Overall Satisfaction with Insightly
Insightly allows our whole team to monitor and contribute to our business development activities. We also use it to forecast our future revenues and manage the next steps for each opportunity. Insightly keeps activities from falling through the cracks and provides a consolidated view our funnel. It makes coordinating and delegating tasks much easier than email or spreadsheets.
- Centralized information database
- Easy searching
- Linking people, organizations and opportunities
- Reporting is customizable but could be more flexible
- Email integration
- Synchronization with other contact databases
- Improved efficiency
Insightly was simpler, easier to use and less expensive than the alternatives.
Insightly Feature Ratings
Using Insightly
- managing (synchronizing) our email lists