Real Insightly review from long-term daily use
January 12, 2018
Real Insightly review from long-term daily use
Score 3 out of 10
Vetted Review
Verified User
Software Version
Basic
Modules Used
- G-Suite CRM
Overall Satisfaction with Insightly
We use it as a lite CRM to keep track of contacts, leads, and opportunities. We also use it to keep on top of client work so the executive team can quickly see high-level what's going on with each client.
- Keep track of contacts
- Filter views
- Customer support
- Flexibility with customizing
- Overall "bugginess" - meaning it's slightly glitchy
- Think more logically about target screens that load once something is refreshed or updated
- Streamlined business processes
Insightly has not necessarily streamlined business processes as much as it allows the account management team lead to review all accounts at a bird's eye view. But overall it adds a layer to our work that is burdensome. It is not the most streamlined experience that it could be.
- Trello and Pipedrive
I think that sales software should take sales behavior into account when setting up the UI. Pipedrive and Trello are great because they use Kanban style progress visuals, i.e. the movement of cards through a process from left to right.
Trello is great because it can also be used for project management in a much stronger way.
Pipedrive is a much more intuitive and helpful interface for keeping track of sales funnel and setting reminders for touch points with leads.
Trello is great because it can also be used for project management in a much stronger way.
Pipedrive is a much more intuitive and helpful interface for keeping track of sales funnel and setting reminders for touch points with leads.