Overall Satisfaction with Insightly
Insightly is being used across the whole organisation. We manage clients, prospects, workflow delivering products and archive emails/notes.
- Easy to manage contacts and company dbase/tasks and tagging specifics on companies- contacts
- Integration with Gmail/Google drive works well
- 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.
We used to work in a tailored self made CRM. The benefits from a cloud based CRM are too much to mention.
It does what it does - a CRM for managing relations.