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Experience with Insight as CRM

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

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