Overall Satisfaction with Insightly
We key in all contacts, leads and funnel. It sends my report to the CEO daily. With Insightly, I am able to monitor the sales funnel by my team. Insightly also provides project milestones.. This is a huge source to monitor projects. Also, it's compulsory for us to put in all activities and tie them to a relevant organization or opportunity.
- Centralized contacts for relevant parties in our leads and organization
- Company's calendar for meetings and activities. If colleague want me to join a meeting, I will ask them to check my calendar in Insightly
- Monitor sales and funnel to archieve target. Single pipeline for all possible deals
- Project milestones will be tracked by using the system, up until invoicing
- Integrate direct with MS Outlook for calendar, not via Gmail
- Provide business card scanner that imports directly to the contact
- More comprehensive reporting or a dashboard that is able to show all reports in single page
- Effectiveness of tasks and activities
- Leads conversation
- Project management
Sugar crm - too boring, dull interface, no mobile apps
salesforce crm - pricey, too confusing,
zoho - pricing structure
salesforce crm - pricey, too confusing,
zoho - pricing structure
Insightly Feature Ratings
Using Insightly
Pros | Cons |
---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Feel confident using | None |
- Opputurnity
- Leads
- Mobile apps
- Project management
- Calendar
- Contacts need to be input manually instead of business card scanning
Yes - Great. But hope some features are available in mobile apps