Insightly - simple and easy to use!
February 25, 2016
Insightly - simple and easy to use!
Score 9 out of 10
Vetted Review
Verified User
Software Version
Professional
Modules Used
- Insightly iOS / Android Mobile App
- Desktop in Google Chrome
Overall Satisfaction with Insightly
Daily usage as a CRM for Property Casualty Insurance agency ... We setup OPS to follow all existing client and prospects new sales transactions..
- Opportunities
- Note / documentation keeping ..
- Files are all in one place and automatically populate with EMAILS and manual attaching ...
- GMAIL integration .. mediocre ... wish it was much better ..
- NEW EMAIL interface bar add-on ... OK .. but haven't really figured out how to best use it yet .... But it truly has possibilities ...
- Increased Sales
- Improved efficiency
- Streamlined business processes
Pretty much so. YES! Insightly is helping us in our daily processes.
Insightly still feels more simple to use - not so 'step complex' ... and gives me quick access to the things that I need ....