Almost Awesome.
March 21, 2018
Almost Awesome.
Score 8 out of 10
Vetted Review
Verified User
Software Version
Basic
Modules Used
- Insightly iOS / Android Mobile App
- Browser
Overall Satisfaction with Insightly
We try to use it with everyone. Some sales, convert jobs to projects, etc. We make it available for everyone including our drivers so they have access to all of our contacts as needed.
- Organize tasks with employees
- Organizing Contacts
- Setting up the process for operations and accountability
- Needs more links available for items in calendar. It should also prompt to delete an event that is linked to an opportunity or project.
- Needs to have better custom-ability of default viewing for user
- Needs to have better "anchoring" and remembering when user moves back and forth pages/views
- Would be WAAAAAY better if it had a built in mail-client software. I don't want to use an outside program. It would be great if it just had it's own as an option.
- Improved efficiency
- Centralized contact management
- Streamlined business processes