Insight into our recovery program.
Updated April 19, 2024
Insight into our recovery program.
Score 10 out of 10
Vetted Review
Verified User
Software Version
Professional
Overall Satisfaction with Insightly
I supervise a program that makes follow up calls to persons leaving residential treatment for substance use disorder.
As our clients discharge, they sign a consent to contact. We enter them into the 'pipeline' as new 'Leads" and after they complete the initial survey they are converted to an "opportunity". We are able to track them through Insightly. We are able to add notes about each contact call made to keep a record of our contacts with them. It has been extremely useful for our program. The initial set up of the program went smoothly and we have been happy with the tech support. If there was an organization who wished to set up a program like ours I would definitely recommend Insightly. This have made our program a success from the documentation to the monthly reports and the ability to work with all the data elements.
As our clients discharge, they sign a consent to contact. We enter them into the 'pipeline' as new 'Leads" and after they complete the initial survey they are converted to an "opportunity". We are able to track them through Insightly. We are able to add notes about each contact call made to keep a record of our contacts with them. It has been extremely useful for our program. The initial set up of the program went smoothly and we have been happy with the tech support. If there was an organization who wished to set up a program like ours I would definitely recommend Insightly. This have made our program a success from the documentation to the monthly reports and the ability to work with all the data elements.
Pros
- Ease of entering new people into the system and tracking them.
- Ability to have data summaries at our fingertips.
- The helpful Insightly staff we have interacted with through customer service and technical support.
Cons
- The ability to ensure people listed as contacts are integrated into the 'leads' or opportunities.
- This is difficult for me because there are so many ways to utilize this program.
- My only other comment is that I need to learn more!
- The product works very well for our organization
- The price of the program has met our expectation financially
- Our reporting ability has been outstanding
The ability we have to follow up with people and set up follow up dates with them works very well for us.
We have tried to use Google docs and spread sheets to track our information unsuccessfully
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
Insightly Feature Ratings
Using Insightly
3 - Everyone that uses Insightly are working on communications with client who have recently been discharged from substance use residential treatment. We utilize this platform to 'track' our contacts with each of them.
1 - One person does the support for this platform.
- Client tracking
- Client notes
- Data collection
- We use it to keep tack of clients progress in thier recovery
- Not sure.
Evaluating Insightly and Competitors
- Ease of Use
We needed to find something that would work for us with the information we needed to collect.
Insightly Implementation
- Implemented in-house
- Population all the data that needed to be collected to fit our needs was the most time consuming.
Insightly Training
Insightly Support
Pros | Cons |
---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response | None |
Yes. We purchased the extra support because our needs are ever changing.
Yes. When we first purchased the product, we had a guy that spent a lot of time with us. He helped us set up the system tobe able to fit our needs. He was great! Very patient and spent a good amount of time with us.
Using Insightly
Pros | Cons |
---|---|
Like to use Relatively simple Easy to use Well integrated Consistent Quick to learn Feel confident using | Requires technical support |
- The ability to keep track of our clients and schedule our next contacts with them.
- The data tracker is very simple
- Sometimes generating reports has been difficult to learn.
- In our situation, we needed more space for client notes.
Comments
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