Item: Insightly
Rating: 10
Author: Penny Henon

Use Cases and Deployment Scope

I keep track of bids our department submits for various construction projects. Insightly let's me input multiple bids for the same project with different scopes of work. It also allows me to change the status of any project right on the opportunities home page without having to actually open the opportunity itself.

Pros and Cons

Easily change the status of any project
Easily allows multiple bids for the same project but different scopes
The ease of setting up and finding previous opportunities so I don't have to hunt through other department's projects.

I honestly can't think of anything with regard to what I use it for.

Return on Investment

I am able to easily report to my director the current bids and projects won as well as lost.

Usability

I was skeptical of using any CRM but Insightly
is extremely easy to use once I learned the layout, the demo video helped
tremendously. I have multiple bids for the same project that I must keep track
of and it's easy to do so. I love how I can change the status of any project
right from my opportunities page. I really like this CRM, it has made reporting
of jobs bid and jobs won extremely easy. I highly recommend it!

Integrated Platform Solution

Our CFO and CEO are able to view all department pipelines and to determine what departments are meeting goals and which ones might be struggling. Insightly gives each employee the ability to add deliverable dates directly to projects thus alleviating the need to track down dates and information. Being able to add emails to projects makes it very easy to see if there are any project issues that were addressed.

Alternatives Considered

I have not used any other CRM products.

Key Insights

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?

Yes

Did implementation of Insightly go as expected?

Yes

Would you buy Insightly again?

Yes

Likelihood to Recommend

I can only speak to the projects that I use Insightly for: I can keep track of multiple scopes of work for the same construction project. It allows me to convert opportunities to projects easily. It also allows me to input deliverable dates and status changes easily. I love how I am able to easily see where each project is in the completion process.

Insightly Makes My Life Easier!

Software Version

Overall Satisfaction with Insightly