A few weeks ago we received this enthusiastic post from one of our customers in Germany. We thought that we would translate the post and share it. The original post is in German is here.
At an event during Social Media Week in Hamburg last February, a freelancer told us excitedly about the CRM Insightly, which is specifically aimed at start-ups and SMBs. We were looking for a suitable CRM for plus3trainings, and since Insightly can be linked seamlessly with Google Apps, we decided to test the software.
Now, we are enthusiastic users and continue to discover more and more functions for us (more on that later) and also observe that the San Francisco-based team continually develops the software. For example, the Android app was recently completely revised, and since the end of September the app has been in the public beta phase. This beta phase is an example of what we like so much about Insightly. In the associated Google Plus group, beta users can indicate not only directly related errors but also leave suggested new features. And they get a reaction, typically someone answers from the team and explains if and when the feature will be available.
There are many reasons Insightly has been valuable to us, but the top three reasons are explained below.
- We have a place to store important email communication. Insightly makes it fast and easy to store mail communications. You simply click on the Insightly widget directly in the mail in Gmail.
- We can easily tag our shared contacts. This is a convenient feature that we use often. For example, in July this year we celebrated our one year in business with a breakfast, and in order to create a guest list, each of us went through the shared contacts and tagged our guests. We were able to put together our guest list for invitations in no time.
- We can document our acquisition-progress for individual “chances”. These are then linked with all relevant emails and contacts. For repetitive processes you can save the individual project steps as a template and reuse.
Insightly impressed us so much that we have already repeatedly recommended the software in counseling and training, when we see a real added value for our customers. For example, in advising a start-up from the production area, we recommended Insightly because it was looking for a cloud-based CRM that can be linked to Google Apps.
About the Author: Andrea König from Hamburg (Germany) is working as a freelancer specializing in IT-communication. In 2013 she founded plus3trainings together with Holger Ahrens and Marcus Hampel. The team supports companies and their employees with trainings, change management and support surrounding cloud-based software like Google Apps, Podio and Insightly.
