Item: Insightly
Rating: 8
Author: Miranda MacLean

Overall Satisfaction with Insightly

Use Cases and Deployment Scope

Use it to manage my client information and I also use the dashboards for reporting and as a means of tracking who is in my programs.

Pros and Cons

Pros

Generating Reports
Able to export contacts to generate emails
Manage contacts

Cons

Easier to use dashcards
Easier to generate graphs from reports
Easier to edit information and guides

Return on Investment

Able to share contacts
Organize reports
Organize stats

Usability

Fairly easy to use, track and see your targets, goals and metrics.

Integrated Platform Solution

Able to store information so everyone on Insightly can access it.

Alternatives Considered

Constant Contact

Didn't have the same way to generate reports and targets.

Key Insights

Do you think Insightly delivers good value for the price?

Not sure

Are you happy with Insightly's feature set?

Yes

Did Insightly live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Insightly go as expected?

I wasn't involved with the implementation phase

Would you buy Insightly again?

Yes

Other Software Used

Microsoft SharePoint, Zoom Workplace

Likelihood to Recommend

Better for sales, customer relations, managing client lists and keeping progress on targets. Less appropriate for large texts of descriptions.

Insightly Feature Ratings

Comments

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Good CRM tool

Software Version

Modules Used