Overall Satisfaction with Insightly
Our organisation uses Insightly to manage our customer communication and sales deal flow. Our staff uses the web interface and we utilise the API to post and get data directly from the database into our own proprietary intranet. The syncing of contacts and calendars to devices is fantastic and our staff also loves the ease of creating new contacts via bcc methods. We log all of our opportunities and follow a deal value pipeline to give us insight into specific sales targets and salesperson performance.
- Google apps sync is first class. The ability to have contacts and calendar appointments automatically appear in your phone and email client is second to none.
- Allowing access to your data via an API. This gives us the ability to generate our own specific reports and create unique webforms.
- Linking referrers and communication. Nobody in our contact list is without a referrer, and Insightly allows us to create a spiderweb of relationship connections.
- Custom fields are difficult. We'd like the ability to be able to have annual historical fields. E. G. Custom field name and value in 2014, then be able to have the value for 2015 and so on into the future. The only way currently is to create a new custom field for each year.
- API documentation. It's a good starting point, but there's very little in the way of troubleshooting or sample code. Perhaps more specific error messages could help when there's a data mismatch.
- Contact list headings and fields. It would be great to be able to select which fields to show in columns and have the columns with headings that are sortable. A big plus would be showing a phone number and the ability to print the list as it looks on screen. Then my reps can print off a list, jump in the car and start calling their hot prospects effectively.
- Integration with Xero. If we could auto-generate a client invoice from within Insightly, my life would be complete.
- Increased visibility over employee communication frequency and quality with clients and suppliers
- Increased mitigation of employees making mistakes or cutting corners
- Increased efficiency of managing leads and categorising them so time is best allocated to winning business on the best quality leads
- Base CRM,Capsule CRM,Zoho CRM
API, API, API. We absolutely must be able to get our data in and out via our own means as we use multiple systems. Design interface and Google apps integration. Insightly wins on price, accessibility, look and feel, and speed. It doesn't have a very good iPhone/iPad app. It is barely usable for anything other than finding a clients details - which gets synced via Google apps anyway.