Insightly is amazing!
February 20, 2017
Insightly is amazing!
Score 10 out of 10
Vetted Review
Verified User
Software Version
Plus
Overall Satisfaction with Insightly
We use this program to track participants in our Patient Advisor Program. It helps us track who is interested in becoming a Patient Advisor, how fast they progress through the process and helps us track the progression of our placements. We field requests for advisors from within our center, the department our center is housed in, and Health System requests.
- Gives you a birdseye view of how your projects are doing and where they fall in the pipeline.
- Allows you to easily make a Lead a Contact, which reduces the chances of human error when entering manually by hand.
- Mechanism of recording emails in the database is simple, just BCC the insightly email provided. This allows you to seamlessly attach documents.
- It would be great if you could tell who opened the emails you sent, similar to how MailChimp works.
- Along the same lines as above, if you can't see who opened the email in Insightly, then when you copy the Insightly email, and your account is linked to a MailChimp account, that email would automatically copy there so you can track who opens the emails from MailChimp.
- I wish you could filter by Contact status and by Responsible user. For some reason, I can't do both on my account.
- Centralized contact management
Yes we've achieved great success with this program as we're tracking our interactions with over 500 people (300 are in our program snd over 200 have shown interest in the last year).
- Microsoft Excel
Insightly let's multiple users be logged in and making changes at one time, Excel does not.
Insightly Feature Ratings
Using Insightly
Pros | Cons |
---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar | None |
- Converting Lead to Contact
- Creating Project pipelines
- Creating Lead Statuses
- Filtering and sorting by Responsible User and Lead Status
- Finding ways to utilize Opportunties & Organizations for the purposes of my program
Yes, but I don't use it - I don't use it so I wouldn't know.