletters and other promotional emails.

• We see greater levels of retention
• Putting in projects with partners which allow to see the value to the business
• Looking at any customers who didn't renew

As a non-profit, we rely on having the ability not only to store data in a meaningful and organized way but to be able to access it quickly.

We need to see who is using our services, who is donating, and what drives them to our organization. Insightly does this and is adaptable to our needs.

• Ability to see organization health from a more fully realized view
• Able to remove silos of interactions folks were having with our team. We no longer just rely on self-reporting by team members this is automatically tracked and visibilized

Salesforce Nonprofit Cloud and Neon CRM