Us and Insightly
March 26, 2018
Us and Insightly
Score 7 out of 10
Vetted Review
Verified User
Software Version
Plus
Overall Satisfaction with Insightly
Insightly is our main CRM system and is used daily!
I do a daily entry of opportunities, projects, contacts, organizations, and reports! Setups Reminders, Tasks and add notes!
From generated reports, I do extract and create an internal back-costing on the WIP, or completed projects!
Problems: I am not so sure if the company has purchased all the relevant packages that can support our day to day reporting and back costing, but if they did I would say that this is the Issue of Insightly! Need additional program to manage all the back costing!
I do a daily entry of opportunities, projects, contacts, organizations, and reports! Setups Reminders, Tasks and add notes!
From generated reports, I do extract and create an internal back-costing on the WIP, or completed projects!
Problems: I am not so sure if the company has purchased all the relevant packages that can support our day to day reporting and back costing, but if they did I would say that this is the Issue of Insightly! Need additional program to manage all the back costing!
- Affordable CRM
- Easy to use
- More options on reports! More details on individual projects, e.g. details on COGS!
- More details on people changing data in the projects, e.g. if $ value is changed from someone other than me, there is no way to find who did it!
- Reduced number of meetings
As we are a national company, we have 5 offices in different states! With Insightly we reduced the number of meetings within the organization and sometimes clients.
HubSpot CRM has a more friendly interface and colleagues prefer to work with, but Insightly is more business-like, gives more options and cheaper!