Insightly makes the contact relations management easy
March 13, 2018
Insightly makes the contact relations management easy
Score 9 out of 10
Vetted Review
Verified User
Software Version
Free
Modules Used
- Insightly iOS / Android Mobile App
- website
Overall Satisfaction with Insightly
Currently, as a regional director, Insightly is being used in my jurisdiction - possibly in others. We are amassing numerous contacts over a wide geography with various connection points that are open across time. Insightly puts it all together and gives me the power to know what is going on in a city. I can see all the connections and supports and collect interest for the future, stakeholders, and partners easily.
Pros
- Interconnections. The ability to link data threads from contact to contact, organization to organization.
- Email integration. The ease of adding an email to the CC line and trust that Insightly is tracking it is really helpful.
- Apps. I typically use the website from my office but I really appreciate having the app on my phone when I'm on the road.
Cons
- I honestly don't know at this point.
- Centralized contact management
I have one place that tracks contacts across time and geography. The centralized nature of Insightly helps our epps and flows within geographical pockets of our contacts.
Comments
Please log in to join the conversation