Item: Insightly
Rating: 8
Author: Matt McCoy

Use Cases and Deployment Scope

We use Insightly as a database for our customer base throughout our company by, managing task, creating reports, setting reminders, just to name a few.

Pros and Cons

For our, Department Insightly helps us to manage both new and current programs by keeping up to date information.
Insightly helps to manage tasks with our Programs.
Insightly helps us to keep up with the most current contact with our customer.

After entering a facility into Insightly, and trying to converge them with Quickbooks, the name of the organization automatically defaults to the person entered as the primary, and not the organization. It would be nice if the organization appeared as the primary.
To have the ability to create a map and pin all of our programs
Automate reminders from a certain date

Desired Outcomes using Insightly

The outcomes we hope to expect from using Insightly are a more refined database. This helps with eliminating duplicate industries. This has also helped us from a project management standpoint. This helps make our new site builds more fluid. Our customers appreciate how much faster our response time is with them.

Alternatives Considered

I used a very dated version of Filemaker Pro. It was useful to a degree but had become overloaded with useless entries. It did not interact with Quickbooks which made invoicing take longer. This made it take longer to get receivables. Quotes were difficult to get out and not often received.

Other Software Used

QuickBooks Online, Google Analytics, Google Charts

Likelihood to Recommend

I do not think that we use Insightly to its fullest capacity. It is very helpful in keeping up with contacts. Creating tasks, and keeping track of communication with our customers. I also think Insightly is also very helpful in running reports. These reports help us to manage many aspects of our business, one of the most helpful is to be able to be able to send out reports, and certificates to our organizations. We use leads when there is potential for maintenance projects, inspections, and training. This helps drive business and relationships with potential clients. In projects, we are able to utilize showing when a project has been completed, as well as when a report has been sent.

The email system is a nice feature for sending emails out in small batches to various groups of clients. We can utilize campaigns to target clients and schedule how regularly the campaign should go out. We are a small business in our first year of using Insightly. We recognize that there are many more tools that can be helpful for our business. We look forward to continuing working with Insightly, and we appreciate the request for feedback on how you can better serve your customer base.

Take good care of your stuff.

Software Version

Modules Used

Overall Satisfaction with Insightly