Mike
Jun 19, 2020
492k views492k
CommentsInsightly vs Trello
Overview
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CLI (Node.js)
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Advice on Trello, Insightly
Detailed Comparison
Trello is a collaboration tool that organizes your projects into boards. In one glance, Trello tells you what's being worked on, who's working on what, and where something is in a process. | With integrations to Google Apps, Office 365, MailChimp, and major social media sites; great mobile apps for tablets and smart phones; and easy access to a REST API for custom integration, Insightly is the leading small business CRM. |
Add a checklist to keep on top of all those little to-dos. There’s also a nice, big progress meter, because who doesn’t love a nice, big progress meter?;Got a relevant file, image, or document? Attach it right to the card, and you’ll never have to go scrambling through your inbox looking for it later.;Attach photos, drawings, sketches, and mockups to quickly illustrate ideas at a glance.;Customize labels for your cards, and use filters to only show what you want. You can also filter by keywords and by person (if you’re on a team).;Attach a date and it will appear on the front of the card. When that date is approaching, it will turn yellow as a gentle reminder.;Trello keeps a record of everything that’s happened on the card: comments, changes, additions. You’ll never wonder “How did that happen?” again. | Flexible Calendaring and Events;Automatic Address Book;Notes and Comments;Lightning Fast Search;Custom Fields and Filters;File Sharing;Web to Contact;Tags, Notification, and Following;Linking (Direct Relationships Between Contacts, Organizations, Opportunities, Projects);Mass Email Contacts with MailChimp Integration;Create Milestones, Pipelines and Tasks for Projects;Get Automatic Email Reminders;Specify Roles for Contacts;Track All Email Correspondence;View Completed Tasks and Events by Project;Include Any Files Associated with the Project;View Task and Event Reports;
Google Apps & Gmail;Google Drive;Office 365 and Outlook 2013;Invite New Users, Set Up Teams, and Create User Permissions;Customize Insightly – Set Up Relationships, Pipelines and Activity Sets for Your Users, Add Custom Fields;Rest Assured That Your Data is Safe, Secure and Private |
Statistics | |
Stacks 43.5K | Stacks 31 |
Followers 34.0K | Followers 32 |
Votes 3.7K | Votes 0 |
Pros & Cons | |
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Integrations | |
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