Experience with Insight as CRM

[Leonie C_ Breitmoser]

Hello folks,

My company is considering to use the plugin Insight as CRM. We currently run our quotation management process in Jira Software successfully.

The old CRM system is a swamp in Microsoft Dynamics 365. Nobody really knows how to work with and the setup is just a nightmare.

We already gathered requirements for a new CRM. And now I got the task as jira admin to give my recommendation about the insight plugin. Which I am not familiar with. 

The new challenges are:

• Is the system really meant for CRM Usage or do we have to customize it too much?
• How much time and effort should we plan for a clean setup?
• Does it fit into a planned future-oriented tool chain (ERP connection)?

Does anybody have similar challenges to tackle and maybe has a word of advice for me? 

Any suggestions or operative experiences with the plugin as CRM?

I look forward to some helpful answers. 

Cheers,

Leonie