Overall Satisfaction with Insightly
Our sales team is using Insightly to track inbound and outbound sales opportunities. It helps us understand potential income at any given time, as well as stay on top of our many different leads to ensure the highest success rate. Our main goal for bringing it on is to make sure no lead slips through the cracks!
- Outlining potential income (both in monthly volume and length of time)
- Providing detailed reports that show status updates for all leads throughout the stages
- Easily transitioning a lead to an opportunity, and an opportunity to a project (to demonstrate the lifecycle of a lead)
- The new interface is more difficult to use. I can't see the names of all of my inputs like I used to; I now have to spread all the columns out manually in order to read it all. Very tedious.
- It doesn't provide a lot of options for customization within each "form". It would be nice to eliminate information that isn't pertinent to our company, or tailor wording to better suit what we do.
- I wish it would allow me to add in notes easier. The current functionality does not make it easy to add in notes and they don't appear readily on a lead/opportunity/project which would be helpful to see when I click into one.
- Improved efficiency
I think with a few tweaks we will!