What do you like best?
This product has allowed me to manage and get a clearer view of my organization’s sales. With Insightly, I can organize all the information of my client and sort them on different categories, allowing me to have a faster way to approach them when needed. Its project management tools are also amazing although it’s not a product which it’s directed that way, it makes a great job to keep track of the way a project is going and create a timeline that can be used to see all the milestones and tasks.
Insightly lets me manage multiple things in the same software, and it doesn’t get clogged up by too many features. My favorite feature is the calendar, which is highly intuitive and I can customize it whenever I want to fit my schedules, without duplicating events or causing mistakes that could lead to problems in my job.
The integration with Gmail is interactive and it’s easy to send emails and assign tasks to people, without leaving the app. I like how this software is designed to have all the data from my client stored in one place for me to be able to improve my customer engagement workflow.
What do you dislike?
I wish the customer service was more attentive and responsive. I would also like to see more done to the Gmail gadget!
Recommendations to others considering the product:
I believe that everyone needs to use a CRM to keep their work a lot more organized, and Insightly is such a great start for everyone. Training is even included when you start using it, which I love.
What problems are you solving with the product? What benefits have you realized?
I work with a lot of clients, at the same time, and on different projects and brands. That being said, it was important for me to find a software to fit my customers needs. Before this software, I was stuck in using spreadsheets for all my work which result in a bad done job that wasn’t flattering at all. Now, with Insightly I can have the information displayed in a cool way that is easy to search and look through, instead of taking lots of time to find something trivial in one of my spreadsheets. That is the main reason why Insightly works so well for me. Another reason is because I get access to other amazing tools such as project management features and integrations that I wouldn’t have if I didn’t use this software. My schedule was a mess before, too, and I’m glad that I get to have access to an incredible calendar that allows me to fit all my meetings into my schedule. It’s a product that ensures everything is well documented and stored.