Insightly, our company backbone
March 09, 2018
Insightly, our company backbone
Score 10 out of 10
Vetted Review
Verified User
Software Version
Free
Overall Satisfaction with Insightly
Insightly is the backbone of our company - it completes our cycle from sales to project management. Being a digital bureau it covers all our needs in relation to our customers - the only system needed besides Insightly is accounts, then we have a complete business suite.
- Ability to set up specific workflows that are released as the sale/project evolves means you don't have any disturbances from irrelevant tasks, and you never forget anything.
- Nice overview for all employees - simply go to your to-do list and reaching the end you know you didn't forget anything.
- Bcc email is very convenient - it enters contacts and companies and tracks dialog. This is extremely time saving.
- We would like to have the option to add custom buttons in the to-do list - move a task X days forward.
- If you set up repeat on tasks, you lose your comments of these tasks... so we would suggest repeat worked like move instead. That way you would keep comments in the task.
Works very well - the best I have tried