Inisghtly Insights
Updated October 04, 2016
Inisghtly Insights
Score 8 out of 10
Vetted Review
Verified User
Software Version
Basic
Modules Used
- Insightly iOS / Android Mobile App
- Xero
Overall Satisfaction with Insightly
Insightly is being used across the organisation. It is my CRM and also links in with my accounting software, Xero. I also use it as my task manager, and for managing my sales pipelines and as a sales reporting tool.
- Its simplicity is fantastic as this means I can record my data fast.
- It is very user friendly which means it actually gets used.
- I love that it connects with my accounting software.
- I'd love to be able to sync with my email so it recorded contacts.
- I'd love to be able to scan in business cards.
- I'd love to be able to attach files.
- I'd love to report from Xero sales in Insightly.
- Capture my current customers and prospects.
- Manage a database of people for mailouts and sales.
- Track prospects, pipelines and value.
I am slowly achieving these things, but I need more training.
I tried Zoho and actually use their email but I don't like their CRM. In fact Insightly has caused me to change my email provider.