Asana vs Insightly

• Task Management - Being able to assign resources and time lines to specific activities
• Project Management - Being able to plan, execute and track project process using this tool
• Customizability - Being able to customize a solution that meets your needs or activity.

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• It is a great CRM tool that is very intuitive and makes it easy to manage opportunities.
• I like that it can clearly show activity on projects, schedule tasks, and effectively manage directory contacts.
• I can automatically subscribe my leads to the email list through the web forms provided by Insightly.

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• I think there could be improved clarity around the different levels of Asana. For example, the resources available to paid accounts are not visible from the more basic accounts, so you're not aware that there are expanded options until you look in their knowledge base and see that they have additional features.
• Exporting projects - you can export a project into a csv, but it isn't pretty. This can be challenging if you'd like to have an archived project folder for open records requests.

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• I only find the integration with the Google application practical, with other platforms it is a bit complex to understand.
• The mobile version lacks many functions which are necessary to have a full port of this platform on the mobile.
• Keep data in a public cloud, this can be a security risk. They should be able to give a tool where you can store the data privately and thus keep everything safe.

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• Asana helps improve productivity in the workspace by ensuring all team members know what projects/tasks they need to get done and by when.
• Asana helps team members stay focused on what needs to get done and allows cross collaboration between departments which greatly increases overall company productivity by not having to wait around for email responses.
• Asana is a good tool for project management and is easy to use, making it accessible for the whole company to use.

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• The most important effect that Insightly has had on our company is the unified organization of information available to the entire company. If someone leaves the company, or is just out sick, all of the info for their clients and their projects is available for management to use to keep business moving. For instance, I was called away for a family emergency and forgot to reschedule an in-house demo with a client. When the client showed up, my boss (the CEO of the Company) was able to review the client file, read the notes on the product demo and the client's needs and he was able to perform the demo himself. All of the information was right there to get him up to speed on why our client was there and what they needed.
• Efficiency is the next major positive impact that Insightly has brought. As a small, yet growing company, our employees have to be able to wear multiple hats and perform variety of functions. Insightly has brought such organization to my life that I am now able to keep much better track of all my daily tasks and in fact get so much more done in less time. My efficiency and productivity have increased dramatically.

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