Insightly, where have you been all my (work) life?
March 14, 2018
Insightly, where have you been all my (work) life?
Score 7 out of 10
Vetted Review
Verified User
Software Version
Free
Modules Used
- Insightly iOS / Android Mobile App
- Browser based
Overall Satisfaction with Insightly
We are a self -employed couple, with a number of income streams, some involving personal services, some involving sales. We use Insightly for all the businesses, to organize our database of current and potential client contacts, emails and notes, and to manage calendars, tasks and events.
- Email and task integration - excellent at matching and providing easy access to forwarded emails and tasks
- Efficient use of screen space - the various "modules" you're looking for (e.g. notes, emails, tasks) are all accessible from the main contact screen on the browser version (not so much on the mobile version, but screen space is tight, so I get it)
- Easy and straightforward organizational and contact entry
- Relatively easy to get started with - pretty intuitive, particularly if you're familiar with CRM programs
- Records carry a premium on Insightly, the free version limits the number of records, and in paid versions I believe you also pay for number of records. Unfortunately, a "record" in Insightly is every field - every first name is a record, every last name is a record, etc., so you can burn through your records allotment quickly.
- I'm not fond of the app version for anything other than data lookup - it takes multiple screens oftentimes to find what you need, but again, screen space is limited on smartphones so I get it.
- There are probably good and logical reasons why tasks can't be assigned across multiple users, but there are times when it would be more convenient than bouncing a task back and forth.
- Improved efficiency
- Centralized contact management
I've mentioned efficiency and organization previously, and using Insightly's records management functions has allowed us to greatly increase the number of contacts we can manage - more potentials, more conversions! In retrospect, it is extraordinary how much time we wasted "trying" to keep customer contacts and tasks organized, or retrieving a piece of information or email.
We actually do also use Bitrix, as we ran out of records in Insightly. Bitrix24 is very comprehensive, but not nearly as well-integrated (particular problems with email). We did look at a couple of others whose names escape me, but not very seriously, as no other product we saw had the features Insightly had in the free version.