Overall Satisfaction with Insightly
The product is used across the company as a CRM, and for document management and task management.
- Integration with Gmail makes it very easy to use
- Linking mechanism makes it intuitive
- Drag and drop document management works well
- Search functionality is very primitive. Would love the ability to use Google search functionality.
- The product needs a proper backup solution. There is no way to backup documents stored on the system. It's possible to backup static data but not their links. And there it's obviously no restore option.
- The mobile app is not fully functional and cannot really be used as a replacement to the web solution when on the go. There are no sorting options. There is no reporting. The home page that shows recent activity has not been implemented. And worse of all sometimes some attachments are not shown for some reason.
Looked at other products like Capsule but none had the level of integration with Google Apps that insightly has.