Insightly

PROS & CONS

What are the best aspects of this product?

Our sales, project managers and accounting team are all in one place and on the same page with our clients. We don’t need to lose time in sharing mails anymore. Insightly helps us to make easy transition of opportunities to projects. We can even link emails and add contract for each project. We are using the tag features to distinguish projects and we are able to assign owners as well.

What aspects are problematic or could work better?

They need to improve their integration with Quickbooks, because the connection is not stable at all. Also, we have to revert contracts back to project managers instead of having an easy access via mobile device. The feature for reporting is good, but when clients sign multiple contracts or even duration of the client lifecycle the long-term profiles cannot be found. Also, there is a delay when we try to link accounts or contacts to other companies.

What specific problems in your company were solved by this product?

Insightly helps us to improve the connection between our departments. Our clients have feeling like every employee in the organization has the same understanding about their needs.

Are you a current user of this product?

Yes

PROS & CONS

What are the best aspects of this product?

Insightly caters perfectly to our business needs. It is well-designed and is highly customizable. It enables us to effectively manage all our business relations.

What aspects are problematic or could work better?

I have had no problems with using Insightly, so far. On the contrary, I am happy with the product itself as well as with their customer service. Insightly is user-friendly and comes with a lot of functionalities. They have an awesome support team that promptly attends to our queries.

What specific problems in your company were solved by this product?

Insightly functions as both a CRM and a project management tool. It is packed with a lot of awesome features, integrates well with other social media platforms, and provides a way to reach our customers easily.

Are you a current user of this product?

No

PROS & CONS

What are the best aspects of this product?

Insightly is a really amazing software that provides us with contact integration, side bar extension and integration with Gmail. We are able to create tasks, projects, activity sets, we can even manage our client’s relationships and we can develop systematic courses of action so we can attract new clients. Great CRM tool that helps in every management department. We are able to keep track of our client relationship via Leads to Opportunities and Customer tools.

What aspects are problematic or could work better?

In my opinion, they need to improve their integration with Outlook and to increase the functionality in Gmail side bar.

What specific problems in your company were solved by this product?

We are using it to manage our existing client relationship, to perform tasks and to maintain a consistent and accurate contact list. Our sales team use this app to track leads and opportunities.

Are you a current user of this product?

Yes

PROS & CONS

What are the best aspects of this product?

Insightly is a CRM tool that can be integrated with several social media platforms. It is a reliable solution for customer engagement, project management, and data storage. I highly value my relationship with my clients and this tool helped me gain insights on how to serve them better.

What aspects are problematic or could work better?

It took some time for me to be fully acquainted with all of Insightly’s features. I have had a very good experience using it so far, but I would like it better if I can use it to send HTML emails.

What specific problems in your company were solved by this product?

This CRM tool is cost-friendly and is perfect for medium-sized businesses. It has helped me create quotes more efficiently. It is also easily accessible from a mobile device. Overall, I could say that I am extremely satisfied with Insightly.

Are you a current user of this product?

No

PROS & CONS

What are the best aspects of this product?

Insightly empowers you with a better understanding of your business. Several tasks can be performed with this tool. It comes handy for storing and organizing data, scheduling and tracking events, and managing projects at large. I find its calendar and Gmail integration features to be particularly useful.

What aspects are problematic or could work better?

I would have a better experience with using Insightly if their customer service would improve. It would also be nice if they could add more functionalities to their Gmail integration feature.

What specific problems in your company were solved by this product?

With this tool, I can provide better service to my clients. It allows me to store and get easy access to my data. In addition, it gives me the benefit of having several integrations that I have not had the privilege of trying before. It helps me become more organized and deliver quality outcomes.

Are you a current user of this product?

No