Insightly: An Analysis
Additionally, Insightly automatically saves contact information from email correspondence, mailing lists, Web forms and other sources of data.
Project management. One feature small business owners loved most about Insightly is its project management capability. They said the software helps them save time by providing an automated, one-stop shop for managing tasks, events and projects, eliminating the need to use multiple solutions.
Project management features include task, pipeline and email tracking; detailed project reporting (such as daily progress reports); automatic deadline reminders via email; and the ability to create and measure milestones. It is also possible to link projects to contacts and team members for fast, easy reference. …show more content…
Insightly's customer service reps were described as responsive and eager to help (unlike other CRM vendors’ reps who are often pushing for a sale rather than helping a customer). Furthermore, unlike many CRM software products, Insightly's contact information can be easily found throughout the company's website. There are also several ways to get a hold of a real, live person at Insightly: email the company at sales@insightly.com, submit a help ticket, fill out a contact form for a call back within 24 hours or call the company directly using its toll-free number. If users need help getting started with and using Insightly, the company also offers a Getting Started Guide, recorded and live webinars, tutorial videos, and on online knowledge base at the Insightly Resources page. Limitations
According to several small business owners, reporting capabilities is one major limitation with the software. Users said that there are a very limited number of customizable reports. While other CRM software products let you run reports using all types of categories and metrics, Insightly's reporting tools are centered on opportunities and pipelines. Some business owners said they would like to be able to run customizable reports on projects, tasks, events, clients and other functions of the software. Here are the nine types of reports that Insightly offers:
Opportunity category breakdown. …show more content…
Identify your top performers, such as who closed the most opportunities and who generated the most revenue for your business.
Opportunities by organization. See which clients are giving you the most revenue and opportunities. These can be filtered by pipeline, opportunity, tags and other categories.
Opportunities custom field report. Create opportunity reports based on user-set fields.
Total incoming opportunities. Determine how many opportunities a team generated for a certain time period, for instance, on a monthly basis for the last year.
Value of opportunities won. Discover who the most and least successful members of your sales team are based on opportunities and total revenue at any given time period.
Completed tasks and events. Measure team's productivity. Find out who completed the most tasks at a given period; which clients, projects and opportunities resulted in the most calls, emails and meetings — and which took the most work and time; whether tasks were completed by deadline; and much more. For many businesses, these nine reports are likely more than enough. But if there is a need for more data than these — or more customizable reports — Insightly may not be the CRM software for Q-loc
Project management. One feature small business owners loved most about Insightly is its project management capability. They said the software helps them save time by providing an automated, one-stop shop for managing tasks, events and projects, eliminating the need to use multiple solutions.
Project management features include task, pipeline and email tracking; detailed project reporting (such as daily progress reports); automatic deadline reminders via email; and the ability to create and measure milestones. It is also possible to link projects to contacts and team members for fast, easy reference. …show more content…
Insightly's customer service reps were described as responsive and eager to help (unlike other CRM vendors’ reps who are often pushing for a sale rather than helping a customer). Furthermore, unlike many CRM software products, Insightly's contact information can be easily found throughout the company's website. There are also several ways to get a hold of a real, live person at Insightly: email the company at sales@insightly.com, submit a help ticket, fill out a contact form for a call back within 24 hours or call the company directly using its toll-free number. If users need help getting started with and using Insightly, the company also offers a Getting Started Guide, recorded and live webinars, tutorial videos, and on online knowledge base at the Insightly Resources page. Limitations
According to several small business owners, reporting capabilities is one major limitation with the software. Users said that there are a very limited number of customizable reports. While other CRM software products let you run reports using all types of categories and metrics, Insightly's reporting tools are centered on opportunities and pipelines. Some business owners said they would like to be able to run customizable reports on projects, tasks, events, clients and other functions of the software. Here are the nine types of reports that Insightly offers:
Opportunity category breakdown. …show more content…
Identify your top performers, such as who closed the most opportunities and who generated the most revenue for your business.
Opportunities by organization. See which clients are giving you the most revenue and opportunities. These can be filtered by pipeline, opportunity, tags and other categories.
Opportunities custom field report. Create opportunity reports based on user-set fields.
Total incoming opportunities. Determine how many opportunities a team generated for a certain time period, for instance, on a monthly basis for the last year.
Value of opportunities won. Discover who the most and least successful members of your sales team are based on opportunities and total revenue at any given time period.
Completed tasks and events. Measure team's productivity. Find out who completed the most tasks at a given period; which clients, projects and opportunities resulted in the most calls, emails and meetings — and which took the most work and time; whether tasks were completed by deadline; and much more. For many businesses, these nine reports are likely more than enough. But if there is a need for more data than these — or more customizable reports — Insightly may not be the CRM software for Q-loc