Insightly a great offering, Easy to use - Easy to import lists
November 27, 2018
Insightly a great offering, Easy to use - Easy to import lists
Score 10 out of 10
Vetted Review
Verified User
Software Version
Plus
Overall Satisfaction with Insightly
It makes it so much easier to assign tasks to my employees. I always prefer to have tasks written down to verbal tasks, so this program helps so much in that aspect. I also really like the clean, efficient look to this program. It makes it very easy to use and is not as cluttered as other similar programs. I loved the training videos that helped my employees learn the ins and outs of the program. The fact that there is tech support readily available is also a plus. I hate having only email or only phone support available, but Insightly has both!
- Total contact management software that include picture of person.
- Great training videos to guide all level of users.
- Wonderful opportunity to scale the software as the company grows from startup to height unknown.
- CRM and project management together in the same application.
- Can't send HTML emails from within Insightly.
- Responsive customer service that doesn't seem well informed to deal with anything beyond the most basic of questions.
Insightly offer a service that integrates customer relationship with project management in mobile and social platforms. other reason is that Insightly has a good selection of pricing tiers to cater just what your organization and system requires. A free 14-day trial is available so you can try all the advanced features in the Professional Plans. After the trial is over, you may choose to cancel, upgrade, or downgrade to a completely free plan.