Search no further, Insightly is the CRM to use.
Updated December 05, 2019
Search no further, Insightly is the CRM to use.
Score 5 out of 10
Vetted Review
Verified User
Software Version
Plus
Overall Satisfaction with Insightly
Insightly is a departmental tool used to track projects. It is a tool that we are using to track projects that are in proposal state (opportunities) and projects we have in a promotion state.
- The search function is priceless. It is easy to find information about projects and proposals (opportunities) colleagues are working on.
- The ability to link or connect contacts, leads, opportunities, and projects is a natural process. This intuitive process makes it easy to see data in multiple facets.
- Insightly connects with Outlook, so it's easy to use with programs I use on a daily basis. This helps streamline processes and increases productivity.
- The print function should be able to print a full page, not just what is visible on the screen. Fortunately, there is a workaround for this.
I think this product has given us the ability to track our projects nicely. One of the biggest difficulties we had was leads were tracked in multiple spots. This creates a central hub.
I have only used Insightly. It was selected by someone else at my office.