Overall Satisfaction with Insightly
Insightly is very easy to use tool. Even the basic version is elemental. It's pretty good and has enough components and functions to consider it a very good app. Many other CRMs have a lot of options, most of them are very useless. Insightly concentrates the most useful elements to supervise and manage relationships. Currently, I am using the app to include our database of leads and it's working pretty good. It's fast and the look and feel is very clean. You won't need an expert or tutorials to understand its functions, just join in and work.
- Includes leads in the database with the most important information
- Defines users very easily
- Works from my mobile device
- The interface to import contacts and leads
- How to connect with other tools like Google Calendar
- Include a scanner for business cards in order to upload them directly to the app
- Centralized contact management
To centralize the information is critical and this app works very good for this purpose. We need some extra time to complete our understanding of all the functions and potential but maybe in a couple of months, maybe Insightly will be the main app to control our relationships with clients, providers and other stakeholders.
- ZOHO
Zoho is very good but includes many useless functions, it's too sophisticated. You have to learn too much about the tool in order to get some interesting results. With Insightly you get more with less.