Great for small orgs or startups however mobile app is a bit weak
April 03, 2018
Great for small orgs or startups however mobile app is a bit weak
Score 10 out of 10
Vetted Review
Verified User
Software Version
Free
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
We use Insightly to manage the relationships with our partners, clients, and leads. It helps us keep track of contacts we've made and the history behind them, along with all the points of contact. We go to trade shows and visit retirement homes, long-term care facilities, and vendor partners, and we can manage all of these relationships within Insightly. It also allows us to coordinate between sales reps, should the need occur.
- Custom fields - This was a key consideration for using Insightly. We have different types of contacts that we wanted to manage, and various sub-categories within each of those contact categories. Custom fields were available with the free version of Insightly, which was ultimately what lead us to make the decision to go with their platform.
- Ease of Use - Insightly has been easy to use for myself and our team members, both in terms of the day to day use and customization.
- Capturing emails to contacts is easy, since we're able to simply BCC emails to Insightly and they're instantly associated with the appropriate sender and their organization.
- The biggest issue for us is the weak filters on the mobile app. When we're in the field, we'd like to be able to filter organizations by location so we can visit those organizations when we're in the area. It's the biggest weakness of the platform by far.
- Better integration with Gmail or other email providers would be welcome, as it would allow us to capture inbound emails from contacts. As it stands, we're only able to capture outbound email, which is really only half of what we need.
- Custom filters on the mobile app - Similar to the location filters, being able to create custom filters on the mobile app would be helpful. As it stands, we're able to filter by tag, which is better than nothing, but leaves something to be desired as it means managing additional tags instead of being able to filter by organization/contact attributes.
- Centralized contact management
We've achieved these outcomes to a very high degree, however the lack of filters on the mobile app seem to hamper our efforts gain full adoption by our teams. Team members still often choose to track contacts in other ways because of the limitations in Insightly's mobile app and the ability to filter contacts and organizations.