Great for small companies or teams
December 13, 2017
Great for small companies or teams
Score 7 out of 10
Vetted Review
Verified User
Software Version
Professional
Modules Used
- Insightly iOS / Android Mobile App
- Desktop
Overall Satisfaction with Insightly
Insightly is used to track communications with members of our trade association. It is mostly used by one team within our organization as we have the most contact with our members. It addresses the issue of having multiple records saved in multiple locations and the complete lack of visibility between team members. It also allows us to quantify our communications.
- Easily keeps track of e-mails with members
- Customized fields to store and report on any information
- Categorize tasks by program or purpose
- Logging phone calls
- Better manage relationship between contacts and organizations
- Reports that don't need to be sent via e-mail
Be able to better serve our members and decrease the amount of issues that slip through the cracks. Increase the number of touches we have with members. Take better advantage of in person communication with follow up that is timely and more meaningful.
Insightly seemed a little simpler and less expensive than Salesforce. For a smaller company or team, Insightly seemed to be a better fit. They also offer very competitive pricing for a non-profit organization like ours.