Insightly organizes our projects from the first page to the last page, and beyond!
March 01, 2023
Insightly organizes our projects from the first page to the last page, and beyond!
Score 10 out of 10
Vetted Review
Verified User
Software Version
Professional
Modules Used
- Insightly iOS / Android Mobile App
Overall Satisfaction with Insightly
Our company uses Insightly to track and manage our myriad projects and those projects' authors, designers, leads, communication, and files. We publish upwards of 100 titles per year and also use Insightly to track sales and generate reports based on a project's performance. Insightly helps us manage our book publishing from start to finish, all the way through a book going out of print.
- Integrates a project with all of the necessary details, perfect for "one-stop shopping for information
- Generates reports that are customizable and contain anything you can think of
- Creates a clear, organized sales funnel structure
- A very small item, but I'd love to see Insightly remove the underscores from the file name after download!
- Another small hiccup, but sometimes when I click things on Insightly, the page shows a very basic HTML layout but once refreshed works
- Some changes aren't always instantaneous, which can be a problem as we move very quickly at our company. But we've learned to work with "Insightly time!"
- We started using Insightly to organize our company, and it's done just that and more which provides value that money cannot buy.
- Insightly allows our sales team to stay on top of sales leads more so than doing so without it, which in turn creates more sales opportunities.
Insightly manages all of our projects from start to finish, and without it we would be extremely disorganized. From visualizing a project's pipeline to exploring the status of new leads, Insightly really has optimized our workflow in every department.
Do you think Insightly delivers good value for the price?
Yes
Are you happy with Insightly's feature set?
Yes
Did Insightly live up to sales and marketing promises?
I wasn't involved with the selection/purchase process
Did implementation of Insightly go as expected?
I wasn't involved with the implementation phase
Would you buy Insightly again?
Yes