Useful for small businesses and solopreneurs.
March 09, 2018
Useful for small businesses and solopreneurs.
Score 10 out of 10
Vetted Review
Verified User
Software Version
Free
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
I'm a solopreneur. Insightly lets me manage my clients and projects, including staying on top of when it's time to reconnect with past clients. In particular, I use the task function for follow-up reminders, whether it's for things I need to do or when it's time to gently 'remind' clients of things they accepted responsibility for.
Pros
- Unlike some other CRMs, Insightly makes it possible to connect an individual to more than one organization. This is particularly useful because board members of nonprofit organizations are often also on the board of other organizations, and are also employees of organizations. Insightly lets me link to all of them.
- Insightly also lets me add another organization into the mix, as when I'm the primary contact for a client, but the client is in reality the client of the organization for which I'm a subcontractor. All of these relationships are possible to track in Insightly.
Cons
- Having difficulty transferring over the Insightly account to my Google account because my Insightly account was set up with a different Google account. Now, my understanding is that if I try to connect my Insightly account to my active Google account, I'll lose all the data and contacts in my Insightly account.
- I can't add a new contact by just putting the person's name into the contact for a new project. I have to get out of the project, go to 'add new contact' then go back to the project and put in the person's name to link to them. That should happen automatically.
- Improved efficiency
Still working on using all the bells and whistles, but it has definitely made me more efficient in following up with leads.
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