Item: Insightly
Rating: 9
Author: Bill Combes

Use Cases and Deployment Scope

We use Insightly to manage our customer base. All customer communications and activities are run through Insightly from projects, to emails to day to day management. We only have 5 team members so everyone in our company is using the system.

Pros and Cons

Data and customer management
Activity logging
Managing files and integrating with data
The BCC option for multiple projects and opportunities

Although I like the BCC option, I think having a fully integrated two way email communication is the way to go. I manage sales for my company through Pipedrive and they have this option.
Sometimes the process of opportunities, projects and all the available options are a bit difficult to navigate. We work on improving these processes for our company daily but we are small. Companies with teams that support this product are probably more successful.
More social media integration as built in options (so you can turn them on and off at will) So for example a link to a company Facebook page or LinkedIn page as an available option on organizations.

Desired Outcomes using Insightly

Streamlined business processes

Yes, I think we have. One thing I failed to point out on the cons is that we are using Pipedrive for sales. The leads in Insightly are OK but just can't compete with the functionality of Pipedrive. My entire team loves insightly for the CRM post sales processes though. It is a great system!