Great overall system, highly recommended!!
December 14, 2022
Great overall system, highly recommended!!
Score 10 out of 10
Vetted Review
Verified User
Software Version
Enterprise
Overall Satisfaction with Insightly
I use I slightly daily at work. We are a provider relations and case management company. I use it in my role to chart on practice meetings, keep track of tasks I need to complete, and track and run reports on my work. It is a great, easy to use system and I was able to learn how to use it very quickly. Everyone I work with loves using it! I would highly recommend this to anyone!!
- Ease of use
- Great ways to track tasks, run reports
- Love using to chart my practice meetings
- Make linking emails more easy
- Make all boxes have unlimited characters
- Easy to use for opportunities
- Easy to use for tasks for practice
And Saili has greatly helped me in creating focus notes for my practice meetings, tracking engagement with my practices, looking at open opportunities and projects, running reports with ease, entering useful information about my practices, and the people that work there, and overall it is just a great system to use, and is very easy and straightforward to use I would highly recommend it to anyone.
I feel like Insightly is way easier to use than other similar systems. I’ve used in the past and would highly recommend it to anyone that is needing this for charting, tracking, entering provider, relations, data, running reports on different quality assurance and quality improvement strategies. It is also useful to track projects and opportunities, meetings, emails between my practices and I, and his overall just a really great system.
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