New Home Sales
June 04, 2015

New Home Sales

Gary Cudworth | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User

Software Version

Gratis

Modules Used

  • contacts, activity set.

Overall Satisfaction with Insightly

We use Insightly for contact management mainly for eLeads. With Activity sets we are able to automate follow up to some extent especially using canned responses.
  • Contact management is good
  • Activity sets work very well with gmail canned responses
  • Recording of activity sets and responses works well
  • As a busy salesperson in New Home Sales, I don't want to spend my whole day entering data or tracking down hot prospects in a database. I keep returning to my paper follow up binder. Registration cards already filled out by customer, so there's no double entry system, its a living document, that I can quickly access in seconds and engage.
  • I find it difficult to tag and rank prospects quickly in the database. Visually its uninspiring to look at the contacts screen. I think a contact management system with more motivational cues regarding prospects would engage more salespeople. Things like "Wow!! Look at this, you can sell 4 Houses this month!! Keep it up, That's big bucks!!" Crazy, but frankly I know in my industry, most people don't use the provided CRM unless forced to. Simple Big Buttons that say : TOP TEN! or " Still Hot Follow up!". Hook up with a Sales Guru like Jeffrey Gitomer and tailor the program for salespeople. How about sales advice in small bites while you are working. Things like "Here's the best way to follow up...etc. Tips from Jeffrey" Sales training on the go. Most CRM seems like its designed by accountants...or managers who don't understand salespeople, they just want to make sure the salespeople are doing follow up so they can track it. Boring.
  • I like your free entry level Insightly, I just haven't experienced the "Wow I gotta have this" moment yet to upgrade.
  • Minimal, good handling of eleads and follow up. I use it minimally for that.
Its good contact management and the activity sets work for follow up.

Insightly Feature Ratings

Customer data management / contact management
9
Workflow management
Not Rated
Territory management
Not Rated
Opportunity management
2
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
1
Quote & order management
Not Rated
Interaction tracking
7
Channel / partner relationship management
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
7
Email marketing
8
Task management
2
Billing and invoicing management
Not Rated
Reporting
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
5
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
9
Compensation management
1
Not Rated
Mobile access
Not Rated