Item: Insightly
Rating: 9
Author: T. Phillip Boggess, J.D.

Use Cases and Deployment Scope

I use three Insightly accounts. My first is for my financial services....second is a law firm. It works for me because it contains the contact information, puts in different tasks and meetings. I like how it syncs with my phone and computer so I don't have to log in to check my calendar. I also have it programmed out to list the tasks required or potentially required in a transaction/situation. This helps ensure I don't miss a step along the way. My last account I recently started because I wanted to keep the networking people separate. I haven't really used it much for that, but It would be used in a similar way to manage data, notes, and meetings.

Pros and Cons

Permits me to label the people to sort for different reasons
Add steps and a workflow of things
Retains the data needed to access when connecting with the contact

I wish I would have a two-way sync with my iCal rather than just a subscription
I preferred the old layout before the update as many of my contacts are individuals and not businesses with contact people
Be able to add a new company by entering it into the company field on the individual rather than having to first create a company and then link them