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Project Management made easier and efficient!
June 04, 2019

Project Management made easier and efficient!

Akshar Dham | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Basic

Overall Satisfaction with Insightly

We had a very efficient use of the software in a project that our company had. We were able to have a total track of the project and never missed a chance of improvement. The results came out to be very satisfying and very efficient. It has very user-friendly project management features which are very helpful and effective. We were able to optimize our project in a very timely manner and got very convincing results out of it, all thanks to Insightly.
  • Backs up all the important documents and data.
  • Importing of contacts is a very helpful tool which I cannot forget to mention.
  • A project can be expressed in a simple, detailed and informative manner.
  • The sidebar navigation is also very helpful and comes in handy most of the times.
  • It is $99 per month and we found it to be a little expensive.
  • The e-mail feature is a little bit confusing.
  • It has bad customer service.
  • Improvised results.
  • Efficient management of the work and daily tasks.
  • Helped us in the rapid progress of our organization through proper management of tasks and better relationship with the client.
Mailchimp has a few functions that were not very efficient and useful, so Insightly was the best option we could have considered.
The most appropriate scenario would be where you want to keep tracking the project and reporting it to the client for better and efficient results, It can also be used to save the important documents and data in a secured manner as mentioned earlier. Its extraordinary features come in handy most of the times. This software can be very helpful for small business or midsize business organizations looking for consistent improvement and seeking efficient and convincing results.

Insightly Feature Ratings

9.4
Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
7
Quote & order management
9
Interaction tracking
10
Customer Service & Support ()
Not Rated
10.0
Lead management
10
Email marketing
10
10.0
Task management
10
Reporting
10
10.0
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
Social CRM ()
Not Rated
8.0
Marketing automation
8
8.0
Mobile access
8