I enjoy Insightly.
March 12, 2018
I enjoy Insightly.
Score 9 out of 10
Vetted Review
Verified User
Software Version
Professional
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
It is being used across the organization. However, it is only be used currently by 3 employees. We are trying to implement it across the board, where each employee can use it correctly after receiving the correct training.
It helps us at CellArt keep track of all opportunities, collect database information of all our clients from the second they call and it also helps us determine which products are ongoing.
It helps us at CellArt keep track of all opportunities, collect database information of all our clients from the second they call and it also helps us determine which products are ongoing.
- Easy to enter contact information. Very useful when you are on the phone with the client at the same time and want to enter their contact information immediately.
- Pick up when information is duplicated, which allows me to not have useless information entered in Insightly.
- Love the training programs that are offered.
- The overall format of Insightly should be modernized. The website could be more user-friendly.
- Difference between opportunities and projects is not clear.
- I saw that there used to be an Insightly University... can no longer find it on the internet.
- Centralized contact management
I want everyone to be able to use this platform. We are still not there yet... There should be a written training guide that can be given to all employees through Insightly.
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Helps me to manage all social media platforms through 1 database (I do not have to log in to each social media account to schedule posts).