Insightly keeps our team accountable!
May 15, 2017

Insightly keeps our team accountable!

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Basic

Modules Used

  • Insightly iOS / Android Mobile App

Overall Satisfaction with Insightly

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.
  • 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
  • There's a lot of features I don't use. I would like to learn more about them.
  • 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.
Insighlty better matched my needs at a price that was within budget.
Great for managing a team and keeping track of projects and tasks, and keeping people accountable.

Insightly Feature Ratings

Customer data management / contact management
7
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Interaction tracking
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
Task management
10
Billing and invoicing management
Not Rated
Reporting
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Custom fields
8
API for custom integration
Not Rated
Not Rated
Single sign-on capability
Not Rated
Not Rated
Social engagement
Not Rated
Mobile access
9