Über Insightly
Insightly Preis
Insightly bietet eine Gratisversion und eine kostenlose Testversion. Die kostenpflichtige Version von Insightly ist ab 29,00 $/Monat verfügbar.
Alternativen für Insightly
Insightly Erfahrungen
Funktionsbewertung
- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 10.000+ Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
A reliable and completely user-friendly tool with immense productivity.
Insightly CRM offers a wide range of services for our business to improve our customer services and have provided us with benefits to enhance our marketplace. It has allowed us to successfully engage our working relationships with the clients in a more reliable way. I have also been performing project management tasks with this tool.
Vorteile
Insightly CRM is itself a very reliable tool which allows the user to gain the most of the advantage with its easy to use features and efficient tools. We can also easily integrate it with other tools to improve the overall productivity. It's super responsive when dealing with the customers. We can easily maintain our sales cycles and ongoing customer service to provide extra care for the clients. The user-interface is also quite easy and manageable than other such tools.
Nachteile
Chrome extensions are bit of a clunky addition which further complicated the working procedure so mostly avoid it. The other tools integration is right on point but the social media integration misses few of the parts and continues to be a wastage of time for us. In the end, it proves to be much effected on our overall work and improves the efficiency of our work routine.
Antwort von Insightly
Hi Susan,
Thank you for the feedback. The Chrome Extension you're talking about is actually sunset. Try the new Add-On. :)
- Branche: Bau
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Insightly - We're Back Again
We love Insightly and have solved the major issue of project management as well as integration with Quickbooks so we can have a high level overview of each project, opportunity, and where we are with the quickbooks billing. It saves us a lot of time and removes a lot of human error in our processes as well.
Vorteile
The ease of tracking multiple types of projects and stages of the project and the visibility of each project's status. We tried Hubspot for two years and came back with Insightly as it was so much better to use.
Nachteile
The marketing function, and the products, pricebooks, and quotes could use some additional features compared to their competition. They aren't as easy to use and can be clunky at times.
In Betracht gezogene Alternativen
Salesforce Sales CloudWarum Insightly gewählt wurde
We had been with Insightly for three years, then switched to husbpot before all the new marketing features were released in Insightly. After the person left who had us make the switch to Hubspot, we went back to Insightly and questioned why we ever left.Zuvor genutzte Software
HubSpot Marketing Hub, HubSpot Sales Hub, HubSpot CRM und HubSpot Service HubGründe für den Wechsel zu Insightly
Insightly was easier to use, we knew how it worked and our team who is not as technologically advanced was able to pick up and use the system very easily with limited training.
- Branche: Unterhaltung
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
HORRIBLE experience with Insightly.
We've been looking around for a new system for the past few months. Insighly has a lot of great features but we've run into way too many problems using it.
Vorteile
* CRM and project management together in the same application
* Easy navigation between clients, leads, tasks, etc
* User-friendly interface
Nachteile
Far too many features are missing and it seems like Insightly just isn't in a hurry to make the necessary features available such as:
* Can't send HTML emails from within Insightly. It's 2016 -- HTML email has been around for a long time. It's so hard to believe that this isn't a priority for them.
* Can't PRINT any of the data from within Insightly. This is a necessary feature for our company (and I'd think for ANY company). What good can our data do for our company if it can't be printed out?
* There always seems to be some kind of bug with the Google calendar integration. Items appear as one date inside of Insightly and another date inside Google Calendar.
* Cost of service is ridiculously overpriced when compared to the basic functionality that is missing. Cost of $35/month per user means that it could cost us $350/month to migrate our team to Insightly -- we simply CAN NOT JUSTIFY SPENDING $4200 per year on a system that isn't fully functional.
* SLOW, SLOW, SLOW customer service / tech support. I reported an issue last September and I received a notification 7 months later that it has been resolved. Why do simple fixes take so long?
* They do NOT listen to what their customers want and instead choose to roll out new "features" that no one was asking for in the first place. We want HTML email and we want to be able to PRINT. Why is that so hard to do?
- Branche: Marketing & Werbung
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
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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: Professionelles Training & Coaching
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Customizing Insightly
I think it is a great, affordable product. I'm disappointed in the Customer Care response (or lack thereof). The Customer Support team is great. They can troubleshoot and fix items. Customer Care is required if you are trying to better/best use the product. I think that group needs some work. Anyone customizing the product should be confident that Insightly knows how it will be used for user's business and that may mean more questions upfront, better understanding of a client's business.
Vorteile
That we could customize. We were able to make this software work for our needs, which were a bit different than how the typical sales team might. We can track our orders and do great reporting.
Dashboards are very nice feature. Ability to customize pipelines very helpful and visuals are great. Customer support team is helpful and responsive.
Nachteile
Integration with our needs was a bit difficult. Our sales person seemed to understand what we needed to accomplish but I don't think the customer care person is as savvy. Customization is great, but if it impacts how you can report items or get most accurate data, user needs to understand that. We got creative in how we used items and where possible, didn't customize, just repurposed so we got the benefit of the connections Insightly makes. In our haste to be up and using, I don't think enough time was spent on that and rework was involved.
