A great CRM tool - to help all internal teams be informed and knowledgeable
August 10, 2022
A great CRM tool - to help all internal teams be informed and knowledgeable
Score 9 out of 10
Vetted Review
Verified User
Software Version
Plus
Overall Satisfaction with Insightly
We use Insightly as our CRM tool – both for tracking new business sales leads as well as documenting all information related to our current clients. We also use it to track all projects and refer tasks to internal departments for provisioning, invoicing and reporting. It's our main location to house client-specific information, and multiple departments access and use it.
- It's great as a central place to house customer information, where all internal teams can access it.
- I like that you can save Activity Sets for repeatable task sets that are needed in different project types.
- Insightly has so many more features and custom reporting that I personally have not used; it is great because as our company has evolved, so have the ways we use the tool.
- My main concerns are with the "small" things, such as if I link a Project to an Organization, and then I create a task under the Project, it doesn't also automatically link to the organization.
- When I open an Org or Project tab after a search, it only takes up less than half of my page. Not sure how to make it show as full page.
- When I save the width of a column on the Relate or Activity tabs (so that I can read the full title for instance), it does not hold that size the next time I return to that view. I have to re-size it each time.
- Has helped us work more as a team, where everyone has access to information, instead of it getting lost in individuals' email. Thus we've been more informed and organized in working with our clients.
As mentioned before, has really helped with managing customer data across internal groups.
Do you think Insightly delivers good value for the price?
Yes
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