Exactly what we needed

Allows us to manage our member, potential member database, resource partners and contact records. This allows us to easily access contact information for correspondence and management. Instead of having multiple Excel spreadsheets with contact information in columns, our database lives in one easy to access location.

One of the features that I particularly love is the fact that Insightly offers a mobile application and I can manage my tasks and contact records on the go! We have no excuse for not logging tasks or communication, it can be managed from virtually anywhere and everywhere.

Having a contract with the government requires lots of reporting. Insightly allows for the capability for exporting all tasks for easy reporting solutions. When logging tasks, we can link contacts and business names / organizations with each task reducing the time it would take us to complete reports by more than half!

Each year, a survey is sent to each of our members. We often deal with multiple people within a member organization. When a survey goes out, it goes to one main contact within the organization. The problem we were having is that sometimes the person who would receive the survey was not always aware of all the engagement or interaction we had with the organization as a whole. Now, we can run a report on the organization and all contact records associated with it and provide a detailed report on all communication and events attended, meeting had, etc. to that survey point of contact so that they can see the year in review for what we provided their organization. This helps them in completing the survey and in turn helps our survey responses.