Straightforward, sole-trader start-up scenario!
Updated September 30, 2015
Straightforward, sole-trader start-up scenario!
Score 10 out of 10
Vetted Review
Verified User
Modules Used
- CRM
Overall Satisfaction with Insightly
Insightly is the CRM within this Sole Practitioner business. Having been accustomed to using CRM's in previous corporate roles (Sugar CRM, SalesForce.com. ACT, etc) I needed a simple, reliable, cloud based system that enabled me to 1) capture all emails and notes against the prospect / opportunity / customer 2) be able to cross reference names and organisations, and 3) have all contact details at my fingertips on multiple devices. Insightly delivers this.
Pros
- Captures all emails by simple use of the bcc line (in Outlook). Ensures you are aways up to speed with the opportunity / project.
- Simple search via the links enables you to find that person who's name refuses to spring to mind.
- Again, simple task list and calendar to ensure no commitment to call / email / chase up is ever missed. Ensures you always do what you promised to do, and far more effective and easier to use than, say, an Outlook tasks list.
Cons
- Integration with Office 365 Outlook to save having to use the bcc line. (It may be there, I might have missed it...)
- Insightly enables me to stay close to all opportunities and ensure they are followed up as agreed with the prospect.
- SugarCRM,Salesforce.com
Listed CRMs were used in the role of an employee in a larger organisation. The requirement was for a simple, cost effective CRM that could be used with minimal IT infrastructure, particularly without a server. Insightly meets this need.
Insightly Feature Ratings
Using Insightly
1 - Business Owner, so all functions: Sales, Marketing, Project Management, Relationship Management, etc
As a sole trader, it's just me!
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