Insightly providing insight
Updated November 14, 2016
Insightly providing insight
Score 8 out of 10
Vetted Review
Verified User
Software Version
Professional
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
We use Insightly to track our interactions with customers, our customer database, and our open opportunities. We only use Insightly in the engineering department; there is no company-wide system. It addresses the problems of sharing points of contact across disciplines. It also allows us to track our opportunities much better.
- Insightly allows you to organize contacts well. You can link contacts with multiple organizations and other things within Insightly.
- It does a good job of tracking opportunities and what stage they are in. You can utilize various fields for this.
- It allows customizations for almost all aspects of the system. This allows you to organize things how you would like.
- The advanced reporting lacks some features.
- The merge of organizations does not always work.
- Sometimes it's difficult to tell what is coming up in the auto-populate when searching.
We hope to gain better understanding about our clients and how we access them. We want to keep better track of our opportunities and our pipeline of upcoming projects. We have had a good experience with Insightly and it has helped us do both of these things. We would like to increase the usage and have more of our employees involved.