Insightly review small company
Updated September 22, 2016
Insightly review small company
Score 8 out of 10
Vetted Review
Verified User
Software Version
Plus
Overall Satisfaction with Insightly
Insightly is being used across the whole organisation. We manage clients, prospects, workflow delivering products and archive emails/notes.
Pros
- Easy to manage contacts and company dbase/tasks and tagging specifics on companies- contacts
- Integration with Gmail/Google drive works well
Cons
- Improvement on (auto) backup options of all data added to Inisightly and not only export Insighlty field
- More options to view data in an overview kind of overview (like Excel)
- More custom option in listings view (what fields you want to show/etc)
- A security option so that 1 can not delete unlimited records (first pending or another way to ask administrator)
- Increased Sales
- Centralized contact management
- Streamlined business processes
Centralized prospect data increases our sales efficiency and knowledge throughout the company. As we combine workflow of packages in Insighty we have also a direct view in status of service, which is very powerful. If we could connect it to finance in the future it would be a total turnkey solution.
- None
We used to work in a tailored self made CRM. The benefits from a cloud based CRM are too much to mention.
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