Asana vs Insightly

• Simplicity of user interface without neglecting functionality
• Timeline and calendar views are extremely useful
• Templates for repeatable projects

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• E-mail classification based on BCC from GMail
• Ease of use - the system is the easiest one we have ever used and we have tried several
• The link between records - organizations and contacts can be linked and you can define the link relationship (think referral partners)

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• Emails: Asana can lead to inbox-overload. By default, you are subscribed to updates on any task that you create or follow. Updates include someone marking a task complete, leaving a comment on a task, or adding a file to a task. This means that if your coworker adds a file, makes a comment, then assigns the task back to you, then marks the task complete, you're looking at 4 emails in 10 seconds. You can always unsubscribe from emails or write rules to categorize them in your inbox, but the default setting will leave you inundated.
• Assigning responsibility to multiple team members: It is possible to assign a task to multiple members of your team, but I don't like the way asana handles this. Rather than assigning the one task to multiple people, asana creates DUPLICATES of the original task. This can be frustrating because it creates redundancy.
• Dependencies: Assigning dependencies is a new feature for asana. While it's great that this is now possible, it's pretty clear that it's not a focus for the software. The dependencies don't show up clearly in the list view, though they are obvious within the task view.
• Overwhelming: This is probably more of a governance issue for my team specifically, but our Asana has gotten overwhelming. I count the flexibility of Asana as a pro, but it does come with risk. The lack of rules and controls leads to a "wild west" situation where anyone can organize tasks, projects, templates, etc. anyway they want. We have some team members organizing all their tasks by team function, others organizing tasks by project, others using entirely separate Asana workspaces, etc.

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• Linking. When I link a company to a project, it should bring up a screen or balloon to select which members of the company you want to link. Instead, you have to link each individually. Using the integration into GMail, this is a very repetitive function.
• Gmail integration. For the most part this works, but it's clunky and not very streamlined at all. Too many clicks and links to add each email to a particular project, organization or contact. When a contact email is part of a project, it should automatically be recorded to that project without any user intervention required.
• The sales forecasting is, like with most CRMs, easily manipulated and nothing more than guessing.

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• The best tool I have used for project management
• ROI hit in few months, Productivity alot increased

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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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