Using Insightly
Updated November 25, 2016
Using Insightly
Score 7 out of 10
Vetted Review
Verified User
Software Version
Plus
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
It is being used by the sales department. It is our CRM too and helps our organization communicate and be on the same page with one another. It allows us to pull up information about our clients and see every thing in one location including the history of that client and tasks.
- Linking companies together
- Creating projects
- Keeping everyone up-to-date
- More streamlined
- Auto connect tasks to contacts and organizations
- Fewer clicks to get to the tasks and complete them
- Fewer clicks to get a task started
- More information when you hold your mouse over the contact
- Improved efficiency
In some aspects Insightly has improved efficiency as it requires less face to face communication between employees and they can track the employees they manage easier. In other areas it is less efficient because some of the tasks are too complex. Some of the processes in insightly take 5+ clicks when really it could be done much simpler.