Solves almost any process your business may have
March 07, 2018
Solves almost any process your business may have
Score 8 out of 10
Vetted Review
Verified User
Software Version
Free
Overall Satisfaction with Insightly
We are using Insightly across the whole organisation, since it has a great amount of features both from a business and productivity perspective. Actually it works great for receiving new leads (messages) and we can watch the status of these contacts. Also, it helps us keep track of our partners and clients (organisations) all in one place. It really adds intelligence and organization for all our processes.
- Task management made simple, but we're using it for management purposes, since we have another tool for projects, time tracking, etc.
- It really shines when we need to manage our contacts and relationship with customers and business partners.
- We also love to keep track of new business opportunities through Insightly, since we're able to set a status and even value for this particular case.
- The feature which enables us to choose user permissions is also very welcomed, so we can really define what each person can do inside the system.
- The user interface is not that friendly, so there's a steep learning curve for new users.
- We just can't use the website on mobile, although it's required to download their app (iOS and Android). It's a serious issue in terms of accessibility.
- The project management is treated like other kind of feature, but I think it could be improved to justify it's use.
- Improved efficiency
- Centralized contact management
- Streamlined business processes
We had a lot of problems regarding efficiency and business processes since almost everything was depending on manual tasks, so we were very prone to errors.
Now our entire process from new customer prospecting until we deliver our projects is much more reliable because we have a much more organised way to do our jobs.
Now our entire process from new customer prospecting until we deliver our projects is much more reliable because we have a much more organised way to do our jobs.
We actually have tried another tools, but they were more focused on some features and Insightly does almost everything. As I stated before, the project management is not that great in this tool, although it solves almost all of our internal problems regarding business organisation (internally and externally with customers).
So we're very pleased with the results.
So we're very pleased with the results.