Item: Insightly
Rating: 9
Author: Verified User

Overall Satisfaction with Insightly

Use Cases and Deployment Scope

We use Insightly to enter all new leads that we find in the market. With multiple sales people, it helps to have a home base when you find a new lead to make sure another member of our sales team has not already contacted the lead. It is great to be able to use custom fields so we can define a lead and categorize them by our specific products.

Pros and Cons

Pros

Pull social data. I love that when I add a new lead into the system, it will provide social media links to those contacts. It helps to have that background data on who you are calling on.
Activity feed. On the main page of the site, you can see what everyone on the team is working on at a glance. As a VP of Sales, I like to see others progress at a glance.

Cons

Instant messaging. It would be great if there was a built in instant messaging feature so you could be more efficient in dealing with others on our team. We use another company for that, but would be much easier to have one system for everything.