Insightly keeps Minnesota Transitions in line.
March 12, 2018
Insightly keeps Minnesota Transitions in line.
Score 7 out of 10
Vetted Review
Verified User
Software Version
Free
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
At Minnesota Transitions we use Insightly first and foremost to organize our clients, both leads and contacts. We also use Insightly to keep track of the details and status of the projects we are working on. From there we can pair up our potential leads with a possible "project" we think may be a good fit. At Minnesota Transitions it is important to keep track of the clients we reach out to and with what information we provide them with, Insightly allows us to do that. We also use Insightly to track the progress of our transactions and document communication with our leads or clients. Overall, Insightly is a digital footprint that allows our entire company to know what is going on with any one of our clients, leads or projects on one program.
- Insightly allows you to customize various field and drop down menus allowing you to organize your contacts and leads very specifically.
- Insightly allows you to email a group of contacts easily and the email looks very personal, not like a mass marketing email.
- Insightly allows you to "tag" your contacts with even more specific information.
- Insightly allows you easily link contacts to projects.
- If you back out of an email you are drafting and return to it later, often the window resents and you loose the content of your email.
- If you change who you want the email to be coming from, after you have drafted the content, it resents the email content page and you loose what you've written.
- You can't add a PDF file to your signature block. It would be nice to have our company logo at the bottom of emails
- There is no customer service number to call. Sometimes it's nice to speak to an actual customer service person.
- Improved efficiency
Minnesota Transitions main goal is to ensure we never miss an opportunity to make a connection for a client and a business. We also want to ensure we never reach out to a client with information and forget to follow up. Insightly allows us to keep track of our communication with clients.