Overall Satisfaction with Insightly
Insightly is used by the marketing team in an attempt to manage all of the firm's mailing lists and Excel spreadsheets in one place. The firm has an archaic practice management system which does not incorporate [our] CRM and the marketing team does not have access to this. In any event, the data is not clean so it's useless anyway.
- Organises contacts into categories
- Reminds us of important dates and events
- Helps us to see whether a client uses more than one service at the law firm
- Improved efficiency
- Centralized contact management
We have partly achieved those objectives but are not yet at the point where all client data is loaded into Insightly.