Overall Satisfaction with Insightly
We're using Insightly primarily for our sales team as a CRM system, tracking organisations, contacts, opportunities and in the future, projects.
This information is coupled with our budgets to provide the proverbial "BIGGER PICTURE"
This information is coupled with our budgets to provide the proverbial "BIGGER PICTURE"
- Organizational, contact and opportunity management. We're able to store relevant data about all three specific information areas. In particular, the progression of opportunities through custom phases is a big plus for us.
- Great reports that are customizable to my department's needs.
- The easy user interface made the transition from our previous product relatively pain free for our users. Not to say what we used, but you had to be a wise old 'sage' to use it...
- It would also be great to be able to track quotes against a budget or target!
- Improved efficiency
We have definitely achieved better efficiencies, which in turn lead to increased sales!
- Sage and SugarCRM
Apart from the correct functionality, the price was right, the product was well marketed and the learning curve was short! The online training/learning materials are great.
Insightly Feature Ratings
Using Insightly
10 - Sales & Account management
1 - Basic PC skills to do CSV imports and reports.
The reports builder is slightly intimidating to inexperienced users.
The reports builder is slightly intimidating to inexperienced users.
- Opportunity Management
- Client Management
- Intergation of the opportunity information into our budget tool and reporting on this data through Power BI.
Insightly Implementation
Configuring Insightly
Using Insightly
Pros | Cons |
---|---|
Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar | None |
- Opportunity management
- Organisation Management
- All of it!!!
- None