Take control of your project with Insightly
Duglas Zapata Villaveces | TrustRadius Reviewer
December 21, 2018

Take control of your project with Insightly

Score 9 out of 10
Vetted Review
Verified User
Review Source

Software Version

Enterprise

Overall Satisfaction with Insightly

We had an excellent case of application with the license of Insightly enterprise managing a project that our company led in the Caribbean, specifically in Haiti, using Insightly allowed us to take better control of the progress of the project, allowing us to focus on the points of improvement, especially in the delivery times of results towards our client. In this project the Client, the supplier, and we as subcontractors and managers of the deployment interacted, so we needed to present convincing results in record time, with the use of this application we were able to achieve it.

What most impacted our client was the way we presented the project's metrics, so they could validate with the data in hand the expected progress.
  • It allows us to synchronize with common applications that we have been using frequently such as Gmail, Office 365, etc.
  • The way we present the progress of the project, in a very fresh and understandable way.
  • It allows us to manage delivery times, efficiently, so that we accelerate in cases where we see delays.
  • Offers a variety of ideas, to send reports that serve us internally to increase our productivity and motivate employees to achieve achievements.
  • There is an Insightly module which allows streamlining business processes. In the beginning, this module is usually a bit confusing, due to the way data are introduced and how they relate to data that we already have from our clients.
  • Initially, there is a relatively high start-up cost.
  • Improved efficiency
When we decided to go with Insightly, we did it because we wanted to show progress in our project management in a fresh way and that our client could evaluate our results in a timely manner. We wanted to show that these results were as compressible as possible. I could say that he fulfilled the objective. Of course, it is an application with many more features that we have been discovering as we inquire more about it. The issue of cost-benefit also contributes to the decision to choose Insightly.
We made a previous comparison of prices, image, and support. We consulted those who have already used it and they commented that Insightly works very well. The combination of all these factors led us to decide on the other options available.
One of the most appropriate scenarios is when we want to take the metrics of a project and present them constantly to a client to evaluate the performance of our work. Internally it also helps us to improve critical points.

Unsuitable scenarios would be when you do not acquire a professional license, you lose many functionalities, this would be a small disadvantage, so you have to always pay for the higher cost option.

Insightly Feature Ratings

Customer data management / contact management
9
Workflow management
10
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
10
Lead management
9
Email marketing
9
Task management
10
Reporting
10
Pipeline visualization
9
Customizable reports
10
Custom fields
9
API for custom integration
9
Role-based user permissions
9
Single sign-on capability
9
Marketing automation
10
Mobile access
9