Highly Recommended Software with Regular Updates!
April 14, 2018
Highly Recommended Software with Regular Updates!
Score 8 out of 10
Vetted Review
Verified User
Software Version
Professional
Overall Satisfaction with Insightly
Insightly is managed by our sales manager, who has access to the piplelines and opportunities for all our sales staff.
He can use this to make sure the company is uniform in its process and everyone is held accountable. It also allows us to see the stages of sales and see outstanding tasks should someone be ill and not be able to follow up appropriately
He can use this to make sure the company is uniform in its process and everyone is held accountable. It also allows us to see the stages of sales and see outstanding tasks should someone be ill and not be able to follow up appropriately
- Kanban management system.
- Ease of use
- Integration with other platforms such as Xero and Slack
- Best implementations were only recently added.
- Really annoying that you cant create a new organization when creating a new opportunity.
- Increased Sales
- Improved efficiency
- Centralized contact management
We definitely have improved in our uniformity, although it may be slightly clunky to create and allocate tasks.
Haven't used other CRMs.