Overall Satisfaction with Insightly
Various departments use Insightly and track metrics accordingly. I use it for lead generation and tracking sales. It's convenient because I can create topics/tabs on the fly and the tool is useful even if you have limited information about your prospect. Salesforce, which I used to use, had almost too much functionality to be useful. Having a tool that is simple to use and doesn't require a specialist internally is preferable in a small, less than 50-person sized organization.
- Basic prospecting
- On-the-fly categorization and report generating
- Quick answers
- Can't think of a thing
- Increased Sales
I can quickly add and investigate best possible leads and rank them based on various criteria developed on the fly.
Insightly Feature Ratings
Evaluating Insightly and Competitors
Yes - InfusionSoft was cumbersome to use and we thought capturing everyone's emails was intrusive.
- Product Usability
- Positive Sales Experience with the Vendor
Capturing everyone's emails, whether work-related or not - was convenient but intrusive. We also wanted the capability to create ad-hoc lists for projects and to on the fly tagging of certain items.