Good for some purposes, less so for others.
January 03, 2018
Good for some purposes, less so for others.
Score 4 out of 10
Vetted Review
Verified User
Software Version
Basic
Overall Satisfaction with Insightly
It is being used by the account management team to ensure that our managers have insight into the status of our accounts and the activities that we are pursuing for clients as part of these accounts.
- The recent activity feed is sometimes helpful for getting ideas for activities being pursued by others.
- The ability to forward periodic emails for storage in a central place is also great.
- When accounts are transferred from one account manager to another, Insightly is a great way to manage the facts which the new account manager needs to know.
- The tasks UX is sort of a disaster. The old UX was much better. The filters and display need work.
- The system should automatically populate more options regarding connecting tasks to projects. Tasks frequently get lost currently.
- It seems overly difficult to disconnect from accounts that you no longer manage. I don't need updates each time the new account manager updates my old project. I really don't.
- Improved efficiency
I think it made me more efficient at times, but then the UX frustrated me and made me quit.