Insightly: Easily Take your Projects from Inception to Completion
December 18, 2024
Insightly: Easily Take your Projects from Inception to Completion
Score 10 out of 10
Vetted Review
Verified User
Software Version
Professional
Overall Satisfaction with Insightly
It is an integral part of our company, that let's us track all information for each project that everyone can contribute to. It solved our company's problem of keeping track of all the notes from the different departments to keep everyone updated on how the project is going.
Pros
- Tracking Projects
- Reading Notes from all departments
- Linking emails to the project
Cons
- Notes could be color coded per department
- Ability to highlight things
- More linking
- Streamlined project tracking
- Allowed sales to add new leads easily
- Integrated all contacts
Insightly has greatly improved my companies performance. It has allowed all departments to integrate our information together, from sales getting leads to sales which then become projects that are worked on by our teams to completion where the project is closed and archived in the system. It has become a key part of the company.
Insightly has just worked much better. The thing about Insightly that really sets it apart is the email linking. Having the ability to read all of the emails sent and received during the project let's you see the full story of the projects inception to its completion. Everything that you need to know is all right there.
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
Comments
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