How Insightly has helped Argenta Thrive
Updated July 15, 2022

How Insightly has helped Argenta Thrive

Tanner VanMeeteren | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Professional

Modules Used

  • Insightly iOS / Android Mobile App
  • Evernote

Overall Satisfaction with Insightly

Insightly allows our custom electronics integration company to manage our 150+ open projects simultaneously. It keeps us on track during the sales and design process with each client, allows us to link necessary builders, contractors, and managers to each client and add notes, files, and full emails after each interaction with a client. Even though some in our company haven't personally worked with a client, they have all current information on that client and can more than adequately help or service them, even answer their questions about a design or plan if they didn't design or plan their system or home.

Pros

  • Anytime a client calls in needing technical support or assistance, their entire system design is visible to anyone in our showroom so even if we don't know specifically that client, we can look at what equipment they have to help diagnose and resolve issues.
  • When we put together designs, proposals, save pictures or house plans, if a client can't reach his particular designer or account manager anyone is able to review his design, answer questions about proposals, or talk about specific items or pieces of equipment.
  • Sharing the information with our technicians gives them addresses, phone numbers, emails, all right to their phones or field computers. They can self manage and find information pertinent to installs and construction.

Cons

  • I would like to see tasks auto generate once other tasks are completed.
  • It would be nice if the dates for task sets could be customized before implementation rather than once the task is in place.
  • Get contact information off of my phone rather than just sharing with my phone.
Insightly is well suited for managing pipelines, long sales or project timelines.

Insightly Feature Ratings

Customer data management / contact management
10
Workflow management
8
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
9
Interaction tracking
8
Lead management
8
Email marketing
Not Rated
Task management
10
Billing and invoicing management
8
Reporting
Not Rated
Forecasting
Not Rated
Pipeline visualization
9
Customizable reports
Not Rated
Not Rated
Custom fields
Not Rated
API for custom integration
Not Rated
Single sign-on capability
6
Not Rated
Social engagement
Not Rated
Mobile access
8

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