INdightly is in my DNA
February 22, 2018
INdightly is in my DNA
Score 10 out of 10
Vetted Review
Verified User
Software Version
Plus
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
Insightly has become a part of my DNA. I use it every day. I have multiple businesses that have different sales funnels and sales processes and Insightly helps me track all of that in one place.
- I can track my leads and track them by their group.
- The ability to have emails in one place for me to see a record of how projects are moving forward is particularly helpful.
- I also like the tasks option so I don't forget what I am supposed to do and when. The function of setting a task that fits my calendar is VERY helpful. For example, Call So and So at 10:30 next Thursday means at 10:30 I have scheduled office time for sales follow up. Getting a task reminder while I'm at another meeting can be distracting and scheduling a specific time for tasks is very helpful.
- There needs to be a cleaner way to manage data and contacts and leads. Being able to have all my contacts in alpha order as I want them (last name, first name, organization name, etc.) would be so helpful.
- Improved efficiency
Having all my files and projects and emails in one place is a major benefit.
It was "bulky" and didn't allow functionality. I started using Insightly because it was free.