Radical Roofing Review
November 29, 2016
Radical Roofing Review
Score 10 out of 10
Vetted Review
Verified User
Software Version
Professional
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
Insightly is being used by our sales, operations, estimating, accounting and service departments, not company wide but office people only.
- Great New Reporting. Easy to use & quick to pull from the system.
- Integration with Gmail. We use the Insightly sidebar which allows us to quickly capture new emails into our system by the click of the IN send button. We also love that you can easily save emails and contacts that are sent to you by the click of a button.
- We use the tasks section for many things - opportunity pipelines, activity sets in contacts and leads and for creating tasks in projects. It has come in very handy when assigning to others.
- To be able to pull notes into any reporting for (contacts, opportunities, contacts, tasks, projects).
- To deny any duplicate entries in contacts or naming conventions of anything.
- To allow Task description notes to be pulled into reporting.
- The ability to see what specific contact, or opportunity with an automated task is tied to the task in your Gmail calendar without logging into Insightly.
Insightly will be a part of our company-wide sales approach program that helps track and manage our day to day business making it a seamless process. And with Insightly, it will help make our program easier to succeed.
ACT and Salesforce are the two we have used and know about from others.
- Cost is most reasonable.
- Insightly is easier to use.
- Great Support Through Videos and Articles
- The best reporting