Friendly Product That Delivers Professional Results
February 08, 2017
Friendly Product That Delivers Professional Results
Score 10 out of 10
Vetted Review
Verified User
Software Version
Basic
Overall Satisfaction with Insightly
As the coordinator of our department, I use the program to keep track of client relationships. I also appreciate the "record keeping" side of Insightly as it is invaluable to my business as I regularly need to refer to earlier conversations. In addition, I use MailChimp and it's fairly straightforward to pull my list from Insightly.
- Tags - What an easy way to keep track of basic categories!
- Online database - I'm not tied to one desktop or other device.
- I love that I can create my own search filters.
- Most of the problems I experience with Insightly are due to my own lack of time. It seems to do most anything I need, if I take the time to learn the system.
- I've not yet found an easy way to move a lead to a current contact. I think there would be an easier way to keep up with the different types of clients without putting them into two different tabs.
- Improved efficiency
- Centralized contact management
- Streamlined business processes
Yes, we moved from a clumsy spreadsheet system that was difficult to keep up to date, to online customer information management. Now that all of our customer information is centrally located, we are enabled to care for our customers in a more timely, guest-centric fashion. That was entirely our goal!
Our needs were not as in-depth as the services offered by Salesforce. Insightly was a bit more user-friendly and still enabled me to do all the things necessary. Reasonable pricing was also a factor in the decision process.