Insightly Insight
January 09, 2018
Insightly Insight
Score 9 out of 10
Vetted Review
Verified User
Software Version
Plus
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
We use it to keep track of current customers and when we have to service the accounts. It helps us to get emails with our information to leads, as well as keeping track of everything that goes on with that client (calls, service, equipment change, billing). It is used by me as the owner of the business, and when the moment is appropriate we want to have a specialized person in charge of this.
- Recurring tasks.
- Keep track of conversations, equipment service, etc., through notes.
- Mass email is a plus.
- Would be nice to be able to put graphics in the emails.
- Case studies would be great to see.
- Somewhat confusing at first on what or where to put information.
- Streamlined business processes
We are still in the infancy stage but with enough customers to require using Insightly. The greatest factor for using it is the recurring tasks for servicing our equipment. We are getting the info we need but am sure that with more clients or leads, we will use other features of the app.
It seemed easier to learn. There wasn't a clear reason why this one over the competition. They gave me the info I needed when I needed it.