Contact Management Review

We've been using Insightly's Contact Management feature for our small business, and it's proven to be quite useful. The interface is intuitive, allowing us to easily add and organize contacts. We appreciate the ability to link contacts to organizations and opportunities, providing a comprehensive view of our relationships.

The custom fields option lets us tailor the information we track for each contact, which is essential for our specific needs. The tagging system is handy for quick filtering and segmentation.

However, we've noticed that the mobile app could use some improvements in contact management functionality. Additionally, the duplicate detection feature isn't as robust as we'd like.

Overall, Insightly's Contact Management has streamlined our processes and improved our team's efficiency. While there's room for enhancement, it's a solid tool that meets most of our contact management requirements.

Contact Management Review 2

We've been using Copper's Contact Management feature, and it's significantly improved our client relationships. The interface is intuitive, allowing us to quickly add and update contact information. We appreciate how it seamlessly integrates with Gmail, automatically capturing new contacts and communications.

The customizable fields have been particularly useful, letting us tailor contact profiles to our specific needs. The ability to link contacts to companies and opportunities provides a comprehensive view of our relationships.

We've found the activity tracking feature invaluable for maintaining a history of interactions. The mobile app ensures we can access and update contact information on the go.

While we love most aspects, we sometimes wish for more advanced filtering options. Overall, Copper's Contact Management has streamlined our processes and helped us maintain stronger connections with our clients.

Marketing Automation Review

We found Insightly's Marketing Automation features to be robust and user-friendly. The platform offers a comprehensive suite of tools for creating, managing, and analyzing marketing campaigns. We particularly appreciated the intuitive drag-and-drop interface for building email templates and automation workflows.

The segmentation capabilities allowed us to target specific audience groups effectively. Integration with social media platforms streamlined our multi-channel marketing efforts. We also found the A/B testing feature valuable for optimizing our campaigns.

However, we noticed that the reporting functionality could be more detailed. While it provides essential metrics, we sometimes needed to export data for more in-depth analysis.

Overall, Insightly's Marketing Automation functionality proved to be a solid solution for our needs, enhancing our marketing efficiency and helping us better engage with our audience.

Sales Pipeline Management Review 2

We've been using Copper's Sales Pipeline Management feature for our small business, and it's been a significant improvement over our previous system. The visual pipeline view helps us quickly grasp the status of all our deals. We appreciate how easy it is to drag and drop opportunities between stages, keeping our pipeline up-to-date effortlessly.

The customizable pipeline stages allow us to tailor the process to our specific sales workflow. We find the automatic task creation particularly helpful in ensuring no follow-ups are missed. The reporting features provide valuable insights into our sales performance and help identify bottlenecks.

While we love most aspects, we've noticed that the mobile app could use some improvements for on-the-go pipeline management. Overall, Copper's Sales Pipeline Management has streamlined our sales process and improved our team's efficiency. It's become an essential tool for our sales operations.

Analytics and Reporting Review

We found Insightly's Analytics and Reporting functionality to be robust and user-friendly. The customizable dashboards allow us to quickly visualize key metrics and track our team's performance. We appreciate the ability to create and save custom reports, which helps us focus on the data most relevant to our business goals.

The report builder is intuitive, offering a wide range of filters and options to drill down into specific data points. We particularly value the real-time updating feature, ensuring we always have access to the most current information.

While the platform offers a good selection of pre-built reports, we sometimes wish for more advanced analytics capabilities. However, for most small to medium-sized businesses, the current offerings should suffice.

Overall, Insightly's Analytics and Reporting tools have significantly improved our decision-making process and helped us identify areas for growth and improvement in our operations.

Analytics and Reporting Review 2

We found Copper's Analytics and Reporting functionality to be robust and user-friendly. The customizable dashboards allow us to track key metrics at a glance, while the detailed reports provide deeper insights into our sales pipeline and team performance. We appreciate the ability to create custom reports tailored to our specific needs. The visual representations of data, including charts and graphs, make it easy to identify trends and patterns quickly. One standout feature is the real-time reporting, which keeps us up-to-date on our sales progress throughout the day. The integration with Google Data Studio further expands our reporting capabilities. While the analytics tools are comprehensive, we did encounter a slight learning curve when setting up more complex reports. However, once mastered, these features have significantly improved our decision-making process and overall sales strategy. Overall, Copper's Analytics and Reporting functionality has greatly enhanced our ability to track and improve our sales performance.

Customer Service and Support Review

We found Insightly's Customer Service and Support functionality to be quite comprehensive. The ticketing system is intuitive, allowing us to efficiently manage and prioritize customer inquiries. We appreciated the ability to track ticket history and assign tasks to team members seamlessly.

The knowledge base feature proved invaluable, enabling us to create and organize helpful articles for both customers and staff. Integration with email and social media platforms streamlined our communication processes significantly.

However, we did encounter some limitations in customizing ticket fields and workflows. The reporting tools, while useful, could benefit from more advanced analytics capabilities.

Overall, Insightly's Customer Service and Support functionality met most of our needs, providing a solid foundation for managing customer interactions. With some minor improvements, it could become an even more powerful tool for businesses seeking to enhance their customer support operations.

Marketing Automation Review 2

We recently implemented Copper's Marketing Automation features in our business, and we're impressed with its capabilities. The platform seamlessly integrates with our existing CRM data, allowing us to create targeted campaigns effortlessly. We appreciate the intuitive drag-and-drop interface for building email sequences and workflows.

The lead scoring system has helped us prioritize our outreach efforts effectively. We've noticed improved engagement rates since implementing personalized content based on user behavior. The automated follow-ups have saved our team considerable time and increased our conversion rates.

While the reporting features are comprehensive, we found the learning curve a bit steep initially. However, once we got the hang of it, the insights proved invaluable for refining our strategies. Overall, Copper's Marketing Automation functionality has streamlined our processes and boosted our marketing efficiency. It's a solid choice for businesses looking to enhance their marketing efforts.

Sales Pipeline Management Review

We found Insightly's Sales Pipeline Management to be a robust and user-friendly tool. The visual pipeline view helped us quickly understand our sales progress and identify bottlenecks. We appreciated the customizable stages and fields, allowing us to tailor the pipeline to our specific sales process.

The ability to drag and drop opportunities between stages streamlined our workflow. Automated tasks and reminders kept our team on track, ensuring no leads fell through the cracks. The reporting features provided valuable insights into our sales performance and conversion rates.

While we found the pipeline management generally effective, we did encounter some limitations in filtering options for larger datasets. Additionally, the mobile app's pipeline view could be improved for easier on-the-go management.

Overall, Insightly's Sales Pipeline Management functionality significantly enhanced our sales process efficiency and visibility.

Customer Service and Support Review 2

We found Copper's customer service and support to be responsive and helpful. Their team was quick to address our inquiries through various channels, including email, chat, and phone support. The knowledge base and documentation provided clear instructions for most common issues we encountered.

We appreciated the onboarding process, which helped us get up to speed quickly. The video tutorials and webinars were particularly useful for our team members who were new to the platform. However, we did notice that some advanced features could benefit from more in-depth explanations.

The regular software updates and feature improvements demonstrated Copper's commitment to enhancing user experience. While we occasionally experienced minor bugs, the support team was always ready to assist and provide workarounds when necessary. Overall, Copper's customer service and support met our expectations and contributed positively to our experience with the platform.