Insightly

We used Insightly not only to catalogue our client bases, but also potential clients as well. It was a great to differentiate between the two and make notes on specific things about said PR's and client. Tracking these two important type of people was helpful. It also a very good marketing system.

• Positive Client Rention
• Solid Lead Conversion
• Easy trackable information

NetSuite ERP

Adobe Acrobat, Microsoft 365, BambooHR®

We were using it for the CRM and marketing feature. It helped that we didn't have to manually add data into our marketing platform separately from our CRM and everything was connected. Plus we didn't have a good solution for client management before Insightly other than excel worksheets.

• the good thing is that it provided basic ways to track engagements and current services
• the bad thing is that when dealing with high volume, the kanban view had limits and we had to use a less favorable list view

TaxDome and NetSuite ERP

Canva, Intuit Mailchimp, TaxDome, SmartVault, Formstack Forms, Formstack Documents

We use Insightly as an all encompassing CRM for sales and production pipeline management. It allows us to keep all the information in one place and have multiple users get alerts as different actions happen throughout the pipelines.

• Insightly has become an integral part of our sales process and project management. We couldn't operate without it.
• We have seen less mistakes and errors in our business since our whole team has embraced Insightly

QuickBooks Online, Google Sheets

We started using Insightly in order to better organize our internal customer database of ongoing and future orders. We needed a better way to keep tracking of customer contact information, addresses, and what their purposes was for contacting and working with our company. We keep track of all of our purchase orders, sales orders, invoices, estimates, and much more in Insightly.

• We do not have any hard numbers or stats on how Insightly has helped our business but it certainly has a positive effect on data organization and follow-up reminders with customers.

Intuit Mailchimp, Canva and Microsoft SharePoint

Canva, Intuit Mailchimp, CRM Assistant for Gmail™

We use Insightly as a sales tool to database and track interaction with our clients. Primarily we will use it for prospecting new clients as well as keeping on top of our existing clients. We also use it to track activity and sales across the company and then split out over each individual account manager.

• While I am working in a capacity that does not involve my input into the licensing or cost side of us having Insightly I can see that there is certainly a good ROI.
• With 9 account managers utilising the system at any one time we can instantly keep track of our own sales and client data while also being able to see what others do.
• Being able to track key KPIs as well with graphs and charts enables us to see where we sit within our targets and easily adapt to areas that need more attention.

Adobe Acrobat, SketchUp, Adobe Illustrator CC