CRM - That's simple to use!
December 14, 2017
CRM - That's simple to use!
Score 8 out of 10
Vetted Review
Verified User
Software Version
Professional
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
Insightly is being used in the front end of our Organization - by Sales & Marketing Personnel, Top executives, and the managers to know the status/stage of any particular opportunity at any given point of time. And also to capture leads, and to maintain the database of all our Customers (and prospects) - through Organizations and Contacts modules in Insightly.
- Ease of use - one great feature of Insightly is it is very simple to understand and use
- Customer Support - Webinars and customer support articles are very helpful to get familiar with this CRM
- Reports - so easy to prepare any report, or make changes to an existing report
- History - On any particular opportunity or in any module, it will be great if we can see who made the changes and what are the changes - example who added the tags, or links, etc.
- Tasks transparency - it will be great if the admin or certain user groups can see the tasks assigned to other users on their Calendar - similar to that of events.
- Excel Reports robustness - If grouping and formatting of columns retained in the report after export, it will be very useful
- Increased Sales
- Improved efficiency
- Streamlined business processes
We have achieved some objectives partially - like streamlined business processes - as everyone can see the pipeline stages, and add their inputs, post their email or any communication activity, related to an opportunity. However, the most difficulty in this is user activity. Most users are not using Insightly, or are not using it correctly. Especially the sales/business development personnel, who work from elsewhere and not out of the office.
The number one reason is it was very simple and easy to use. Another important factor is the price - it was reasonably priced compared to other software. Outlook integration was the other feature, which seemed simple. The mobile app is easy to use, similar functionality as a desktop browser. Cloud - Insightly is a cloud-based feature, made it simple with no software installations etc - less work for our IT team.