Overall Satisfaction
- Tags to group contacts.
- Able to hyperlink notes to articles & sources.
- Project management/lists.
- Slow load time when searching.
- How contact was established, would be a helpful feature.
- Ease of keeping contacts in one place.
- Searchable contacts by function needed.
- Easier event management.
Product Usage
1 - Marketing and promotions.
We use it to keep contacts in line and categorized based on what we would need for events (ie: food vendor, entertainment, security, etc.) as well as links to their product or website. We can also make notes on their availability or history with us (ie: on time and reliable).
We use it to keep contacts in line and categorized based on what we would need for events (ie: food vendor, entertainment, security, etc.) as well as links to their product or website. We can also make notes on their availability or history with us (ie: on time and reliable).
1 - marketing
- Categorize contacts.
- Search by need.
- Keep information internal to a small group.
- Project management.
- Spread out tasks among administrators.
- I think we can grow from how we use it now by doing it more.
Evaluation and Selection
Not Sure
Familiarity, interface
- Product Features
- Product Usability
- Prior Experience with the Product
Product feature a wide range of functions that were beneficial to my goals and tasks in my company.
Examples of projects used with Insightly.
Implementation
- Implemented in-house
Change management was minimal
- Didn't want to learn something new.
- Didn't want to spend money.
- Sharing with others.
Support
Pros | Cons |
---|---|
Quick Resolution Good followup Knowledgeable team Immediate help available Support understands my problem | None |
No - Low budget
I have never had a problem with Insightly, but the staff sends helpful emails and checks in.
Usability
Pros | Cons |
---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Familiar | None |
- Adding contacts, businesses.
- Searches.
- Project tasks.
- Splash page.
- Searching if you forget key info.