Helpful customization and for keeping track of sales, not really sold on the emails.
February 24, 2016
Helpful customization and for keeping track of sales, not really sold on the emails.
Score 5 out of 10
Vetted Review
Verified User
Software Version
Plus
Modules Used
- Iphone App
- Gmail taskbar
Overall Satisfaction with Insightly
We primarily used Insightly for customer service and sales. For customer service we used it to keep up with feedback and emails from customers and to see emails that different employees had with the same customer. For sales, we used opportunities to track our sales opportunities, and we used pipelines for executing sales events.
- Customization.
- Saving emails.
- Creating pipelines.
- Helpful webinars.
- Listening to customer's feedback about what features to add next.
- Sending emails reliably.
- Providing feedback when emails don't get sent.
- Slow server issues.
- Email templates were a work in progress - some issues with them, but some changes were made too.
- Increased Sales
Insightly helped me a lot with keeping track of sales opportunities and organizing them. However there were a lot of moving parts to customize first before I got the hang of it, and some of my co-workers never got the hang of using it.