My Eval of Insightly
Software Version
Free
Modules Used
- Quickbooks, Mailchimp and Get Response if possible through the API
Overall Satisfaction with Insightly
We use Insightly to capture leads and at some point, we use the automation features and Quickbooks. MailChimp is supported. I am thinking about the Application interface we can incorporate the Get Response. The automation setup should allow us to tag leads in order to move in and out of campaigns. The email system should link to existing email contacts for business only.
- Quickbook interface
- Email interface
- The ability to expand to QuickBooks for invoicing
- API
- QB
- More storage
I have just started using the product. I have not learned all the ends and outs. I can tell you that it is more functional than sales force and other packages.
This is the only product so far.