Using Insightly to Manage My Life
January 10, 2018
Using Insightly to Manage My Life
Score 7 out of 10
Vetted Review
Verified User
Software Version
Free
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
Insightly is my everyday companion. It not only helps me to organize and manage my relationships with other businesses and organizations, it does a hell of a lot more. To me, Insightly is a fundamental building block of the lifestyle I am living - planning my next vacation; setting goals, and more importantly, staying focused so they actually become achieved; going on dates and remembering those little, but utterly important details she mentioned on the last date like her cat's name was Nala, her brother likes the Ninja Turtles and she loves the colour blue, but not in winter, because...
Furthermore, people are happy because I remember their birthdays and on top of that, gift them the thing they actually desire and enjoy, because I remember what they said six months ago. And last, all my documents, letters, contracts... are stored and managed within Insightly, so I won't forget to cancel my gym membership on time.
Furthermore, people are happy because I remember their birthdays and on top of that, gift them the thing they actually desire and enjoy, because I remember what they said six months ago. And last, all my documents, letters, contracts... are stored and managed within Insightly, so I won't forget to cancel my gym membership on time.
- Easy to use & learn/Interface design
- Link building between contacts/businesses, opportunities...
- Down to earth tutorials
- Making use of big-data to gain a deeper and more detailed look of a customers unique situation (like showing local news from where the customer lives, using FB, LinkedIn, instagram etc. to get a better picture of the customer, show me a google street view photo of their office -- just anything that would help me to feel what my customers are feeling right now
- Better reading email signatures and making use of their website data. There wasn't a single time were Insightly filled out the form by itself correctly.
- Tracking phone calls, especially when made from within the app
- Cooperating with a more diverse group of software companies.
Getting a deeper and more detailed look into my relationships with clients, friends, and family. Getting a strategic bird's eye view of my business and life.In both cases, it could make a lot more use of "big-data", creating connections between data points and most importantly making sense of that data, so it becomes useful and ultimately helps create more revenue
HubSpots Free version is useless. Bitrix UI is a disaster