Item: Insightly
Rating: 10
Author: Verified User

Overall Satisfaction with Insightly

Use Cases and Deployment Scope

We use Insighlty primarily to manage projects and tasks across our entire team. It allows us to know who is working on what, when it was assigned, and when things are accomplished. It really keeps keep us organized and accountable, and really prevents things from falling through the cracks.

Pros and Cons

Pros

Assigning projects and tasks to employees so everyone knows who is responsible for what
Receiving notifications when tasks are complete, so I can review and update the client

Cons

There's a lot of features I don't use. I would like to learn more about them.

Desired Outcomes using Insightly

Improved efficiency
Streamlined business processes
Reduced number of meetings

We have achieved these, since everyone can see what they are responsible for at a glance. Increase accountability, and less need to meet for status updates.