Insightly Adds Value to Your Workforce

For a certain age group, many of them cannot let go the post it note. Teaching an old dog new tricks is sometimes harder than the job itself. While many of us are excited with options and new and faster ways, there are those who will not give it a try. They refuse to put in the time even though it would save them time in the long run.

Insightly is well suited for a small to mid-size company. Before purchasing Insightly, we have used a couple other "big brand" CRMs and it was not useful because it was too extensive and a lot went to waste. Another program we use is QuickBooks Online. Insightly is not an accounting program. It does not send out invoices or keep track of paid bills. But, Insightly can show the same information but in a different context. For us, we use Insightly to store all of our Quickbooks transactions and job profiles. While Quickbooks Onlne keeps track of Profit and Losses, Insightly does that AND shows another level of our company which is our marketing and community outreach.