We're a small team...
March 23, 2018
We're a small team...
Score 8 out of 10
Vetted Review
Verified User
Software Version
Free
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
Insightly was chosen as a replacement for Act. We're a team of 3, running a record label plus booking and promotion of a few bands. The primary user is not tech savvy. It hasn't been as intuitive for him as hoped, be we support him in getting things done.
- Visually clear contact records
- Flexible with tagging
- Ease of emails recorded to contacts
- The search feature has caused some challenges for the less tech savvy
- Input fields for contacts are limiting
- Historical tracking of previous employers for contacts
- Centralized contact management
It is centralized and shared. But we're not as strong as the platform given our structure. Our data is a mess.
- Act and Basecamp
We had used Act as installed software but wanted a shared solution, hence the change. Insightly's Google integration was a big plus.