Sales manager's review of Insightly
October 19, 2016
Sales manager's review of Insightly
Score 9 out of 10
Vetted Review
Verified User
Software Version
Basic
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
We use Insightly in our sales team. It helps us organize all our work as well as store all the necessary information about previous communication. Furthermore, it helps us organize and archive all the legal information with every sales case.
- Organize work (tasks). We have more than 1,000 active clients and no human being would be able to remember them all. We use Insightly Tasks in such a way that no client can ever be forgotten.
- Store information (files). We publish more than 40 advertising campaigns every month. Each campaign requires its own legal documents. We use the Files system within Opportunities to not only store these documents but to organize them perfectly.
- Supervision: Reports allow the manager to track any kind of activity within the system.
- We have many opportunities linked to a single client and it is difficult to find the one we are looking for. It would be very helpful if there was a way to sort them by "forecast close date" or other criteria to be able to find the right one more quickly.
- People make mistakes. A very common one is marking a task as "finished" and not creating a subsequent one. Then there is a project or and opportunity without a following task. This makes it very easy to forget about the opportunity. It would be nice if there was a simple way to filter open opportunities without any open tasks.
The Insightly system is much more intuitive and better suits most of our needs.