A Project Managers Organizer
August 29, 2016
A Project Managers Organizer
Score 8 out of 10
Vetted Review
Verified User
Software Version
Professional
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
Insightly has provided us with a great way to manage multiple departments using the same platform and has improved our communication between departments. Currently we have our Sales/Marketing, Account Management, Operations and Project Management teams using Insightly. The pipelines and milestones have been exactly what my department has needed for managing internal projects and projects for clients. All our information (including emails) are able to be housed within a project as well as the progress of that project. This saves time and resources for us as previously this was managed between multiple platforms.
- Houses all information for a project within one convenient location.
- Easy to understand the program. We had multiple people with limited computer skills and they were able to pick up the platform and understand it quite quickly.
- We had some difficulties determining how to use Leads vs. Opportunities as our business saw them differently than Insightly, but we're able to determine a way to use this that made sense to our business.
- Limitation in the reports. The reports section is a little overwhelming and difficult to figure out, however the insightly support page has been amazing for helping to figure things out.
- Limitation in sorting the information. When opening up the current listings it always sorts as alphabetical, which is hard to work with in a business with several projects on the move.
- Improved efficiency
It has improved efficiency, however, it still needs a little work and then it could improve things further.