Great CRM Online Software
June 28, 2016
Great CRM Online Software
Score 8 out of 10
Vetted Review
Verified User
Software Version
Other
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
Insightly is being used across the whole organization. We use Insightly for client management database and task assignments and lead management.
Pros
- Insightly is really good with documenting notes for client meetings, calls and emails. It allows different staff [members] to make comments or document important details of the clients.
- Insightly is very good at task management for workflow. We can customize it to suit our needs and keep track of various stages of production.
- Insightly has a feature that links clients to other clients and how they are related.
- Insightly is very customizable.
Cons
- I would like to see better interaction with Outlook as far as emails. I would like to pull up a client's information on Insightly and click an email link that opens Microsoft Outlook.
- I have a document management program that I would like Insightly to integrate with.
- Centralized contact management
Insightly pretty much does exactly what I wanted with only some minor things I can live without.
We picked insightly for two main reasons, price and ability to incorporate client management, task management and lead management on one platform
Comments
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