Usability of Insightly
March 10, 2023
Usability of Insightly
Score 10 out of 10
Vetted Review
Verified User
Software Version
Enterprise
Overall Satisfaction with Insightly
Insightly is integral to my job function on a day to day basis. In the solar industry, installation projects have a very large scope of work. Without something to aggregate and sort data in an accessible manner, my job would be chaos. I wouldn't be able to be productive in any kind of efficient manner, and that in a sales environment means less money!
If I had to sort everything using spreadsheets, probably half of my day would end up being admin work. I'd never be able to actually perform the job that I've been hired to do.
Insightly lets us keep everything neatly compartmentalized, so that I can quickly grab any info I need on a project and relay that information over to a customer, or coordinate with others within the business.
If I had to sort everything using spreadsheets, probably half of my day would end up being admin work. I'd never be able to actually perform the job that I've been hired to do.
Insightly lets us keep everything neatly compartmentalized, so that I can quickly grab any info I need on a project and relay that information over to a customer, or coordinate with others within the business.
- Keeps track of my leads, opportunities, and projects.
- Configurable and customizable to our specific business model.
- Lends visibility to people who need it.
- User interface could be polished a bit, looks a bit rough as of now.
- Lead conversion is better because of better tracking of lead to opportunity.
Everything on my dashboard is neatly organized, giving me all the necessary and crucial information that I need on a daily basis. I can access information that I need to keep in mind quickly and easily, streamlining my workflow. Having this is essential to my work on a daily basis.
Salesforce was always confusing to use, and quite a mess. Companies that I worked at in the past had to invest a significant amount of time creating a Salesforce portal or skin to actually make it usable by the sales representatives. Even then, integration was always a bit dicey. I prefer insightly.
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