Overall Satisfaction with Insightly
We have three employees. Two of us use Insightly. We use it for two purposes: to keep all of our customer contact data and to record our client interactions.
- We use the Gmail widget to easily save emails from clients.
- You can easily select a specific client from the search bar on their website.
- The Gmail widget doesn't always load.
- It seems like I have to merge contacts that the system should know are the same.
I did a lot of research 5 years ago. We picked Insightly. We were using the free version. When we ran into the data cap, we looked again and decided not to migrate our data and instead started paying for the service. It works fine. We are happy.
Insightly Feature Ratings
Using Insightly
2 - We use Insightly to meet compliance requirements to store client interactions across our business. It allows us to combine interactions into one place for review and storage. It integrates into our gmail interface so that it is easy to use. It is the one place we need to look to see what we have been saying to clients. It keeps us all in the loop.
1 - As with all CRM software, if you put garbage in, you will get garbage out. We are a small firm, so we don't have a lot of data in there, but it does take at least one person to make sure that what is put in, is linked to the right clients.
- Meets our compliance requirements
- Keeps all of our client communication in one place
- Keeps all employees up to date on what is going on with each client.
- We really like the way that it is integrated into Gmail
- It is quick and easy to save emails
- We need to expand our usage to track our new leads
- We could use it to determine who is more effectively communicating with clients