We use Insightly on a daily basis helps us to be more organized and to keep track of our progress

What are the best aspects of this product?

I love the ability to keep track of opportunities so I can turn them into projects when they become approved or even when the sale is made. Insightly helps you to track the life-cycle of the opportunity to the fulfillment. Also, all your data, tasks, projects and notes are kept in one place. I must tell that I love the feature- the visual of the stages and pipeline.

What aspects are problematic or could work better?

I would like to have text with the visual of the pipeline instead of searching over the pipeline image so I can see which stage the project is in. I don’t like the limitation of the projects and opportunities list. It’s time wasting to scroll and click through all the numbers of the projects list.

What specific problems in your company were solved by this product?

Insightly helped us to become more organized. Also, helps us in sales and we are able to keep track of every open lead and opportunity and we are allowed to keep track of every open order. I need to tell, that this app is very useful when it comes to managing projects in marketing and logistical department.

Are you a current user of this product?

Yes