Item: Insightly
Rating: 9
Author: Verified User

Overall Satisfaction with Insightly

Use Cases and Deployment Scope

It is used by the US sales division. It keeps us using one transparent platform versus a mash up of several (e.g. Google, Quip, Outlook and an internal CRM). It holds employees accountable for their work and helps us stay on the same page.

Pros and Cons

Pros

Customization (states and reasons)
A clean export format
It anticipates the sales process fully.

Cons

Easier linking of emails to opportunities.
On some screens, hitting "enter" takes you out of the screen and with others it doesn't. I'd prefer it never do that.
Cleaner opportunity filtering process.

Desired Outcomes using Insightly

Increased Sales
Improved efficiency
Centralized contact management
Streamlined business processes
Reduced number of meetings

Streamlined and communication is is easier. Less meetings. Need to get the owner to sign off on paying for the full version so we can have more than 3 ppl using it at once.