Insightly is ok for contact management but there are better options out there if you have the budget
February 10, 2017
Insightly is ok for contact management but there are better options out there if you have the budget
Score 3 out of 10
Vetted Review
Verified User
Software Version
Enterprise
Overall Satisfaction with Insightly
It is used by our sales team as a client database. Some reps use it more than others. I use it to store client contact information as well as prospect lists.
- The app can be convenient when you are traveling
- I like that it uses smart technology
- It is cumbersome to have to first create a new organization and then create a new contact within that organization. You are entering the same information twice.
- It is very cumbersome and requires too many steps to do a search by filter or list and then export it to Excel. Then you have to wait for an email and search your junk mail to find a list you pulled.
- It's not efficient or convenient. If you search within the organization tab you may not find a client contact and vice versa if you search in the client tab you may not find an organization.
- Other
Develop clean prospect lists to make my job more efficient.
We used to use ACT. I prefer ACT.