Insightly great for SMB
Overall Satisfaction with Insightly
I use Insightly to manage contacts and organisation details, log opportunities, assign tasks, and project manage projects.
Insightly makes running my business possible. Without Insightly I would have to use multiple applications but instead I can access CRM and PM functionality from one application. As Insightly integrates with Google Apps for Work and Google Drive and Gmail, the process of managing communications and logging tasks and opportunities takes seconds and is less disruptive to getting work done. With clients I have enabled businesses to share business knowledge with their organisations. No longer having to forward on archived emails means staff can access emails related to an organisation or contact from Insightly. Past and present data is available. As Insightly is intuitive to use the learning curve is shallow but the pay back is huge. All startups should start using Insightly to enable the business to grow quicker and that growth to be controlled. The only issue I have with Insightly is that they do not have a re-seller partner program. Which is odd as the business model of SaaS is the reseller partner program. I have raised this issue with Google and they are just as frustrated as I am with Insightly dragging their heels on bring a reseller program about as promised. It is a great product which will have a positive effect on your business. Go for it.
Insightly makes running my business possible. Without Insightly I would have to use multiple applications but instead I can access CRM and PM functionality from one application. As Insightly integrates with Google Apps for Work and Google Drive and Gmail, the process of managing communications and logging tasks and opportunities takes seconds and is less disruptive to getting work done. With clients I have enabled businesses to share business knowledge with their organisations. No longer having to forward on archived emails means staff can access emails related to an organisation or contact from Insightly. Past and present data is available. As Insightly is intuitive to use the learning curve is shallow but the pay back is huge. All startups should start using Insightly to enable the business to grow quicker and that growth to be controlled. The only issue I have with Insightly is that they do not have a re-seller partner program. Which is odd as the business model of SaaS is the reseller partner program. I have raised this issue with Google and they are just as frustrated as I am with Insightly dragging their heels on bring a reseller program about as promised. It is a great product which will have a positive effect on your business. Go for it.
Pros
- Linking contacts details with organisation details.
- Integration with Gmail / Google Apps for Work.
- Link Google Drive.
Cons
- No reseller program.
- Managing syncing with contacts on Gmail.
- Mobile application needs to be connected to the internet. Need to do a manual refresh to update with the latest contacts.
Insightly Feature Ratings
Using Insightly
Insightly Implementation
- Easier to record leads and monitor progress
- Better overall understanding of contacts
Comments
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