Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
If you run a business, then you know how important both CRM and project management are to your company’s success. Connect Insightly to Zapier and you have the ideal duo for automatically adding and tracking new contacts, assigning tasks to your team, creating calendar events, and so much more.
Step 2
Click "Invite your team" from the dashboard and add your team members’ email addresses. You can add an unlimited number of employees to your account.
Step 3
Your team members will need to download the time-tracking app and start using it to track the time spent on work items. Company owners, administrators, and managers do not need to install Monitask, as data is accessible via the web-based real-time dashboard.
Step 4
Project management features allow you to assign projects to team members and review work hours associated with each project and task.
Step 5
Use Live Dashboard to review online employees, their time entries, screenshots, activity levels, and internet usage
Step 6
Monitask analyzes time and data across your company. After you use the software for several weeks, it generates comprehensive reports so that you can analyze and identify bottlenecks, employee productivity, and processes.
