Optimize Project Management with Insightly
November 27, 2018

Optimize Project Management with Insightly

Alexander Palma Ibarra | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Software Version

Enterprise

Overall Satisfaction with Insightly

This CRM software is currently used in the Engineering department, with Insightly we can categorize, if you have several types of products or services, you can configure categories by opportunities. It can also be used to write down the type of priority that you consider about an opportunity found, it can be added for the management of projects, files and tasks, it is really a very functional tool within the company.
  • It is software that allows better control and monitoring for project management.
  • It allows the centralization of internal and external contacts of the company, improving the communication channels with suppliers and customers for the quick access to information.
  • Through this software, a correct functional management of the company, tasks and processes is maintained.
  • The most versatile part of Insightly is that it starts with basic and simple features that can be expanded as you grow your needs within the company.
  • I would like this software to have a more dynamic interface when loading tasks and / or files.
  • That a sales management and support process is more practical to operate.
  • Streamlined business processes
With Insightly the company has managed to build stronger relationships with suppliers and customers, as well as optimize the time set for the execution, completion and delivery of the different projects carried out by the company, to meet the client's objectives and the professional growth of talent human of the company.
We have no experience with the other company, we selected Insightly because it is an easy and more practical software to use, the modules are not as complex to operate as the NetSuite, Insightly has a lower cost and offers the same functionality as NetSuite CRM+ and other products similar to Insightly.
In my personal opinion Insightly is perfectly suited for the following functions:

Contact management
Project management
Business management
Social CRM
Mobile CRM

Insightly Feature Ratings

Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
10
Lead management
10
Email marketing
10
Task management
10
Reporting
10
Pipeline visualization
10
Customizable reports
10
Custom fields
10
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
10
Marketing automation
10
Mobile access
10