Overall Satisfaction with Insightly
It is used across the whole organization. It helps to report on sales, to work as a team, to manage projects and to automate tasks and workflows. We also have a detailed view of what the problems are and are able to give solutions on the fly. The integration with Evernote, MailChimp, and Slack helps us work much more efficiently.
- Insightly integrates CRM and Project Management
- Insightly includes workflows and automation
- Insightly's integration with MailChimp simplifies lead's management and digital marketing in general
- Insightly helps team members to work together efficiently as all information is gathered in one place
- There should be a chat for improving comms within team members
- Reporting is not as good as it can be. It should be easier to config.
- Support should have a chat service
- Increase in sales.
- Improves efficiency of teamwork.
- Better control of KPI'S.
- Better service to clients.
- Reduction of costs.
- Reduce response time.
Insightly Feature Ratings
- Workflows with Opportunites and Projects
- Project using personalized fields
- Contacts management
Evaluating Insightly and Competitors
Yes. Don't worry if it does not work perfect the first time, you can edit all of it and change any part until it works for you.
Change management was a big part of the implementation and was well-handled - Implementing Insightly gave us a much better idea of our work processes and the level of service we were delivering.
Problems get solved
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
Yes. It was when shifting to the new user experience. We had a problem with dates update as we use it in Spanish. The support was excellent and had 3 Insightly team members interacting with me. The bug was solved in 3 days time. I was delighted with how much care they put on this issue.
Like to use
Easy to use
Technical support not required
Quick to learn
Feel confident using