Lead Consultant for Cloud Implementations at ZeroClick.ai
Real User
Top 5
2023-09-08T16:37:00Z
Sep 8, 2023
In terms of areas for improvement in Insightly, it would be the project management functionality. It can be integrated with other applications to make it more flexible, but it requires a lot of work redoing the framework from Insightly and creating more custom objects to make it do what you want. For example, in the software developer world, we use the Agile or Scrum methodology, which has a completely different project management system than Insightly. Sadly, Insightly doesn't support that well. You would need to create some custom objects in order for that to work correctly. Also, even without the Scrub methodology or other types of project management styles, Insightly needs support with how it manages its pipelines and activity sets. The access to making templated tasks is very limited. If Insightly could expand access to activity sets and create more flexible project management features, that would be a big win for the CRM. The things I would like to see as a developer and as a consultant for my clients would be more integration and more updates with the project management. When it comes to additional features, I would like to see the ability to connect other data sources inside the dashboard reporting. For example, if you would like to see your sales organization and how many activities you made on a contact, how many phone calls, emails, text messages, etc., Insightly should be able to show that information in the opportunity or the sales report. That would be very valuable, to get data from the contact, not from the opportunity, and see those data points together. Right now, they are silent. There is just a data opportunity report and a contact report. Insightly should put some type of API connection or integration to update the activity into the opportunity record to link it so you would be able to see it. Right now it is siloed but it would be useful to create API connections to automate that so that salespeople don't have to link it to the contact and the opportunity. The AI connection of automation should do that for you like in other software systems.
In terms of areas for improvement in Insightly, it would be the project management functionality. It can be integrated with other applications to make it more flexible, but it requires a lot of work redoing the framework from Insightly and creating more custom objects to make it do what you want. For example, in the software developer world, we use the Agile or Scrum methodology, which has a completely different project management system than Insightly. Sadly, Insightly doesn't support that well. You would need to create some custom objects in order for that to work correctly. Also, even without the Scrub methodology or other types of project management styles, Insightly needs support with how it manages its pipelines and activity sets. The access to making templated tasks is very limited. If Insightly could expand access to activity sets and create more flexible project management features, that would be a big win for the CRM. The things I would like to see as a developer and as a consultant for my clients would be more integration and more updates with the project management. When it comes to additional features, I would like to see the ability to connect other data sources inside the dashboard reporting. For example, if you would like to see your sales organization and how many activities you made on a contact, how many phone calls, emails, text messages, etc., Insightly should be able to show that information in the opportunity or the sales report. That would be very valuable, to get data from the contact, not from the opportunity, and see those data points together. Right now, they are silent. There is just a data opportunity report and a contact report. Insightly should put some type of API connection or integration to update the activity into the opportunity record to link it so you would be able to see it. Right now it is siloed but it would be useful to create API connections to automate that so that salespeople don't have to link it to the contact and the opportunity. The AI connection of automation should do that for you like in other software systems.