Overall Satisfaction with Insightly
We use it for CRM, Project Management purposes. It allows me to quickly get a birds eye view of all the activity, documents, contracts, contractors, vendors, employees, salespeople and management.
- It gives me the ability to track my employees activities.
- It allows me to store a lot of information on each record.
- It makes my life easy because I can point to it as proof of my work.
- Storage is used up and I have to convert files using Google, then uploading.
- When you search a name in the search window, a pop up window blocks the first name listed.
- It makes me mad sometimes when it doesn't recognize duplicate entries and merge the data, so I have to go over several records several times and that wastes time.
- Centralized contact management
This is achieved in the main.
- Vilosophy
Less functionality, but we still use Insightly.