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Contactually turns your contacts into relationships, all over email. We know when you email a new lead and reveal what we previously know on him. We p... Learn More
Connect Unlimited Email Accounts
Social Network Integration
Bulk Messaging (up To 50 Per Day)
Various App Integrations
Customizable Email Templates
Team Contact Sharing
Bulk Messaging (Up To 300 Per Day)
Article + Content Sharing
Programs For Scheduled Workflows
Pipelines For Sales Tracking
Quickbooks Online Integration
Google Contact and Calendar Sync
Microsoft Exchange Calendar Sync
100 GB Storage
50,000 Rows File Import Limit
400 Custom Fields
Priority Email Support
Personalized Onboarding Sessions
Unlimited Team Members
Files: 20 GB storage
Awesome product that help me get my daily stuff done for work. merges salesforce, outlook, gmail, linkedin and facebook data. Makes it easy to stay in touch with people and help me manage my activities and my customer's needs.
I first learned about Insightly in researching CRMs for the furniture company, I was heading up marketing and assisting training new sales reps. Teaching old dogs new tricks is no simple task in sales and furniture sales, it's even more apparent. Most seasoned sales reps are anti-computer, so I needed a CRM that was easy to use and simple to reference. Insightly did the trick. I tried several before landing on Insightly. Some have more features but added complications that frustrated my test subjects. Our sales team needed a simple solution to capture customer info and the products they were interested in. The integration with our Gmail powered email service was the biggest selling point. I added it to our account, and everyone was able to add emails sent to the customer directly into the captured customer info in Insightly, so if that rep was to leave, I could reassign that lead to another rep. This came in handy and keeping the customer happy and making the transition to another sales rep seamless. I do wish the follow-up process was more hands off but for the price, it's worth that step's absence. Plus, your sales team should be reviewing their leads on a daily basis anyways, right? You can even test out Insightly with three free accounts and most of the features for free. I think that's pretty awesome as most companies don't let you use it without harassing you mercilessly until you decide to keep it or pass. I used Insightly for 2 months before handing off to the team of 300+ sales reps. And they liked it As with any new procedure, there is some training involved. But sales reps who are organized can see the benefits and adapt rather quickly. I was really surprised at how easy it was to get them to use it. I normally had to fight everyone to get them to use it. But that Google App integration puts it just a click away when anyone within the company was browsing the corporate intranet page I built. Younger sales teams may pose a greater demand on more robust CRMs with all kinds of features. But if you're looking for simplicity and are using the Google Apps for Work platform, I recommend giving Insightly a shot.
We have 2 different companies running on timetonote. The system is really simple to use and provides good background of what is going on in the business. The email tracking is really useful and the integration with Google mail and apps are very useful.
Wednesday 01 January 2014
I love Contactually. I spend several months researching and testing various CRMs, and Contactually blew them out of the water by a large margin. CRMs can be painfully clunky to use, and I feel like Contactually successfully balances between being easy to use and fully-featured enough to be really useful.More about Contactually
Tuesday 05 March 2013
If you're a small business using Google Apps, you should consider this cloud-delivered application that integrates tightly with Google Apps and Gmail.More about Insightly
Sunday 22 November 2009
Timetonote is great for sales people who want a mechanism for tracking customer information, real estate agents who want to keep track of their buyers and sellers information, journalists who want to keep track of people and companies they’ve covered, and many more.More about Timetonote
Wednesday 31 December 1969
WORKetc helps avoid many of the problems faced by businesses using business management software today. WORKetc is extremely affordable, and easy to learn. The intuitive interface of WORKetc helps users get things done in an efficient manner, and yet is heavily customizable to fit the dynamic needs of every business. Having everything in one place brings a level of efficiency seen by few other applications. Definitely recommended for those looking to get a head start and avoid software problems. WORKetc is particularly suited to smaller businesses with a longer, complex sales cycle or project management aspect to their processes. WORKetc is the ideal CRM solution for engineering companies for example.More about WORKetc
Tuesday 08 July 2014
Contactually Use Cases and Deployment ScopeLooking for a solution to automate my contact management by keeping contacts up to date, tracking them via social, and providing basic lead scoring.More about Contactually
Saturday 25 April 2015
I've been quite a happy Insightly user for the past few years. Lately, I had a growing amount of reminders that didn't get sent to my email. I've missed a few critical milestones and lost a few deals because of that. I just didn't get reminder for tasks I managed at Insightly. So I approached Insightly customer support. Never got them to reply sooner than 48 hours post sending the ticket message, and I keep getting replies saying (in short): we can't help you! CRM is such an important aspect of business management, and I can't live with such an attitude. Am now actively looking for an alternative, although I like Insightly approach to CRM and acknowledge the time and effort it will most likely take to make the transition. Even so, can't work that way anymore. Truly am sad to say, I Would not recommend Insightly to anyone.More about Insightly
Monday 30 November -1
More about Timetonote
Saturday 23 February 2013
The software boasts superior functions that are marketed to increase productivity. Although, this may be true in the long run, the amount of time and lack of support on the front end makes adoption an issue. From the start, the system would not accept a conversion from free trial to paid account. When calling sales, there was a sales agent available even at night- WOW! Little did I know that this does not filter down to support! The webinars are overall good; but, the time allotted per webinar is not adequate to cover the material and allow time for questions. They are free though! Once you join and begin using the software, the first thing is to load the data. OK, where is the import tools- there they are! The system will upload the data and respond back that the contacts are already there and when your check, there are no contacts. This stops you cold as contacts are the basis for the system's first step in programming. Support! Ah, here lies the issue. The company failed to respond for over 24 hours to support emails and their own form. They do not provide a phone number for support. In fact, the support comes from an "unknown number." When calling the main number, you will simply be told that no one is "available to help you." Again, the only way to get a support tech is to make a fuzz. Who really has time for that in business? 2 starts for the product- would have been higher if I could actually have gotten to use it. 0 starts for support 5 stars for sales and marketing. Does this seem a little off balance to anyone? Not recommended!More about WORKetc
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