Insight into Insightly
February 06, 2018
Insight into Insightly
Score 8 out of 10
Vetted Review
Verified User
Software Version
Professional
Overall Satisfaction with Insightly
We use Insightly company-wide. It integrates with QuickBooks, so our finance department uses it. It organizes our project management team and our sales team. Instead of having multiple platforms, ranging from project management, excel, another CRM, we now just use Insightly and it has cut our number of files down greatly.
- File Management. It helps keeps all of our files that we link with our customers in their particular records so we don't have to go hunting for them.
- With the integration to QuickBooks it allows us to get a 30,000 foot view of our finances.
- The project management feature is nice as it allows us to keep manage our deliverables a lot better so tasks don't fall through the cracks.
- Reporting
- Automation
- Custom Fields
- Increased Sales
- Improved efficiency
Having Insightly has given our company a better look as to the overall progress of our company. For example, we have greater visibility as to where projects are, where opportunities are, and how much works needs to be done to accomplish certain goals by a certain period of time. We are no longer using Excel sheets to find client information. It is way more centralized!
Insightly does a wonderful job at project management, where Salesforce was more of a CRM, Insightly is both. The two main areas that Salesforce outperforms Insightly is in the reporting and custom fields. Salesforce had a lot of customizable objects and those two came in handy for my past company and I know they would with my current company. Insightly, however, is not near as expensive, so we had to make compromises.