Item: Insightly
Rating: 8
Author: Mohd Shazlan Mohd Anwar

Overall Satisfaction with Insightly

Use Cases and Deployment Scope

It is being used to capture, record and synchronize sales activities for the company. The management is using the information to ensure all possible opportunities are capitalized and resources are optimized

Pros and Cons

Pros

Synchronizing with Google (Mail, Calendar)
Managing tasks, sharing and assigning tasks between colleagues
As a one stop center for CRM

Cons

Having a desktop version (which can sync with the database once internet connectivity is up) will be very helpful, especially for regions where internet is not stable
Having a "guest" feature, (a) for them to view the progress of projects, (b) have limited and selected access to sales activities (in cases where the OEM wants to monitor the progress of their distributors/resellers)

Return on Investment

Increased employee efficiency
Better and easier resource management
High cost when needs to implement company-wide (-ve impact)

Likelihood to Recommend

Insightly is well suited when you have several independent people working on the same tasks (sales, projects) and synchronization and sharing of information are very essential.

Insightly Feature Ratings

Comments

Please log in to join the conversation

Awesome

Software Version