Item: Insightly
Rating: 9
Author: Shaw Don

Overall Satisfaction with Insightly

Use Cases and Deployment Scope

In our office, Insightly is used to manage and correspond with contacts, keep notes, manage file attachments, track tasks and so much more. As a client progresses, their file grows from being just a contact, to an opportunity, to a project, and every step along the way is tracked and managed by multiple departments using a single application. Beyond the surface level, there are reporting tools that can be used to export and analyze anything from productivity to quality levels, to internal service levels.

Pros and Cons

Pros

Keeps track of tasks.
Allows attachment of files.
Report generating and exporting to Excel for analysis.
Mass email capabilities.

Cons

No recommendations at this time.

Desired Outcomes using Insightly

Increased Sales

I think Insightly has definitely helped our company to get sales. We are able to quickly organize and send clients information and follow up with precise notes. This attention to detail is proving to be important to our clients and Insightly provides us with an opportunity to show our clients that we are dedicated to their details.

Alternatives Considered

None

I've only used databases that were created internally using Microsoft Access and such, so using a CRM is a new experience for me.

Likelihood to Recommend

Insightly is suited for situations in which a project has multiple stages, is touched multiple times, needs for notes to be entered each time it is touched and requires follow up. For simpler situations, or for situations in which a customer may only need to be contacted one time or does not have a progressive project that needs to be updated, Insightly would not be suitable.

Insightly Feature Ratings

Comments

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Easy lead management in a single application!

Software Version

Modules Used