Insightly for Small Business is a winner!
March 06, 2018
Insightly for Small Business is a winner!
Score 9 out of 10
Vetted Review
Verified User
Software Version
Free
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
I own an IT company and I use it to keep track of sales opportunities through the sales process. Once a sale converts to a project, I keep track of all tasks with Insightly as well through the development process.
- Task Sync to Google Calendar. This is especially strong and helps to keep a daily agenda on point for me.
- Task notifications. This helps me keep on point as it keeps me locked into my timeline of development. I'm extremely busy, so having this reminder system on my phone and in emails is helpful.
- Notes: I love the notes feature, which helps keep my projects well organized for others that might step into them. I stopped using Google Keep once I got a handle on Notes in Insightly.
- Linking. When I link a company to a project, it should bring up a screen or balloon to select which members of the company you want to link. Instead, you have to link each individually. Using the integration into GMail, this is a very repetitive function.
- Gmail integration. For the most part this works, but it's clunky and not very streamlined at all. Too many clicks and links to add each email to a particular project, organization or contact. When a contact email is part of a project, it should automatically be recorded to that project without any user intervention required.
- The sales forecasting is, like with most CRMs, easily manipulated and nothing more than guessing.
- Streamlined business processes
I would say we have. We work as a lot tighter ship than we ever did before we started using Insightly.
It's far better than the others that I've tried, and I've tried them all. The last three I used, Goldmine, Zoho and FreeCRM, all had holes in their capability or enormous overhead cost that wasn't worthwhile for our level of business. With Insightly, we can have a better grasp on our operation without breaking the bank to get there. It's allowing us to grow.