Insightly
Über Insightly
Insightly Preis
Insightly bietet keine Gratisversion, aber eine kostenlose Testversion. Die kostenpflichtige Version von Insightly ist ab 29,00 $/Monat verfügbar.
Alternativen für Insightly
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- Branche: Versicherung
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Affordable CRM with the features you need
Has all the features a business needs like ease of use, robust reporting & customizations without the high cost that comes other well known CRMs
Vorteile
The ease of onboarding & use. Ability to customize without having to use a developer
Nachteile
Nothing. All the features we needed, Insightly has.
In Betracht gezogene Alternativen
HubSpot CRMWarum Insightly gewählt wurde
Affordability. Ease of customizationZuvor genutzte Software
Salesforce Sales CloudGründe für den Wechsel zu Insightly
Cost, features, willingness to sign a business associate agreement (healthcare)- Branche: Marketing & Werbung
- Unternehmensgröße: Selbstständig
- Wöchentlich für 6-12 Monate genutzt
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Quelle der Bewertung
Features of communication
A very wonderful experience and still like you
Vorteile
Insight features a comprehensive feature set, and is easy to use, making it a popular choice for companies looking to streamline their operations and drive growth.
Nachteile
Difficulty integrating other systems....
- Branche: Unternehmensberatung
- Unternehmensgröße: 2–10 Mitarbeiter
- Monatlich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
DON’T REGISTER! Once you are in they lock you in a cage and throw away the key
Vorteile
It was extremely easy to install, even though I wanted to clarify some features and it was impossible.
Nachteile
I registered, I used it for a while for CRM purposes and then I wanted to close my account.
IMPOSSIBLE!
Insightly is spamming every day and there’s no way to go out of this day & nightmare
Antwort von Insightly
Hello Pier,
I hope all is well. It looks like your free Insightly account was still subscribed to one of our email lists. I removed you from that list to prevent further messaging. I'm sorry for the inconvenience. If there is another account I'm not aware of, please let me know.
- Branche: Bildungsmanagement
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
A versatile CRM Tool
By centralizing customer data, communication history, and project details in one platform, Insightly eliminates the need for multiple disjointed systems, reducing the chances of information silos and miscommunication.
Vorteile
Its intuitive user interface, making it easy for teams to adopt and use efficiently. The customizability of pipelines, dashboards, and reports enable users to tailor the system to their specific needs.
Nachteile
The reporting and analytics tools to be less advanced compared to other CRM platforms, making it challenging to create highly customized or in-depth reports.
- Branche: Bau
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Good Competitor Product
Vorteile
Fairly easy to setup. The adoption rate is slow because a lot of apps are not available for it especially in an industry that is newer.
Nachteile
Objects do not talk to eachother making reporting extremely difficult
In Betracht gezogene Alternativen
Salesforce Sales CloudWarum Insightly gewählt wurde
Marketsharp was very limited on what it could do and report on.Gründe für den Wechsel zu Insightly
The cost and customizability was more affordable at the time.- Branche: Marketing & Werbung
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Insightly is a great CRM Tool
Overall, the CRM product has been a great business tool for everyday use. I would certainly recommend it to a business if they can afford the price point.
Vorteile
Insightly offers many products and features to be a one-stop-shop in the administrative world. It allows a company to keep all of their client information in one location and access quickly and easily. It allows emailing clients directly in the software as well as filing previously sent emails to a client.
Nachteile
The way that some of the fields are set up, they are not made for quick editing, copying, etc. The phone number fields do not have an automated template, the number can be input anyway. The address fields, specifically state, do not have preset options and either can be an abbreviation or spelled out. It would be nice if these were preset so that it is uniform when printing reports, etc. Lastly, once you create a lead, even after converting to a contact, the lead still shows up when that specific client is searched for. It can be confusing when you need to click quickly.
- Branche: Versicherung
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
A modern and easy to use CRM that will save you time and budget
We overall have been able to make many more sales because of the easy management of our opportunities. The system does a lot of work for us which gives us more time to sell and also makes sure we are providing professional service.
Vorteile
The product is extremely easy to use and customize. The system is very smart and has many modern capabilities such as recognizing when there is an existing contact which in turn saves time and redundancies. Everything is very well connected together and the system makes links that show intel to grow off of.
Nachteile
There are some minor glitches that can be fixed by refreshing the page but it does disrupt the flow. Pulling a report that connects multiple objects is also very tricky and sometimes impossible which then calls for a lot of manual work outside of the CRM that can be timely.
In Betracht gezogene Alternativen
HubSpot CRMGründe für den Wechsel zu Insightly
Insightly was way more modern and customizable.- Branche: Computer-Software
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Insightly is a reasonable CRM with decent functions
I selected this as our CRM. We switched over from Zoho which was universally hated by our sales guys.
Vorteile
Insightly does a pretty reasonable job as a CRM. It's quite easy to use and pretty. It has some integrations out of the box and is easy to customize.
Nachteile
No significant draw backs to it. I would say it's a middle of the road CRM system that is neither great nor terrible.
- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Intuitive CRM for Small and Medium Business
Vorteile
Essential front-end and easy customization of fields and pipelines.
Nachteile
Lack of pre-built connectors for the integration with enterprise platforms and portals.
Gründe für den Wechsel zu Insightly
Better rate in terms of price against available features- Branche: Rechtsberatung
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
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Quelle der Bewertung
Insightly does what we need it to do.
It meets our needs,that might not sound glowing,but it is meant to be.
Vorteile
We can build functionalities that suites us without spending thousands of dollars with developers,Data can also be connected within Insightly,such as connecting contacts and organizations to request and project records.Additionally I like the Kanban view for tracking projects and the ability to pull reports and filter projects.
Nachteile
Wish we could customize more fields in Kanban view and assign colours for categorization.
- Branche: Marketing & Werbung
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Good software that does the job well.
It was the first CRM I used and I had a good experience using it.
Vorteile
I liked how easier I could manage contacts and tag them for a variety of purposes. This was my main reason to use the software.
Nachteile
As a solopreneur, I did not like that a lot of the features available didn't seem designed for me and I felt like I was paying for features I did not need.
- Branche: Gastgewerbe
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
Avis insightly
I like this software because of its performance and ease of use accompanied by very simple functionality and I don't blame it for anything at the moment which is rare
Vorteile
high-performance, easy-to-use software with very simple features
Nachteile
I find no disadvantages for the moment good for competing
- Branche: Verbraucherdienste
- Unternehmensgröße: Selbstständig
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Decent CRM with great features
I needed to have contacts online so that it would be possible from anywhere in the world to access, add notes and send notifications.
Vorteile
It was one of my first contacts with CRM many years ago, I was delighted to be able to control all contacts centrally.
Nachteile
To be honest, I stopped using it because I found it quite complex to use, in fact it was my first contact many years ago, who knows, maybe I'll try again now that I'm more advanced in CRM.
- Branche: Telekommunikation
- Unternehmensgröße: 10.000+ Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Insightly, makes me happy!
Vorteile
It is easy to navigate. Easy to manage my task!
Nachteile
Sometimes it logs me out, out of nowhere
- Branche: Professionelles Training & Coaching
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Gaining Insight through your CRM using Insightly
Vorteile
I like the ability to customize the platform as the user and being able to get excellent customer support from the Insightly team.
Nachteile
There are limitations of features based on what product you are using and the cost jumps between products can be up to double the cost.
- Branche: Verlagswesen
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Insightly — Helpful and Informative
Insightly is a great tool for organizations to manage large amounts of data and clearly visualize their progress via reports. It requires a certain level of competency to use effectively (the number of folders and tabs can get overwhelming for the unitiated), but the program itself works great.
Vorteile
I appreciate how Insightly easily allows us to organize large amounts of data, create clearly-readable reports, and allow each department to clearly see the progress of each individual project — synthesizing our results to maximize effectiveness.
Nachteile
My only main issue with Insightly is the occasional lag that crops up from time to time. When updating a contact or re-organizing a report with additional contacts, it sometimes takes a while for the results to appear. Additionally, sometimes I'm randomly logged out, which momentarily breaks my focus.
- Branche: Marketing & Werbung
- Unternehmensgröße: 2–10 Mitarbeiter
- Monatlich für 6-12 Monate genutzt
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Quelle der Bewertung
Easy to use and perfect CRM!
Vorteile
Insightly CRM is perfect for managing client interactions and streamlining our corporate processes. Integrating apps is very easy. I have connected multiple apps, such as QuickBooks Online, Google Drive, Twilio, Slack, and many more.
Nachteile
A bit expensive, but the features and support are awesome.
- Branche: Telekommunikation
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Great job
The overall experience is amazing as it is very users friendly and easy to handle
Vorteile
It’s very user friendly and very easy to edit any details also we can track and follow up with the help of the notification feature
Nachteile
At the time of updating any sales information it generates the same information twice
- Branche: Computer-Software
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Insightly is Great
I have enjoyed working with Insightly
Vorteile
The amount of information you are able to store
Nachteile
You don't have the option at the top of the screen to move pages. This needs to be at the top and bottom. When you go in and make a change and save it will take you to the beginning of the list and not keep you where you were on the list.
- Branche: Marketing & Werbung
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Good Value for CRM Investment
Our team has used Insightly to manage outreach efforts to new leads and to track activity/progress on projects for existing clients. Using Insightly to create reports and dashboards has been helpful to visualize our progress and successes.
Vorteile
This software has all of the basic tools our business needed to begin using a CRM system. We were looking for a system to get us off the ground with coordinating our team's sales efforts, and Insightly has been very helpful.
Nachteile
There are some features that I would like to be included in the basic subscription fee that are only available if you add and pay for additional services, i.e. Insightly Marketing.
- Branche: Landwirtschaft
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Insightly Review
I like it as I can see what we have going on.
Vorteile
I like the ease of entering customer information/details such as contact info and type of customer.
Nachteile
The tasks, leads, sales pipeline seems cumbersome. Which it would be easier to follow and streamline.
- Branche: Vermögensverwaltung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Insightly with IAA
It has been pretty good. I would just like for my calls to be tracked in activity.
Vorteile
Tracking past activities and sales opportunities.
Nachteile
Not being able to track phone call activity.
- Branche: Tierarzt
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Great For Managing Tasks
I use it every day to track individual tasks and projects and its a great way for my manager to keep track of where I am up to
Vorteile
Its easy to use for such a complex system
Nachteile
You have to download reports from a link sent in an email, would be better if the report was simply attached
- Branche: Immobilien
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Insightly works great at sales rep CRM
Great tool to help keep myself organized and work my sales leads and manage my pipeline. Helps me to keep on track.
Vorteile
The ease of use and how quickly I was able to get the hang of it. It offers everything I used Salesforce for in the past.
Nachteile
More features to prevent duplicates getting entered into the CRM would be helpful.
- Branche: Tierarzt
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Could be better
Vorteile
It has task management but not the most intuitive
Nachteile
Not user friendly, takes a long time to do simple things
- Branche: Bau
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
12 good years of using Insightly CRM
I love it. If not for Insightly I'd be using spreadsheets and going crazy trying to track my long list of clients that includes boiler system bids, direct commercial and industrial system sales, building and maintaining relationships with mechanical engineers and architects, and a good number of residential boiler prospects.
Vorteile
Insightly's design is intuitive and easy to understand how to set up. I recall starting to use it on the first day, right after an initial walkthrough. We did not hire anyone to assist. Then I evolved the setup as time went by. Opportunities & Projects are key to us and with good naming practices they are easy to refer to as needed in the future after completion: such as "2023..Smith Company-New boiler project". And all parties connected to a Project can be linked so easily. Attach price quotes to it: ours to the client and supplier to us. Automatic tasks when you change from Opportunity to Project can alert others to place orders, put into our financial software, etc...
Nachteile
They like to push their AppConnect but we really don't need that level of complexity AND they have lots of built-in interfaces into other apps like Quickbooks (which is limited but great for small business situations where elegant interfaces are not needed. Also, we tried their Service apps and found them lacking for the kind of Service that my company does: We install boiler systems and provide ongoing services for them--not free or by annual contract. So we needed a way to easily send invoices and collect $ for work done. Insightly seemed to be oriented to Software service contract situations where annual contracts are the norm and all interactions are free and nobody leaves the office. I suppose it is good for that but not so much where you have trucks driving 100 miles to do a repair.
Antwort von Insightly
Wow, Jim. Thank you for sharing your story! It's amazing to hear Insightly has served your business successfully for so long. We'd love to get in touch with you to learn more. If you're interested, please email [email protected]!
- Branche: Computer-Software
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Decent CRM but requires discipline
Insightly was being used for various marketing and sales data processing and activation tasks when I joined, and the account was a real mess because there was little control over who could edit which fields. As a result, no-one was following a consistent lead and opportunity management process, things like date fields became a nightmare because when exporting leads, some appeared to be using US date format and some using UK format, so identifying recent leads & opps was tricky.
Vorteile
The sales pipeline views were good because you could have lots of different pipeline views with filters and segmentation options applied without having to add them every time. It was easy to see pipeline value, create new fields and to move opps from one stage to another. Equally it was great for setting up automated email follow ups from demos and integrate with lots of other tools.
Nachteile
The lack of user management and access customisation means it is too easy to let poor spiral out of control and ruin your data. Equally the dashboards/Reports section really needs work as it’s unnecessarily difficult to create reports and dashboards for very simple metrics.
Antwort von Insightly
Hey Jamie! Thanks for your review. Glad to know you see the significant power of Insightly, when configured correctly, to support your team. We would love to learn more about your concerns regarding user management and customization as several options are available based on your plan level. Please reach out to me or [email protected] with discuss.
- Branche: Non-Profit-Organisation Management
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Insightly Works GREAT for our Org
We have evolved from the early days of our organization and Insightly has evolved with us. As we learn its capabilities, we continue to find functions and create objects that increase our efficiency every day.
Vorteile
We have used Insightly for 8 years now and it has been so user-friendly to build our Program database. From the customizable fields to the reporting features, it does everything we need for it to do. Insightly has helped us to streamline our processes, making our mission easier to manage every day. And the reporting features have allowed us to provide every kind of data to generous supporters who in turn donate to our mission.
Nachteile
To get some of the features we are using today, the cost has increased significantly.
Antwort von Insightly
Hey, Nancy! It's awesome to hear how Insightly has been rocking it for your organization for 8 years! Sounds like we've managed to truly partner with your team in building and managing your business. Streamlining processes and making your mission more manageable every day? That's what I call a win!
Thanks for sharing your experience—it's super helpful for folks looking for a CRM that can keep up with their growth.
- Branche: Bau
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Insightly is good, but there are better CRMs out there
Insightly is great a simple every day tasks, but does not handle complexity very well.
Vorteile
I like the collaboration capabilities with API via Appconnect, AutoCAD, BricsCAD, Loveland Innovations IMGING, etc
Nachteile
The cap of fields in a custom object, the automations not triggering correctly -> you have to delay triggers so that automations do not overlap and contradict each other. Sometimes automations to not trigger at all. There are a lot of holes and catch reports that need to be created.
- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Super Easy
Vorteile
Insighty is super easy to use. Being able to set tasks to know who you are chasing/following up means that it's all in one place and you do not have to depend on your outlook calender.
Nachteile
Reports are good but can be a bit difficult to set up.
- Branche: Non-Profit-Organisation Management
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
App Connect
Overall we are very pleased with Insightly and App Connect
Vorteile
App Connect is amazing. It really does help with efficiencies and workflow. It does so much more than we initially thought! We especially love how it automatically calculates our numbers.
Nachteile
It is not as user friendly as it is made out to seem. We really do need the App Connect specialist's support. App Connect is very expensive. We are going through our 10 free hours quickly and we have a lot more project we need help with.
- Branche: Tiefbau
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Good for a small company
Vorteile
I like the project management, pipelines, and the ability and ease of adding tasks and comments to various objects.
Nachteile
There are so many objects and fields, it takes new users a while to get accustomed to the interface. It also does not have intuitive searching and looks for verbatim entries
- Branche: Konsumgüter
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Insightly Has Been a Scalable CRM Tool
Vorteile
I like the scalability of this CRM solution.
Insightly is easy to use and simple to set up.
Nachteile
I have zero dislikes concerning Insightly.
Insightly is amazing.
- Branche: Marketing & Werbung
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Insightly's Features are Incredible, Making It a Top Solution
Vorteile
This customer relationship management software has been functioning brilliantly.
I like how Insightly has been reliable and easy to implement.
Nachteile
Insightly has been sensational.
I do not dislike Insightly at all.
- Branche: Maschinerie
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Insightly Has Been a Powerful CRM Solution
Vorteile
This CRM solution has been easy to use and dependable.
I like the efficiency of the features of Insightly.
Nachteile
I do not dislike Insightly at all.
Insightly has been so efficient to use.
- Branche: Essen & Trinken
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Solid & Easy to Use CRM
Vorteile
Very user friendly, custom views for all users is great, reporting is excellent. Custom modules have their limitations but have worked very well for our business so far.
Nachteile
There needs to be a better way to link related requests to opportunities.
- Branche: Transport/Güterfrachtverkehr/Schienenverkehr
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Kostenlose Testversion genutzt
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Quelle der Bewertung
A good option for SMEs
A good value option for SMEs- it will cover the basic functions you need and enable you to run basic marketing campaigns but won't give the added functionality of the more complex options out there. At the same time, it is priced quite low at the entry level so may fit your needs!
Vorteile
It covers all the bases- customisation, data import and export and all the basic features you would expect and I found it intuitive to use
Nachteile
It is lacking in some areas- automation workflows for marketing campaigns, and lead scporing on the entry level offer
- Branche: Non-Profit-Organisation Management
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
We love Insightly
Vorteile
Ease of use. Easy CRM tool. We are happy with the services and options.
Nachteile
We haven't found a con as of yet! We are happy.
- Branche: Lebensmittelproduktion
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Insightly Review
Vorteile
I really like how easy Insightly is to use. It is pretty streamlined.
Nachteile
Since Insightly is so streamlined, it is hard to make in-depth automations, especially when it comes to actions between different objects
- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Insightly feedback
an extremely useful product and runs a core part of our business
Vorteile
the ease of use and wide range of plugins
Nachteile
the restrictions on the marketing journeys
- Branche: Marketing & Werbung
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Täglich für Kostenlose Testversion genutzt
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Quelle der Bewertung
A fair CRM tool but needs some improvement
Vorteile
1. Good UI
2. Works in less bandwidth
3. Easy to operate
4. Flexible product team
Nachteile
1. Relatively expensive
2. App is not optimised
3. Should work according to clients’ workspace/ availability
4. Should have AI integration
- Branche: Unternehmensberatung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Insightly is Great!
Vorteile
The visual simplicity and the ease of use for end users
Nachteile
Ramp time to understand how to best use it to get what I want done.
- Branche: Geschäftsbedarf & -einrichtung
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Poor quality, high cost
Vorteile
They offer sufficient customer support for setup and management
Nachteile
The entire interface and user experience is very poor. Cost is very high for a low quality product that looks 10-15 years old!
- Branche: Internet
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Excellent CRM
Our team’s experience with Insightly has been stellar
Vorteile
Insightly is an exceptional CRM platform that allows sales, customer success teams to be efficient and collaborative. Reports and insights are easy to generate. It is perfect for small businesses
Nachteile
Some features and functionalities with customizable fields are limited when compared to other CRMs
- Branche: Anwaltskanzlei
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Great product with great customer service
It has been fantastic. Not one single issue.
Vorteile
Once the system is customized for you, it is really easy to use.
Nachteile
The time it takes to customize it for me.
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Insightly is great for CRM
Vorteile
Helps keep track of tasks and contacts very well
Nachteile
Wish there was a way to group tasks by a certain type of task
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 2–10 Mitarbeiter
- Wöchentlich für Kostenlose Testversion genutzt
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Quelle der Bewertung
Insightly Review
Overall, my experience with Insightly was positive. The platform provided a robust CRM solution that helped me streamline my customer relationship management processes. The user-friendly interface and comprehensive features allowed me to effectively manage contacts, track communication, and collaborate with my team. The reporting and analytics capabilities provided valuable insights into my business performance. Although there were limitations in customization options and room for improvement in customer support, my overall experience with Insightly was satisfactory. It contributed to improving my efficiency in managing customer relationships and driving business growth.
Vorteile
One of the things I liked most about Insightly was its comprehensive CRM functionality. The platform provided a user-friendly interface that made it easy to manage and track customer relationships. The contact management features allowed me to store and organize all relevant customer information in one place. I also appreciated the seamless integration with email, allowing me to track and log communications with clients. The task and project management capabilities were robust, helping me stay organized and collaborate effectively with my team. Additionally, the reporting and analytics tools provided valuable insights into my sales pipeline and overall business performance.
Nachteile
While Insightly had many positive aspects, one thing I liked least was the limited customization options. I found that certain aspects of the platform, such as the dashboard and report customization, were somewhat restricted. It would have been beneficial to have more flexibility in tailoring the system to fit specific business needs. Additionally, the customer support could be improved. There were instances where I encountered technical issues or had questions, and the response time and resolution process could have been more efficient.
- Branche: Unterhaltung
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
Customized for our industry (awesome) but not always easy to move around
Vorteile
As the title suggests, we've been using Insightly for a bit and we picked it because it was one of the few CRM systems that actually has different versions based on the type of organization/business that is using it. That makes the task management function perfect for us.
Nachteile
It's a great bargain for us for a full system, but we're really only using it for task management at this point. We've not expanded our use of it much because much of the functionality seems counterintuitive. We need to explore and we're a growing company and we don't have much exploration time!
- Branche: Tierarzt
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
It does the job but there is possibly better out there
Vorteile
The task and project management works well (even though it could be improved upon).
Nachteile
As a dedicated CRM system I feel it’s not the softwares strongest element. There is definitely better out there but as a joint package it makes up for its flaws.
- Branche: Supermärkte
- Unternehmensgröße: Selbstständig
- Täglich für Kostenlose Testversion genutzt
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Quelle der Bewertung
The CRM that has given me full control of my sales and customers
Since I started using it, it has been an invaluable tool for managing all my business activities and processes. The intuitive and easy-to-use interface makes it a breeze to organize and access my contacts, leads, and tasks. I love being able to customize the CRM to my needs and follow the entire customer lifecycle from start to finish.
Vorteile
What I like the most is its ease of use and its ability to adapt to my ever-changing business needs. With this platform, I can organize and manage all my contacts, leads, and tasks in one place efficiently. I also love its ability to integrate with other tools like email and marketing automation, saving me time and increasing my productivity.
Nachteile
Although overall I am very satisfied, there is one small thing that I would like to mention as a negative. I have sometimes experienced slow load times when working with large volumes of data or using more complex CRM features. Although this doesn't happen often, it can be a bit frustrating when I need to quickly access some information or complete an urgent task.