Old version Great new one not
April 05, 2018
Old version Great new one not
Score 7 out of 10
Vetted Review
Verified User
Software Version
Plus
Overall Satisfaction with Insightly
We use it as a CRM tool to organize, track and follow up on customer orders. We tried switching to the new User Experience and we were not happy at all, we switched back. At least for what we use it for there are a lot more clicks to get to where you want to be. Personally, I enter projects and user tasks and notes many times a day, why can't that just be at the top where it was before, nice and easy? Also, the A-Z that ran down the right side in projects I used constantly is gone. Trying to use the search bar, 400 things come up and you have to type out the whole name of the project, what's the point, it's just more work. We will not upgrade to the new user experience until adjustments are made.
- The old version is easy to use
- The old version is neat and clean
- The new version needs less clicks to get to where you're going
- The new version needs a better search bar
- The new version needs an A-Z list to get to the section you want easier without having to click through multiple pages to find a customers list of projects
- The new version needs to less busy, simpler is better