Insightly is well organized for what I do as an Appliance dealer- relationships were never easier to keep track of!
I have been using this app for about three years. I am very happy that they continue to develop more features. Granted, I am not a large company, so many of the improvements are not something I need. However, it is important that they continue to try to make this app more friendly and capable. I would recommend this to a sole practitioner who needs to keep a large number of clients and prospects in control. I make notes of what I said and what he said. I email through this app, or I attach the email during the process of sending the email using my gmail account. The more I use it, the more I depend on it. I use the mobile app to record meetings after they take place. When I am sitting in my car, before I move to the next appt or to home, I record the most important aspects of the meeting. Buy it.
The app has potential but I think is missing a few key features. When importing contacts search for specific contacts will be imported instead of having to scroll through an entire list. When doing a mass Imports a lot of the organization's I had attached to my contacts didn't come through. Import the contacts one at a time the companies they work for show up. If I make an update to my contacts in my address book and then we imported in, the contact duplicates instead of updates. Something in the system that could recognize duplicates, or ask to merge certain contacts would be ideal. In fact I'd rather keep my contact list on the phone I have it sync rahter having to push it up each time. The same thing with Google Calendar, I would like to keep my events on the Google side but be able to add events from the app or the website be able to see the calendar through it. Basically I'm not asking insightly to store my company data as much as help me manage and organize it.
Ok app. Problems that need addressing, 1. Need to be able to automatically sync and update contacts on phone tied to a specific account. 2.need to be able to select which page to open to, very rarely do I want open tasks first almost always I'm looking up a contact to update. 3. Clean up search algorithms
I use insightly CRM for my small business and I find it very easy to work with and have also costumized for my needs with ease. The mobile app is also good and I can basically manage with it outside the office, without a laptop. The great aspect of Insightly is that the platform is constantly improving with more integrations, features and ease of use.
Fantastic CRM for our small, rapidly growing business. We love the customization it allows us and it helps us keep track of our enormous list of tasks, contacts and organizations, and our ongoing projects, in an organized manner. The one thing it is missing, is the ability to integrate our financial software, but we are hoping insightly will incorporate that soon.
We're getting a little pushy in this release. That's a good thing for mobile.
• Push notifications aren't just for reminders anymore. Get notifications for new assignments and updates for records you're following.
• Where's the updated record? Right there in a centralized notification list!
• Import your contacts from your device's address book!
• Filter tasks by start date, and opportunities by pipeline and stage.
• Updated image capture for business card scanning and file attachments.
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