March 28, 2016 at 3:19 pm #42799
I have a question to CRM users. For a long time I had Business Contact Manager from MS Outlook. I used it to organize my business contacts. It was very difficult to handle for comprehensive tasks.
For a long time Microsoft wasn’t really interested in BCM. And now BCM stopped completely with the introduction of Office 2016.
So I did some research in CRM systems, found out this is a large market with all sorts of possibilities.
I ended on Insightly. It is very easy to use and you can do a lot with it.
Insightly is very good, except for one essential application: sending emails. Then I can’t use Outlook 2016, and as for as I can notice, Outlook is the most easy app to organize emails. Insightly has an app for Outlook 2013, and I use Outlook 2016. Even when I step back to Outlook 2013 I can’t use the app, because you have to use Office for Business, and I have Office 365 home.
So what do I have to do? Accept the situation and copy paste the e-mail addresses from Insightly to Outlook? My emailings are rather small, so I could manage, but it is rather clumsy.
Or do I have to use another CRM like Zoho, Nimble or another system? A system as good as Insightly, but with one extra advantage.March 31, 2016 at 3:15 pm #43013
Insightly has plans to update their integration to include Outlook 2016, but it doesn’t look like we should expect this anytime soon. According to forum posts from staff on Insightly.com, this upgrade isn’t even on the agenda for 2016. So you’d likely be waiting another year, minimum.
Zoho, on the other hand, has released their plugin for Outlook 2016. As an employee explains in this thread on Zoho.com, “We have updated the plugin with Outlook 2016 support for both Windows and Mac. This can be downloaded from the plugin download link in Zoho CRM.”
You probably know this already, but Insightly does have a built-in email client. You can send messages directly from the CRM. If you only email occasionally, you might consider using the built-in client until the Outlook 2016 integration is released.