Insightly - let it bring you into the LIGHT!
April 10, 2018
Insightly - let it bring you into the LIGHT!
Score 8 out of 10
Vetted Review
Verified User
Software Version
Basic
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
We are a small non-profit organization and I have been implementing Insightly for use as a CRM as well as a process flow. I have on-boarded our Founder and Executive Director and I have been trying to get them to see the potential time saving and client assistance Insightly can be. The problems Insightly can address is the phases of our program from proposal to final invoice. I believe that the potential of Insightly is completely underutilized within our organization but it is due to the lack of knowledge of some of our team members.
Pros
- Within GMAIL - the sidebar is an amazing tool and has so much potential!
- Within GMAIL - so save into Insightly and link is very very helpful
- Insightly's search is very good
- Being able to tag the contact is helpful
- The corroboration with Mailchimp is awesome
Cons
- Within Opportunities and Projects: EMAILING clients!
- Deleting Activity Sets
- Allowing more bcc's and cc's within Insightly emailing
- Streamlined business processes
In order for processes to be streamlined - all of the players must be on board and right now it is hard to get them all to see the potential - especially if it seems as if there is more work to be done by each person to get it to where we want it to be.
Comments
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