Asana vs Insightly

• Project management and workflow
• Create customized lists of tasks and reminders.
• Employee activity tracking
• One-time solution for project tracking

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• Task Sync to Google Calendar. This is especially strong and helps to keep a daily agenda on point for me.
• Task notifications. This helps me keep on point as it keeps me locked into my timeline of development. I'm extremely busy, so having this reminder system on my phone and in emails is helpful.
• Notes: I love the notes feature, which helps keep my projects well organized for others that might step into them. I stopped using Google Keep once I got a handle on Notes in Insightly.

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• If you don't have a champion, the tool won't be used. Just like a shared drive, it has to be kept clean and organized or no one will use it.
• No Gantt chart functionality.
• Printing customization doesn't exist - i.e. doesn't show sub-tasks.

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• Reporting
• Automation
• Custom Fields

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• The investment can be a bit expensive depending on the number of team members.
• It reduces some costs since we do not have the need to have project managers.
• By being able to better manage our projects we can have a better delivery time.
• We avoid costs in project delays.

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• We have a better follow up process. (Some of that is just from the act of updating an old process, but Insightly facilitated that and the tools made the transition easy.) Now the sales pipeline is much more easily visualized by management and the automated tasks make following a prospect from initial contact through sale or abandonment with clear information about the outcome of each interaction.
• Our client notes are much easier to search on than in our past system. This gives the sales and marketing teams a much clearer insight to what clients and prospects feel about our products and our company as a whole.
• Marketing, sales, administration and technical support now all use the same system. Every aspect of the business use this tool and gather their own data into and out of it to great benefit.

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