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.
- 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.
- 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.