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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
All of your contact information in one place
Your team's events and to-do's on one calendar
Never let another lead slip between the cracks
Easy collaboration with others at your company
Powerful customization without needing an IT degree
Access from any device without syncing or installing
Log email conversations
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.
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
Tuesday 22 May 2012
Small business would particularly find the Less Annoying CRM application appealing for managing leads, contacts and to-do lists associated with such leads and contacts. The application has numerous testimonials from users who describe the application as being intuitive and customizable. Individual owners that do not have the structured resources that a marketing or sales department in a larger organization may have, may find the Less Annoying CRM provides the assistance required to manage their lead and contact information effectively.More about Less Annoying CRM
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
Thursday 14 March 2013
Terrible. More time is spent on this updating this and that. Spending time on things that do not bring in money. Have used my google calender for the past 5 years with no complaints. Update leads right on the calender. I can move people to the top if still active, to the bottom when sold or dead. Very easy to keep track of with Google Calender. With moreannoying.com it is very confusing. My boss now is suffering from obsessive compulsive disorder about every little insignificant detail that does not generate sales, but generates constant questioning. I use to do my job real good, now this program is hindering my progress. To much time spent updating the system. It is majoring in the minors to the extreme. This will not make you any money.More about Less Annoying CRM
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