Overall Satisfaction with Insightly
I am a solo attorney without support staff. I particularly like the Insightly Gizmo that appears at the bottom of my incoming Gmail. It allows me to "touch it once" and make a Task List item when I first read the incoming email. I can then file the email in the client folder and remove it from my inbox. Similarly, I am able to set up a new "Opportunity" or potential new client from the initial email contact from that prospect. Then, I can attach links to the Opportunity to reference the Referrer, the Owner, etc. Also, when I send email to a representative of the potential client, particularly when I have attached documents, I use the unique bcc email address to direct that email to the Opportunity file within Insightly. The same process is true if/when the Opportunity is turned into a "Project" or new client. When a client telephones I can then click on the Project and see the history of our email communication and document delivery.
- The Gmail Gizmo is a differentiating factor for me. Of most importance is the ability to set a Task with a reminder and details to describe what needs to be done.
- I like the ability to have email that I send to a client linked to that client's contact or Project.
- The are strengths for Insightly because they are efficient. I am operating without support staff. I chose to avoid hiring employees. Therefore, I replace people with technology. I can manage Tasks, Due dates, Contacts and Client Prospects through Insightly and its integration with the Gmail platform.
- The only issue that I have experienced is that occasionally the Gmail gizmo does not appear at the bottom of incoming email. Not sure whether that is an Insightly issue, a Google server issue, or a bandwidth issue at my office. But, it is rare.
I have used Salesforce at a prior corporation. It was much too large for my current needs, also too expensive.
My experience is limited to a single user. I don't use the collaborative elements or user management elements. I can see that they would be great for a larger organization. But, as a solo practitioner I find the technology wonderful to increase efficiency.
Insightly Feature Ratings
1 - I'm am a solo practitioner and handle all leads and case management tasks.
- Implemented in-house
- Great lead tracking
- Great Task management