Small business POV of Insightly
November 07, 2016
Small business POV of Insightly
Score 7 out of 10
Vetted Review
Verified User
Software Version
Free
Overall Satisfaction with Insightly
Insightly is being used as a CRM and to project manage across the whole organisation. It integrates well with our G Suite emails and calendars so that all communications with our clients are organised in one place. Insightly also addresses setting up and using systems and processes within our organisation which saves time.
- Tasks - setting tasks with deadline dates that are easily linked to any aspect of a client: name, company name, project. This makes it easy to know what tasks are a priority.
- G Suite integration - easily link an email to a client: name, company name, project so that all the details are in one place. This makes it easy to know where to go to follow up or check up on a client's status.
- Processes - setting up processes and activity sets so that there is no time wasted on figuring out how to do something.
- Time tracking. This is a major downfall of the software. I currently have to use Toggl but it would be great if time tracking was integrated within Insightly.
- Xero integration. I don't use this feature at all which is a shame. It's clunky. I think because the time tracking is not integrated I tend to use Toggl and create the invoice within Xero manually.
- Calendar - the way that Insightly integrates with Google calendar is less than ideal. I tried it and it didn't work for me so I now don't use it.
- Centralized contact management
- Streamlined business processes
Before Insightly the only contact database I had was within Xero which wasn't ideal as I couldn't record anything other than basic contact information. Now I have the facility to record all sorts of information and link contacts together. Having Pipelines and Activity sets has helped me enormously. It wasn't something I had set up previously and it has provided a go-to place to start and carry out a process.
- Teamwork and WorkflowMax
Teamwork - the user interface is more modern, which I prefer. I selected Insightly because of the integration with G Suite and the CRM was more fully featured.
WorkflowMax - hard to learn how this software was set up initially. The price for more than one user was a point that turned me off and eventually made me switch.
WorkflowMax - hard to learn how this software was set up initially. The price for more than one user was a point that turned me off and eventually made me switch.