Granting Client Access to Projects
I just finished setting up much of my CRM data within Insightly including projects, clients, tasks, Milestones etc.
So, I then went to link a client to a project to give them access to the tasks and what do I discover? That this isn't offered as a functionality...?!
I understand basic CRM tools and their internal function and benefit for companies. However, the reason I chose Insightly is because it appeared to be a cross platform for CRM, as well as in-depth project management.
This is such a disappointment and has been a complete waste of time now that this one functionality is missing.
Is there not anyway to tie a client into a project and give them access? It'd be amazing if it were something similar to Basecamp, in which I was SO excited to have found a replacement for.
I'd love to keep the service but without this functionality, it really isn't worth it to do work arounds through third party services, as the point is always to simplify the process.