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
What is your role with this product?
How long have you been using this product?
Less than 1 year
What is your company size?
1-10 Employees
What is your industry?
Accounting
How many people in your company actively use this product?
just me
How long is your contract with the vendor?
1 year
EU Office: 1 Agios Georgios Street, 7600 , Athienou, Larnaca, Cyprus
US Office: 120 St James Ave Floor 6, Boston, MA 02116
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