Great system, easy to use and enhancing my daily, monthly and long term processes
December 09, 2016
Great system, easy to use and enhancing my daily, monthly and long term processes
Score 10 out of 10
Vetted Review
Verified User
Software Version
Basic
Overall Satisfaction with Insightly
As a company we have been using Insightly for 8 months. We looked for the system which could contain not just customer details but small and large projects. Insightly met these needs and has proved itself to be an invaluable part of our processes now. As we have only been using the system for a short amount of time we have not seen the full benefits of some parts of the system yet. However, we are looking forward to utilising all parts of Insightly in the future.
- The amount of information which can be contained in each contact - emails, tasks, notes and contact details is easily available which assists in following up with customers.
- The ability to create projects and assign tasks to individuals has benefited us as some of our work force work remotely.
- The ability to link Insightly with the processes of our website - automatically creating contacts, saving emails etc. This speeds up and enhances current processes.
- Some processes could be sped up although functionality is good.
- Improved efficiency
- Centralized contact management
- Streamlined business processes
Where customers' related information, tasks, documents and notes are accessible all together, my working practices have sped up and are more streamlined than without the Insightly system. Insightly has assisted in working towards more streamlined, efficient processes and containing customer management in one go to place. I think there are more benefits of the system which I have not yet utilised.